AFMC

ETFActive

First Trust Active Factor Mid Cap ETF

Category: US Equity (9,528 funds)

Expense Ratio
0.68%
Annual Cost per $10K
$68.00
30-Year Fee Drag per $10K
$13,252
at 7% annual return
Fund Type
ETF
Active
Trailing 12-Month
+6.98%

Asset Allocation

US Equity
98%
Intl Equity
2%

Fee Comparison

AFMC
0.68%
US Equity average
1.06%
US Equity cheapest
0.00%
Index benchmark
0.03%

36% cheaper than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of August 2025 · Updated quarterly

+55.47%3Y
Compare to

Fee Impact Calculator

$
%
AFMC at 0.68%$314,354
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$66,259
Cost vs index fund−$63,070

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of August 2025

TickerNameER
AFMCFirst Trust Active Factor Mid Cap ETF0.68%
QCGRFXCollege Retirement Equities Fund - Growth Account
TRZBXT. Rowe Price Blue Chip Growth Fund, Inc.0.55%
VNQVANGUARD REAL ESTATE INDEX FUND0.27%
AULDXUltra Fund0.54%
TRJZXT. Rowe Price Growth Stock Fund, Inc.0.51%
VWUAXVANGUARD U.S. GROWTH FUND0.35%
TRLGXT. Rowe Price Large-Cap Growth Fund0.55%
TIQRXNuveen Equity Index Fund0.30%
QCEQFXCollege Retirement Equities Fund - Equity Index Account
TRFHXT. Rowe Price Retirement 2030 Fund0.40%
APGZXAB LARGE CAP GROWTH FUND INC0.51%
VMCAXVANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND
TRHDXT. Rowe Price Retirement 2040 Fund0.43%
TRFJXT. Rowe Price Retirement 2035 Fund0.42%
AGRDXGrowth Fund0.54%
HNACXHarbor Capital Appreciation Fund0.59%
DVYiShares Select Dividend ETF0.38%
IVEiShares S&P 500 Value ETF0.18%
LGRNXLoomis Sayles Growth Fund0.57%
COWZPacer US Cash Cows 100 ETF0.49%
TRIKXT. Rowe Price Retirement 2045 Fund0.44%
TREHXT. Rowe Price Retirement 2025 Fund0.38%
TRJLXT. Rowe Price Retirement 2050 Fund0.45%
IYWiShares U.S. Technology ETF0.38%
VEXRXVANGUARD EXPLORER FUND0.33%
EGFIXEdgewood Growth Fund$1M min1.00%
MOATVanEck Morningstar Wide Moat ETF0.47%
CREFXCohen & Steers Real Estate Securities Fund0.75%
ERASXEaton Vance Atlanta Capital SMID-Cap Fund0.81%
FNDXSchwab Fundamental U.S. Large Company ETF0.25%
DYNFiShares U.S. Equity Factor Rotation Active ETF0.26%
TRDBXT. Rowe Price Retirement 2020 Fund0.37%
TRJMXT. Rowe Price Retirement 2055 Fund0.46%
IGRFXMacquarie Mid Cap Growth Fund0.68%
OEICXJPMorgan Equity Index Fund0.45%
PFFiShares Preferred and Income Securities ETF0.45%
DFEVXEMERGING MARKETS VALUE PORTFOLIO$1M min0.44%
ASDEXSelect Fund0.55%
VGIAXVANGUARD GROWTH AND INCOME FUND0.26%
HAITXHARTFORD CORE EQUITY FUND0.36%
TRIRXNuveen Large Cap Growth Index Fund0.30%
PCUZXT. Rowe Price U.S. Equity Research Fund0.33%
QINSQVIP Index 500 Portfolio0.19%
QYLDGlobal X NASDAQ 100 Covered Call ETF0.60%
CSRIXCohen & Steers Institutional Realty Shares$1M min0.75%
FLMVXJPMorgan Mid Cap Value Fund1.09%
DGRWWisdomTree U.S. Quality Dividend Growth Fund0.28%
GCTRXGoldman Sachs U.S. Tax-Managed Equity Fund0.68%
AMLPAlerian MLP ETF0.85%
CIVVXCAUSEWAY INTERNATIONAL VALUE FUND1.10%
MLAIXNYLI Winslow Large Cap Growth Fund$1M min0.69%
OEFiShares S&P 100 ETF0.20%
FMUEXFree Market U.S. Equity Fund$1M min0.76%
DCZRXMacquarie Small Cap Core Fund0.68%
FSCSXSelect Software and IT Services Portfolio0.62%
FDNFirst Trust Dow Jones Internet Index Fund0.49%
VVIPXVoya VACS Index Series S Portfolio
GTENXGateway Fund0.65%
IWYiShares Russell Top 200 Growth ETF0.20%
JDEAXJPMorgan U.S. Research Enhanced Equity Fund0.60%
CSJFXCohen & Steers Realty Shares0.80%
PLCGXLargeCap Growth Fund I0.94%
JHLGXMultimanager Lifestyle Growth Portfolio0.97%
JAIZXManaged Volatility Growth Portfolio0.77%
PAVEGlobal X U.S. Infrastructure Development ETF0.47%
TRCVXNuveen Large Cap Value Index Fund0.30%
TRSPXNuveen S&P 500 Index Fund0.30%
JFIVX500 Index Trust0.30%
UANQXVictory Nasdaq-100 Index Fund0.43%
PLSAXLargeCap S&P 500 Index Fund0.39%
AFEDXLarge Cap Equity Fund0.44%
JAIJXLifestyle Growth Portfolio0.61%
SFLNXSchwab Fundamental U.S. Large Company Index Fund0.25%
MXVIXEmpower S&P 500 Index Fund0.49%
HAGAXCarillon Eagle Mid Cap Growth Fund1.03%
TRLNXT. Rowe Price Retirement 2060 Fund0.46%
CSXAXCalvert U.S. Large Cap Core Responsible Index Fund0.49%
DVZRXMacquarie Small Cap Value Fund0.70%
TSNIXT. Rowe Price Science & Technology Fund, Inc.0.67%
SUWAXDWS Core Equity Fund0.83%
ESBLXEaton Vance Floating-Rate Fund0.75%
FFEFXNuveen Dividend Value Fund0.61%
JAIYXManaged Volatility Balanced Portfolio0.75%
FDLFirst Trust Morningstar Dividend Leaders Index Fund0.43%
ILGRXMacquarie Large Cap Growth Fund0.89%
TGIWXNuveen Core Equity Fund0.40%
COAVXColumbia Overseas Value Fund0.82%
SSSVXState Street Equity 500 Index Fund0.47%
TRLIXNuveen Large Cap Value Fund0.41%
SAPYXClearBridge Appreciation Fund$1M min0.65%
DDZRXMacquarie Value Fund0.61%
HIAGXHARTFORD DISCIPLINED EQUITY HLS FUND0.59%
CGWRXColumbia Cornerstone Growth Fund0.97%
FUFRXFranklin Utilities Fund0.50%
TRPSXNuveen Large Cap Responsible Equity Fund0.32%
TSVPXT. Rowe Price Spectrum Diversified Equity Fund0.58%
HNVRXHarbor Small Cap Value Fund0.80%
ETTGXEaton Vance Tax-Managed Growth Fund 1.10.72%
IEOPXVOYA LARGE CAP GROWTH PORTFOLIO0.92%
VSTIXStock Index Fund0.23%

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