Screener
SVAL vs AFSM
iShares US Small Cap Value Factor ETF vs First Trust Active Factor Small Cap ETF
Key differences
Both SVAL and AFSM are equity ETFs. SVAL charges 0.20% a year and AFSM 0.75%. The main difference: SVAL follows a index tracking strategy; AFSM uses active selection.
- SVAL follows a index tracking strategy; AFSM uses active selection.
- SVAL costs 0.55% less per year.
Side-by-side comparison
| SVAL | AFSM | |
|---|---|---|
| Annual cost (TER) | 0.20% | 0.75% |
| Fund size (AUM) | $187M | $98M |
| Since | 2020 | 2019 |
| Dividend yield | 2.26% | 0.47% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +35.9% | +28.1% |
| CAGR 3Y | +19.2% | +18.3% |
| CAGR 5Y | +7.0% | +8.5% |
| Sharpe 3Y | 0.75 | 0.77 |
| Volatility 1Y | 17.82% | 18.13% |
| Max drawdown | -27.44% | -43.54% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.