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MMSC vs FTCS

First Trust Multi-Manager Small Cap Opportunities ETF vs First Trust Capital Strength ETF

MMSC

First Trust Multi-Manager Small Cap Opportunities ETF

Annual cost

0.95%

Fund size

$52M

FTCS

First Trust Capital Strength ETF

Annual cost

0.53%

Fund size

$7.7B

Key differences

Both MMSC and FTCS are equity ETFs. MMSC charges 0.95% a year and FTCS 0.53%. The main difference: MMSC follows a active selection strategy; FTCS uses index tracking.

  • MMSC follows a active selection strategy; FTCS uses index tracking.
  • FTCS costs 0.42% less per year.
  • FTCS is much larger than MMSC. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, MMSC has delivered higher annualized returns.
  • FTCS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

MMSCFTCS
Annual cost (TER)0.95%0.53%
Fund size (AUM)$52M$7.7B
Since20212006
Dividend yield0.00%1.11%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+32.4%+4.3%
CAGR 3Y+20.5%+10.0%
CAGR 5YN/A+5.8%
Sharpe 3Y0.780.59
Volatility 1Y22.95%9.96%
Max drawdown-40.82%-31.93%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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