Screener
SVAL vs AFLG
iShares US Small Cap Value Factor ETF vs First Trust Active Factor Large Cap ETF
Key differences
Both SVAL and AFLG are equity ETFs. SVAL charges 0.20% a year and AFLG 0.55%. The main difference: SVAL follows a index tracking strategy; AFLG uses active selection.
- SVAL follows a index tracking strategy; AFLG uses active selection.
- SVAL costs 0.35% less per year.
- AFLG is much larger than SVAL. Larger funds are usually more liquid and less likely to close.
- Over the last three years, AFLG has delivered higher annualized returns.
Side-by-side comparison
| SVAL | AFLG | |
|---|---|---|
| Annual cost (TER) | 0.20% | 0.55% |
| Fund size (AUM) | $187M | $648M |
| Since | 2020 | 2019 |
| Dividend yield | 2.26% | 0.70% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +35.9% | +22.0% |
| CAGR 3Y | +19.2% | +22.0% |
| CAGR 5Y | +7.0% | +12.6% |
| Sharpe 3Y | 0.75 | 1.23 |
| Volatility 1Y | 17.82% | 11.68% |
| Max drawdown | -27.44% | -35.84% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.