Screener
SVAL vs AFMC
iShares US Small Cap Value Factor ETF vs First Trust Active Factor Mid Cap ETF
Key differences
Both SVAL and AFMC are equity ETFs. SVAL charges 0.20% a year and AFMC 0.68%. The main difference: SVAL follows a index tracking strategy; AFMC uses active selection.
- SVAL follows a index tracking strategy; AFMC uses active selection.
- SVAL costs 0.48% less per year.
- Over the last three years, AFMC has delivered higher annualized returns.
Side-by-side comparison
| SVAL | AFMC | |
|---|---|---|
| Annual cost (TER) | 0.20% | 0.68% |
| Fund size (AUM) | $187M | $162M |
| Since | 2020 | 2019 |
| Dividend yield | 2.26% | 0.79% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +35.9% | +26.0% |
| CAGR 3Y | +19.2% | +20.5% |
| CAGR 5Y | +7.0% | +10.3% |
| Sharpe 3Y | 0.75 | 0.95 |
| Volatility 1Y | 17.82% | 15.06% |
| Max drawdown | -27.44% | -42.14% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.