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WCMG vs AFSM

First Trust WCM Global Equity ETF vs First Trust Active Factor Small Cap ETF

WCMG

First Trust WCM Global Equity ETF

Annual cost

0.85%

Fund size

$1.0M

AFSM

First Trust Active Factor Small Cap ETF

Annual cost

0.75%

Fund size

$94M

Key differences

  • AFSM costs 0.10% less per year.
  • AFSM is significantly larger than WCMG — larger funds tend to be more liquid and less likely to close.
  • WCMG covers global markets; AFSM covers north america.
  • AFSM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

WCMGAFSM
Annual cost (TER)0.85%0.75%
Fund size (AUM)$1.0M$94M
Since20262019
Dividend yield0.49%
Asset classequityequity
Regionglobalnorth america
Strategyactive selectionactive selection
CAGR 1YN/A+35.1%
CAGR 3YN/A+19.6%
CAGR 5YN/A+9.6%
Sharpe 3YN/A0.82
Volatility 1Y17.93%
Max drawdown-2.44%-43.54%

Similar to WCMG and AFSM