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MMSC vs AFSM

First Trust Multi-Manager Small Cap Opportunities ETF vs First Trust Active Factor Small Cap ETF

MMSC

First Trust Multi-Manager Small Cap Opportunities ETF

First Trust

Annual cost

0.95%

Fund size

$48M

AFSM

First Trust Active Factor Small Cap ETF

First Trust

Annual cost

0.75%

Fund size

$94M

Key differences

  • AFSM costs 0.20% less per year.
  • MMSC follows a index tracking strategy; AFSM uses active selection.
  • Over the last 3 years, MMSC has delivered higher annualized returns.

Side-by-side comparison

MMSCAFSM
Annual cost (TER)0.95%0.75%
Fund size (AUM)$48M$94M
Since20212019
Dividend yield0.00%0.49%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+45.2%+32.0%
CAGR 3Y+22.8%+19.1%
CAGR 5YN/A+8.9%
Sharpe 3Y0.880.80
Volatility 1Y22.29%17.84%
Max drawdown-40.82%-43.54%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to MMSC and AFSM