AFSM vs. SMIN
Compare and contrast key facts about First Trust Active Factor Small Cap ETF (AFSM) and iShares MSCI India Small-Cap ETF (SMIN).
AFSM and SMIN are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. AFSM is an actively managed fund by First Trust. It was launched on Dec 3, 2019. SMIN is a passively managed fund by iShares that tracks the performance of the MSCI India Small Cap Index. It was launched on Feb 8, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AFSM or SMIN.
Correlation
The correlation between AFSM and SMIN is 0.41, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
AFSM vs. SMIN - Performance Comparison
Key characteristics
AFSM:
0.69
SMIN:
1.56
AFSM:
1.11
SMIN:
1.97
AFSM:
1.13
SMIN:
1.29
AFSM:
1.46
SMIN:
2.69
AFSM:
3.77
SMIN:
8.19
AFSM:
3.58%
SMIN:
3.47%
AFSM:
19.58%
SMIN:
18.29%
AFSM:
-43.54%
SMIN:
-60.50%
AFSM:
-8.77%
SMIN:
-1.93%
Returns By Period
In the year-to-date period, AFSM achieves a 11.65% return, which is significantly lower than SMIN's 23.32% return.
AFSM
11.65%
-4.20%
9.20%
11.87%
8.95%
N/A
SMIN
23.32%
7.62%
7.21%
28.45%
20.22%
11.35%
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AFSM vs. SMIN - Expense Ratio Comparison
AFSM has a 0.77% expense ratio, which is higher than SMIN's 0.76% expense ratio.
Risk-Adjusted Performance
AFSM vs. SMIN - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for First Trust Active Factor Small Cap ETF (AFSM) and iShares MSCI India Small-Cap ETF (SMIN). 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
AFSM vs. SMIN - Dividend Comparison
AFSM's dividend yield for the trailing twelve months is around 1.49%, less than SMIN's 11.33% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AFSM First Trust Active Factor Small Cap ETF | 1.49% | 0.92% | 1.28% | 0.36% | 0.53% | 0.32% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SMIN iShares MSCI India Small-Cap ETF | 11.33% | 0.41% | 0.01% | 1.27% | 1.07% | 1.74% | 1.68% | 0.89% | 2.30% | 0.93% | 0.34% | 0.75% |
Drawdowns
AFSM vs. SMIN - Drawdown Comparison
The maximum AFSM drawdown since its inception was -43.54%, smaller than the maximum SMIN drawdown of -60.50%. Use the drawdown chart below to compare losses from any high point for AFSM and SMIN. For additional features, visit the drawdowns tool.
Volatility
AFSM vs. SMIN - Volatility Comparison
First Trust Active Factor Small Cap ETF (AFSM) and iShares MSCI India Small-Cap ETF (SMIN) have volatilities of 5.75% and 5.68%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.