First Trust Active Factor Mid Cap ETF
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- Description
- Performance
- Comps
Fundamentals
Valuation
Rating
AFMC is an actively managed portfolio of factor-focused US midcap companies seeking capital appreciation. |
Category | US Equities |
Fund Sponsor | First Trust |
Website | www.ftportfolios.com |
Inception date | Dec 04, 2019 |
Assets (mns) | $2 |
Currency | USD |
Expense ratio | 65 bp |
Distributions | Quarterly |
Regulation | Open-Ended Fund |
Custodian | |
Weighting | Proprietary |
Index replication | |
Uses derivatives | No |
Options available | No |
No. of constituents | 300 |
Wgt avg mkt cap (mns) | $7,609 |
Large cap (>$10bn) | 24.0% |
Mid cap ($2-10bn) | 72.1% |
Small cap (<$2bn) | 3.9% |
Developed mkts | 100.0% |
Emerging mkts | 0.0% |
GENERAC HOLDINGS INC | 1.3 % |
MOLINA HEALTHCARE INC | 1.2 % |
RELIANCE STEEL & ALUMINUM | 1.1 % |
BRUNSWICK CORP | 1.1 % |
AGCO CORP | 1.1 % |
TERADYNE INC | 1.1 % |
REGAL BELOIT CORP | 1.0 % |
ETSY, INC. | 1.0 % |
MDU RESOURCES GROUP INC | 1.0 % |
JANUS HENDERSON GROUP PLC | 0.9 % | Total | 10.8 % |
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UNITED STATES | 96.6 % |
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BRITAIN | 0.9 % |
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PUERTO RICO | 0.5 % |
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IRELAND | 0.4 % |
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BERMUDA | 0.3 % |
HISTORICAL PERFORMANCE 

Custom date range | Compare to | ||
thru |
Year-to-date | 1 year | 5 years | 10 years | Since Incep. |
-- | -- | -- | -- | 0.0% |
versus... | Beta | R-squared |
S&P500 | -- | -- |
MSCI EAFE | -- | -- |
MSCI Emg. Mkts. | -- | -- |
Recent close | $22.76 |
30d moving avg. | $21.90 |
Annualized volatility | 0.0% |
Short interest (ETF) | 0.7% |
Relative strength (RSI) | 68 |
Avg. volume (thou.) | 0 |
Turnover | 0.0% |
Bid/Ask (% of price) | 0.28% |
ADV underlying (mns) | $23,713 |
FINDING ALTERNATIVE FUNDS
Below is a list of 99 potential alternatives to the First Trust Active Factor Mid Cap ETF ETF based on the alternatives' overlap in portfolio holdings with AFMC. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.
Benchmark ticker: | AFMC | Expense: | 65 bp | ALTAR Score™: | 5.2% |
Ticker | Fund Name |
Overlap1 vs AFMC (%) |
Expense ratio (bp) |
Savings vs AFMC (bp) |
ALTAR Score™ (%) |
ALTAR vs AFMC (%) |
MDY | SPDR S&P Midcap 400 ETF Trust | 37.1 | 23 | 42 | 5.2 | -0.1 |
IJH | iShares Core S&P Mid-Cap ETF | 37.0 | 5 | 60 | 5.3 | +0.1 |
SPMD | SPDR Portfolio Mid Cap ETF | 37.0 | 5 | 60 | 5.3 | +0.1 |
IVOO | Vanguard S&P Mid-Cap 400 ETF | 36.3 | 10 | 55 | 5.3 | +0.1 |
EWMC | Invesco S&P MidCap 400 Equal Weight ETF | 36.2 | 40 | 25 | 5.7 | +0.4 |
XJH | iShares ESG Screened S&P Mid-Cap ETF | 35.9 | 12 | 53 | 5.4 | +0.2 |
FNX | First Trust Mid Cap Core AlphaDEX Fund | 34.8 | 61 | 4 | 5.1 | -0.1 |
SMDY | Syntax Stratified MidCap ETF | 33.7 | 30 | 35 | 5.2 | -0.1 |
FSMD | Fidelity Small-Mid Factor ETF | 33.1 | 29 | 36 | 5.3 | +0.0 |
BBMC | JPMorgan BetaBuilders U.S. Mid Cap Equity ETF | 32.3 | 7 | 58 | 3.9 | -1.3 |
RWK | Invesco S&P MidCap 400 Revenue ETF | 31.3 | 39 | 26 | 6.4 | +1.2 |
EZM | WisdomTree U.S. MidCap Earnings Fund | 30.9 | 38 | 27 | 7.6 | +2.4 |
SCHM | Schwab U.S. Mid-Cap ETF | 30.7 | 4 | 61 | 5.0 | -0.2 |
JHSC | John Hancock Multifactor Small Cap ETF | 29.4 | 42 | 23 | 4.6 | -0.7 |
MDYG | SPDR S&P 400 Mid Cap Growth ETF | 28.9 | 15 | 50 | 3.8 | -1.5 |
IJK | iShares S&P Mid-Cap 400 Growth ETF | 28.9 | 17 | 48 | 3.8 | -1.5 |
AFSM | First Trust Active Factor Small Cap ETF | 28.4 | 77 | -12 | 4.3 | -0.9 |
IVOG | Vanguard S&P Mid-Cap 400 Growth ETF | 28.2 | 15 | 50 | 4.2 | -1.0 |
IJJ | iShares S&P Mid-Cap 400 Value ETF | 27.8 | 18 | 47 | 7.0 | +1.7 |
MDYV | SPDR S&P 400 Mid Cap Value ETF | 27.8 | 15 | 50 | 7.0 | +1.7 |
SFYX | Sofi Next 500 ETF | 27.5 | 0 | 65 | 4.8 | -0.4 |
VB | Vanguard Small-Cap ETF | 27.2 | 5 | 60 | 4.4 | -0.8 |
RNMC | Mid Cap US Equity Select ETF | 26.9 | 60 | 5 | 6.1 | +0.9 |
PSM | Principal U.S. Small-MidCap Multi-Factor Core Index ETF | 26.2 | 20 | 45 | 0.0 | -5.2 |
BKSE | BNY Mellon US Small Cap Core Equity ETF | 25.7 | 4 | 61 | 4.7 | -0.5 |
JPME | JPMorgan Diversified Return U.S. Mid Cap Equity ETF | 25.3 | 24 | 41 | 5.5 | +0.2 |
VBR | Vanguard Small Cap Value Index Fund | 25.3 | 7 | 58 | 6.5 | +1.2 |
VUSE | Vident Core US Equity Fund | 25.1 | 48 | 17 | 7.4 | +2.1 |
FNK | First Trust Mid Cap Value AlphaDEX Fund | 25.0 | 70 | -5 | 7.8 | +2.6 |
DON | WisdomTree U.S. MidCap Dividend Fund | 25.0 | 38 | 27 | 6.7 | +1.5 |
PBSM | Invesco PureBeta MSCI USA Small Cap ETF | 24.8 | 6 | 59 | 4.0 | -1.2 |
IVOV | Vanguard S&P Mid-Cap 400 Value ETF | 24.7 | 15 | 50 | 6.7 | +1.5 |
ESML | iShares MSCI USA Small-Cap ESG Optimized ETF | 24.7 | 17 | 48 | 4.0 | -1.2 |
VBK | Vanguard Small-Cap Growth Index Fund | 24.5 | 7 | 58 | 1.9 | -3.3 |
FNY | First Trust Mid Cap Growth AlphaDEX Fund | 24.1 | 70 | -5 | 1.6 | -3.6 |
PAMC | Pacer Lunt MidCap Multi-Factor Alternator ETF | 24.1 | 60 | 5 | 3.7 | -1.6 |
XMHQ | Invesco S&P MidCap Quality ETF | 24.0 | 25 | 40 | 5.4 | +0.1 |
JHMM | John Hancock Multifactor Mid Cap ETF | 23.6 | 42 | 23 | 4.7 | -0.5 |
SMLF | iShares Edge MSCI Multifactor USA Small-Cap ETF | 23.4 | 30 | 35 | 6.1 | +0.8 |
USVM | VictoryShares USAA MSCI USA Small Cap Value Momentum ETF | 22.4 | 24 | 41 | 4.9 | -0.3 |
XMMO | Invesco S&P MidCap Momentum ETF | 22.3 | 34 | 31 | 3.4 | -1.8 |
ONEV | SPDR Russell 1000 Low Volatility Focus ETF | 21.6 | 20 | 45 | 6.2 | +1.0 |
ONEO | SPDR Russell 1000 Momentum Focus ETF | 21.2 | 20 | 45 | 5.6 | +0.4 |
STMB | iShares Factors US Mid Blend Style ETF | 20.9 | 30 | 35 | 5.0 | -0.3 |
USMF | WisdomTree U.S. Multifactor Fund | 20.9 | 28 | 37 | 5.4 | +0.1 |
SCHA | Schwab U.S. Small-Cap ETF | 20.2 | 4 | 61 | 3.6 | -1.6 |
OMFL | Invesco Russell 1000 Dynamic Multifactor ETF | 20.1 | 29 | 36 | 7.3 | +2.1 |
DEUS | Xtrackers Russell 1000 Comprehensive Factor ETF | 19.7 | 17 | 48 | 5.7 | +0.4 |
USEQ | Invesco Russell 1000 Enhanced Equal Weight ETF | 19.6 | 29 | 36 | 6.0 | +0.8 |
FLQM | Franklin LibertyQ U.S. Mid Cap Equity ETF | 19.5 | 30 | 35 | 5.4 | +0.1 |
XMVM | Invesco S&P MidCap Value with Momentum ETF | 19.1 | 39 | 26 | 8.1 | +2.9 |
RFG | Invesco S&P Midcap 400 Pure Growth ETF | 19.1 | 35 | 30 | 3.4 | -1.9 |
JKL | iShares Morningstar Small Cap Value ETF | 19.1 | 30 | 35 | 7.6 | +2.4 |
RFV | Invesco S&P Midcap 400 Pure Value ETF | 19.0 | 35 | 30 | 8.9 | +3.7 |
VXF | Vanguard Extended Market Index Fund | 18.7 | 6 | 59 | 2.5 | -2.7 |
SMMD | iShares Russell 2500 ETF | 18.7 | 15 | 50 | 4.7 | -0.5 |
SIXL | 6 Meridian Low Beta Equity Strategy ETF | 18.7 | 84 | -19 | 4.0 | -1.2 |
VFMF | Vanguard U.S. Multifactor ETF | 18.3 | 19 | 46 | 6.1 | +0.9 |
FAD | First Trust Multi Cap Growth AlphaDEX Fund | 18.0 | 66 | -1 | 1.8 | -3.4 |
NUSC | Nuveen ESG Small-Cap ETF | 18.0 | 40 | 25 | 3.9 | -1.3 |
VFQY | Vanguard U.S. Quality Factor ETF | 17.7 | 13 | 52 | 5.3 | +0.0 |
VTWO | Vanguard Russell 2000 Index Fund | 17.6 | 10 | 55 | 2.7 | -2.6 |
HSMV | First Trust Horizon Managed Volatility Small/Mid ETF | 17.5 | 80 | -15 | 4.7 | -0.6 |
BFOR | Barron's 400 ETF | 17.2 | 65 | 0 | 5.6 | +0.3 |
IUSS | Invesco Strategic US Small Company ETF | 17.1 | 23 | 42 | 3.6 | -1.6 |
TPLC | Timothy Plan US Large Cap Core ETF | 16.9 | 52 | 13 | 4.5 | -0.8 |
EQAL | Invesco Russell 1000 Equal Weight ETF | 16.7 | 20 | 45 | 5.1 | -0.2 |
JKJ | iShares Morningstar Small-Cap ETF | 16.6 | 25 | 40 | 5.1 | -0.2 |
FAB | First Trust Multi Cap Value AlphaDEX Fund | 16.6 | 71 | -6 | 7.6 | +2.3 |
FNDA | Schwab Fundamental U.S. Small Co. Index ETF | 16.6 | 25 | 40 | 4.8 | -0.5 |
JKH | iShares Morningstar Mid-Cap Growth ETF | 16.0 | 30 | 35 | 1.9 | -3.3 |
VTWG | Vanguard Russell 2000 Growth Index Fund | 15.8 | 15 | 50 | 0.1 | -5.2 |
IWO | iShares Russell 2000 Growth ETF | 15.8 | 24 | 41 | -0.1 | -5.3 |
USLB | Invesco Russell 1000 Low Beta Equal Weight ETF | 15.7 | 35 | 30 | 5.1 | -0.2 |
TUSA | First Trust Total US Market AlphaDEX ETF | 15.7 | 70 | -5 | 4.8 | -0.4 |
ONEY | SPDR Russell 1000 Yield Focus ETF | 15.6 | 20 | 45 | 7.3 | +2.0 |
SDVY | First Trust SMID Cap Rising Dividend Achievers ETF | 15.6 | 60 | 5 | 6.2 | +1.0 |
AVUV | Avantis U.S. Small Cap Value ETF | 15.1 | 25 | 40 | 6.4 | +1.2 |
XMLV | Invesco S&P MidCap Low Volatility ETF | 15.1 | 25 | 40 | 5.0 | -0.2 |
SMMV | iShares Edge MSCI Min Vol USA Small-Cap ETF | 15.0 | 20 | 45 | 3.6 | -1.6 |
JPSE | JPMorgan Diversified Return U.S. Small Cap Equity ETF | 14.9 | 29 | 36 | 4.2 | -1.0 |
IWR | iShares Russell Midcap ETF | 14.9 | 19 | 46 | 4.8 | -0.5 |
IWM | iShares Russell 2000 ETF | 14.9 | 19 | 46 | 2.5 | -2.7 |
ROUS | Hartford Multifactor US Equity ETF | 14.8 | 19 | 46 | 5.8 | +0.6 |
VFVA | Vanguard U.S. Value Factor ETF | 14.7 | 14 | 51 | 8.5 | +3.3 |
GSSC | Goldman Sachs Activebeta U.S. Small Cap Equity ETF | 14.7 | 20 | 45 | 3.8 | -1.5 |
JVAL | JPMorgan U.S. Value Factor ETF | 14.5 | 12 | 53 | 7.1 | +1.9 |
JKK | iShares Morningstar Small-Cap Growth ETF | 14.2 | 30 | 35 | 0.6 | -4.7 |
COWZ | Pacer US Cash Cows 100 ETF | 14.1 | 49 | 16 | 10.1 | +4.9 |
CFO | VictoryShares US 500 Enhanced Volatility Weighted Index ETF | 14.1 | 35 | 30 | 5.1 | -0.2 |
JPUS | JPMorgan Diversified Return U.S. Equity ETF | 14.0 | 18 | 47 | 5.6 | +0.4 |
CFA | VictoryShares US 500 Volatility Weighted Index ETF | 14.0 | 35 | 30 | 5.1 | -0.2 |
IWS | iShares Russell Mid-Cap Value ETF | 13.9 | 24 | 41 | 6.0 | +0.8 |
VALQ | American Century STOXX U.S. Quality Value ETF | 13.9 | 29 | 36 | 7.8 | +2.6 |
SYLD | Cambria Shareholder Yield ETF | 13.6 | 59 | 6 | 6.7 | +1.5 |
VFMO | Vanguard U.S. Momentum Factor ETF | 13.6 | 13 | 52 | 1.4 | -3.9 |
IWP | iShares Russell Mid-Cap Growth ETF | 13.4 | 24 | 41 | 2.7 | -2.6 |
STSB | iShares Factors US Small Blend Style ETF | 13.3 | 35 | 30 | 2.9 | -2.3 |
FXR | First Trust Industrials/Producer Durables AlphaDEX Fund | 13.1 | 63 | 2 | 5.2 | -0.0 |
1Overlap is the percentage of holdings by weight that are identical. For example, if Fund A has a 2% position in Apple, Inc. (AAPL) and Fund B has a 5% position, their overlapping position in AAPL is 2%.
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RESULTS & ESTIMATES
2015 | 2016 | 2017 | 2018 | 2019 | 2020E | 2021E | |
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Sales per share | ** | ** | ** | ** | ** | ** | ** |
Earnings per share | ** | ** | ** | ** | ** | ** | ** |
Dividends per share ![]() |
** | ** | ** | ** | ** | ** | ** |
Book value per share | ** | ** | ** | ** | ** | ** | ** |
Sales per share growth | **% | **% | **% | **% | **% | **% | |
EPS growth | **% | **% | **% | **% | **% | **% |
Sales per share growth | **% | **% | **% | **% | **% | **% | |
EPS growth | **% | **% | **% | **% | **% | **% |
OTHER FUNDAMENTAL METRICS
Long term EPS growth est. | **% | Debt-to-equity | **x | |
Asset turnover | **% | Assets-to-equity | **x |
*Six months ago = 100 |
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VALUATION METRICS
2019 | 2020E | 2021E | |
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Price-to-sales | ** | ** | ** |
Price-to-earnings | ** | ** | ** |
Price-to-cash flow | ** | ** | ** |
Price-to-growth | ** | ** | ** |
Price-to-book value | ** | ** | ** |
Yield | ** | ** | ** |
Historical valuation trends
Forward multiple: |
First Trust Active Factor Mid Cap ETF | |||
Relative to: |
S&P500 | MSCI EAFE | MSCI Emg. Mkts. | Other ETF: |
NEUTRAL |
Average appreciation potential. A rating of NEUTRAL is assigned to ETFs with ALTAR Scores in the middle quintile (ranking between 40%-60%) of their category. This indicates that valuations adequately reflect the fundamentals of stocks in these funds. |
ALTAR Score™
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MODERN PORTFOLIO THEORY
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CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
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