First Trust Active Factor Small Cap ETF (AFSM) Alternatives
First Trust Active Factor Small Cap ETF (AFSM) belongs to the Small Cap Blend Equities category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with AFSM. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to AFSM
AFSM charges 0.77% annually. Among ETFs in the Small Cap Blend Equities category, these options have the lowest expense ratios among AFSM alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| iShares Morningstar Small-Cap ETF | 0.04% | Jun 28, 2004 | AFSM vs ISCB | |
| SPDR Portfolio S&P 600 Small Cap ETF | 0.05% | Jul 8, 2013 | AFSM vs SPSM | |
| Vanguard Extended Market ETF | 0.06% | Dec 27, 2001 | AFSM vs VXF | |
| iShares Core S&P Small-Cap ETF | 0.06% | May 22, 2000 | AFSM vs IJR | |
| JPMorgan BetaBuilders U.S. Small Cap Equity ETF | 0.09% | Nov 16, 2020 | AFSM vs BBSC |
Best Risk-Adjusted Alternatives to AFSM
Among ETFs in the Small Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| iShares Microcap ETF | 87 | Aug 12, 2005 | AFSM vs IWC | |
| Invesco NASDAQ Future Gen 200 ETF | 84 | Oct 13, 2022 | AFSM vs QQQS | |
| First Trust Dow Jones Select MicroCap Index Fund | 83 | Sep 27, 2005 | AFSM vs FDM | |
| First Trust Small Cap Core AlphaDEX Fund | 81 | May 8, 2007 | AFSM vs FYX | |
| Fidelity Enhanced Small Cap ETF | 76 | Dec 20, 2007 | AFSM vs FESM |
Top Performing AFSM Alternatives (YTD)
AFSM alternatives from the Small Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| WisdomTree U.S. SmallCap Dividend Fund | 7.74% | Jun 16, 2006 | AFSM vs DES | |
| Opus Small Cap Value Plus ETF | 6.67% | Jul 18, 2018 | AFSM vs OSCV | |
| VictoryShares US Small Cap High Dividend Volatilit... | 6.03% | Jul 8, 2015 | AFSM vs CSB | |
| First Trust Small Cap Core AlphaDEX Fund | 5.67% | May 8, 2007 | AFSM vs FYX | |
| Overlay Shares Small Cap Equity ETF | 4.70% | Sep 30, 2019 | AFSM vs OVS |
Lowest Volatility Alternatives to AFSM
AFSM alternatives from the Small Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Global X Alternative Income ETF | 9.68% | Jul 14, 2015 | AFSM vs ALTY | |
| First Trust Horizon Managed Volatility Small/Mid E... | 13.63% | Apr 6, 2020 | AFSM vs HSMV | |
| ProShares S&P MidCap 400 Dividend Aristocrats ETF | 16.27% | Feb 5, 2015 | AFSM vs REGL | |
| Virtus Private Credit Strategy ETF | 16.60% | Feb 7, 2019 | AFSM vs VPC | |
| 6 Meridian Small Cap Equity ETF | 16.64% | May 11, 2020 | AFSM vs SIXS |
Lowest Drawdown Alternatives to AFSM
AFSM alternatives from the Small Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Global X Alternative Income ETF | -8.52% | Jul 14, 2015 | AFSM vs ALTY | |
| Invesco Russell 1000 Dynamic Multifactor ETF | -10.00% | Nov 8, 2017 | AFSM vs OMFL | |
| First Trust Horizon Managed Volatility Small/Mid E... | -10.57% | Apr 6, 2020 | AFSM vs HSMV | |
| ProShares Russell 2000 Dividend Growers ETF | -10.94% | Feb 5, 2015 | AFSM vs SMDV | |
| ProShares S&P MidCap 400 Dividend Aristocrats ETF | -10.94% | Feb 5, 2015 | AFSM vs REGL |
Other ETFs from First Trust
Most popular First Trust ETFs on PortfoliosLab, across asset classes.
Often Compared With AFSM
What investors most often compare with AFSM, based on PortfoliosLab usage data.
Compare AFSM with Any Fund or Stock
Compare AFSM with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.