AFMC vs. VUG
Compare and contrast key facts about First Trust Active Factor Mid Cap ETF (AFMC) and Vanguard Growth ETF (VUG).
AFMC and VUG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. AFMC is an actively managed fund by First Trust. It was launched on Dec 3, 2019. VUG is a passively managed fund by Vanguard that tracks the performance of the CRSP U.S. Large Cap Growth Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AFMC or VUG.
Correlation
The correlation between AFMC and VUG is 0.81, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
AFMC vs. VUG - Performance Comparison
Key characteristics
AFMC:
0.23
VUG:
0.56
AFMC:
0.48
VUG:
0.91
AFMC:
1.06
VUG:
1.13
AFMC:
0.22
VUG:
0.59
AFMC:
0.67
VUG:
2.01
AFMC:
7.12%
VUG:
6.71%
AFMC:
20.80%
VUG:
24.81%
AFMC:
-42.14%
VUG:
-50.68%
AFMC:
-11.22%
VUG:
-9.15%
Returns By Period
In the year-to-date period, AFMC achieves a -2.59% return, which is significantly higher than VUG's -5.35% return.
AFMC
-2.59%
13.81%
-8.88%
4.69%
15.67%
N/A
VUG
-5.35%
17.75%
-4.30%
13.74%
16.72%
14.66%
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AFMC vs. VUG - Expense Ratio Comparison
AFMC has a 0.65% expense ratio, which is higher than VUG's 0.04% expense ratio.
Risk-Adjusted Performance
AFMC vs. VUG — Risk-Adjusted Performance Rank
AFMC
VUG
AFMC vs. VUG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for First Trust Active Factor Mid Cap ETF (AFMC) and Vanguard Growth ETF (VUG). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
AFMC vs. VUG - Dividend Comparison
AFMC's dividend yield for the trailing twelve months is around 0.84%, more than VUG's 0.50% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AFMC First Trust Active Factor Mid Cap ETF | 0.84% | 0.65% | 0.87% | 1.42% | 0.84% | 1.05% | 0.29% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VUG Vanguard Growth ETF | 0.50% | 0.47% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.14% | 1.39% | 1.30% | 1.21% |
Drawdowns
AFMC vs. VUG - Drawdown Comparison
The maximum AFMC drawdown since its inception was -42.14%, smaller than the maximum VUG drawdown of -50.68%. Use the drawdown chart below to compare losses from any high point for AFMC and VUG. For additional features, visit the drawdowns tool.
Volatility
AFMC vs. VUG - Volatility Comparison
The current volatility for First Trust Active Factor Mid Cap ETF (AFMC) is 9.78%, while Vanguard Growth ETF (VUG) has a volatility of 13.61%. This indicates that AFMC experiences smaller price fluctuations and is considered to be less risky than VUG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.