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PSC vs AFMC

Principal U.S. Small-Cap ETF vs First Trust Active Factor Mid Cap ETF

PSC

Principal U.S. Small-Cap ETF

Principal Funds

Annual cost

0.38%

Fund size

$2.0B

AFMC

First Trust Active Factor Mid Cap ETF

First Trust

Annual cost

0.68%

Fund size

$153M

Key differences

  • PSC costs 0.30% less per year.
  • PSC is significantly larger than AFMC — larger funds tend to be more liquid and less likely to close.
  • PSC follows a index tracking strategy; AFMC uses active selection.
  • Over the last 3 years, AFMC has delivered higher annualized returns.

Side-by-side comparison

PSCAFMC
Annual cost (TER)0.38%0.68%
Fund size (AUM)$2.0B$153M
Since20162019
Dividend yield0.61%0.81%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+28.6%+27.2%
CAGR 3Y+18.7%+20.8%
CAGR 5Y+8.1%+10.2%
Sharpe 3Y0.780.96
Volatility 1Y18.83%14.96%
Max drawdown-46.75%-42.14%

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

Similar to PSC and AFMC