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XPND vs AFSM

First Trust Expanded Technology ETF vs First Trust Active Factor Small Cap ETF

XPND

First Trust Expanded Technology ETF

First Trust

Annual cost

0.65%

Fund size

$37M

AFSM

First Trust Active Factor Small Cap ETF

First Trust

Annual cost

0.75%

Fund size

$94M

Key differences

  • XPND costs 0.10% less per year.
  • Over the last 3 years, XPND has delivered higher annualized returns.

Side-by-side comparison

XPNDAFSM
Annual cost (TER)0.65%0.75%
Fund size (AUM)$37M$94M
Since20212019
Dividend yield0.10%0.49%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+27.8%+32.0%
CAGR 3Y+28.9%+19.1%
CAGR 5YN/A+8.9%
Sharpe 3Y1.140.80
Volatility 1Y17.70%17.84%
Max drawdown-38.00%-43.54%

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

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