Compare ETFs
Side by side
| AFMC | SPY | |
|---|---|---|
| Name | First Trust Active Factor Mid Cap ETF | State Street® SPDR® S&P 500® ETF Trust |
| Assets | $236.67M | $809.77B |
| Fee | 0.62% | 0.09% |
| Yield | 0.7% | 1.0% |
| Components | 266 | 502 |
| Top 10 weight | 13% | 39% |
| This year | +17.2% | +12.5% |
| 1 year | +21.4% | +17.4% |
| 3 years, yearly | +21.3% | +21.8% |
| 5 years, yearly | +10.5% | +12.4% |
| 10 years, yearly | +0.0% | +15.2% |
| Volatility, 3 years | 16.7% | 12.7% |
| Sharpe ratio, 3 years | 0.92 | 1.38 |
Green: the lowest fee and the best return in each row.
Returns
Total return; over three years and longer, a year on average.
This year
1 year
3 years
5 years
10 years
How much they overlap
For every company two funds both hold, the smaller of its two weights, added up: 100% would be the same portfolio.
1% AFMC and SPY
39 companies in both: 15% of AFMC's holdings, 8% of SPY's.
BE 0.1%CAH 0.1%FIX 0.1%CIEN 0.1%NTAP 0.1%TWLO 0.1%FLEX 0.0%EME 0.0%WSM 0.0%JBL 0.0%
Sectors
| AFMC | SPY | |
|---|---|---|
| Technology | 19.0% | 41.1% |
| Industrials | 18.4% | 7.7% |
| Financial Services | 14.3% | 11.4% |
| Consumer Cyclicals | 14.3% | 8.6% |
| Healthcare | 11.1% | 9.7% |
| Communication Services | 1.6% | 10.3% |
| Real Estate | 6.1% | 1.8% |
| Energy | 6.0% | 3.8% |
| Basic Materials | 4.9% | 1.5% |
| Consumer Defensive | 2.7% | 4.7% |
| Utilities | 0.8% | 2.0% |
From the market data provider's fund data. Returns are the funds' own and say nothing certain about future ones. None of this is advice.