AFMCvsOUSMETF Comparison
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First Trust Active Factor Mid Cap ETF (AFMC) and ALPS O’Shares U.S. Small-Cap Quality Dividend ETF (OUSM) belong to the same industry segment: US Multi-Factor. AFMC's top 3 sector exposures are Finance, Technology and Industrials. In contrast, OUSM's top sector exposures are Finance, Industrials and Technology. AFMC is more expensive with a Total Expense Ratio (TER) of 0.68%, versus 0.48% for OUSM. AFMC is up 17.12% year-to-date (YTD) with +$99M in YTD flows. OUSM performs worse with 11.06% YTD performance, and -$157M in YTD flows. Run a side-by-side ETF comparison of AFMC and OUSM below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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AFMC vs OUSM performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 09/10/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | AFMC OUSM | -3.38%-3.33% | +2.02%+4.79% | +17.12%+11.06% | +19.29%+9.13% | +67.93%+41.27% | +64.88%+48.08% |
| Flows | AFMC OUSM | +$23M-$22M | +$47M-$79M | +$99M-$157M | +$111M-$227M | +$178M+$305M | +$184M+$489M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | AFMC OUSM | +12.03%+12.15% | +14.82%+12.80% | +17.44%+15.11% | +19.20%+16.45% |
| Max drawdown | AFMC OUSM | -4.33%-4.58% | -8.15%-9.24% | -21.83%-19.49% | -25.69%-19.49% |
| Max drawdown duration | AFMC OUSM | 25d25d | 47d124d | 289d435d | 752d435d |
Trading data
AFMC | OUSM | |
Last sale 9/11/2026 at 1:30 PM | $40.74 | |
| Previous close 09/10/2026 | $40.28 | |
| Consolidated volume 09/10/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of August 31, 2026
1-year trailing difference
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AFMC
is actively managed and doesn’t replicate an indexAFMC | OUSM | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 9/11/2026 at 1:30 PM
Live
Closed
AFMC | OUSM | |
|---|---|---|
| Last price | $40.74 | – |
| 1D performance | +1.14% | – |
| AuM | $215.05 M | $824.93 M |
| E/R | 0.68% | 0.48% |
Characteristics
AFMC | OUSM | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | First Trust | O'Shares |
| Benchmark | - | O’Shares U.S. Small-Cap Quality Dividend Index |
| N° of holdings | 261 | 109 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | December 3, 2019 | December 30, 2016 |
| ESG | No | No |
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Exposure
Countries
AFMC
USA
95.63%
Other
4.37%
OUSM
USA
97.86%
Other
2.14%
Sectors
AFMC
Finance
20.72%
Technology
18%
Industrials
17.08%
Healthcare
10.33%
Consumer Cyclical.
9.61%
Non-Energy Materi.
9.56%
Other
14.7%
OUSM
Finance
22.18%
Industrials
18.11%
Technology
11.54%
Consumer Services
9.79%
Consumer Cyclical.
8.72%
Healthcare
8.47%
Other
21.18%
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Diversification
AFMC
Total weight of top 15 holdings out of 15
16.36%
OUSM
Total weight of top 15 holdings out of 15
31.61%
Top 15 holdings
Data as of July 31, 2026
AFMC
Reliance, Inc.
1.45%
Casey's General Stores, Inc.
1.30%
BorgWarner, Inc.
1.24%
Mueller Industries, Inc.
1.18%
TechnipFMC plc
1.14%
Federated Hermes, Inc.
1.13%
RenaissanceRe Holdings Ltd.
1.08%
Chord Energy Corp.
1.08%
Matson, Inc.
1.05%
Exelixis, Inc.
1.05%
Halozyme Therapeutics, Inc.
0.99%
ATI, Inc.
0.97%
National Fuel Gas Co.
0.91%
APA Corp.
0.90%
Affiliated Managers Group, Inc.
0.89%
OUSM
Chemed Corp.
2.42%
Texas Roadhouse, Inc.
2.34%
SEI Investments Co.
2.23%
National HealthCare Corp.
2.20%
Primerica, Inc.
2.19%
Radian Group Inc.
2.18%
MGIC Investment Corp.
2.17%
Essent Group Ltd.
2.15%
Donaldson Co., Inc.
2.11%
Royalty Pharma Plc
2.02%
Lincoln Electric Holdings, Inc.
1.94%
The New York Times Co.
1.93%
Avnet, Inc.
1.92%
ITT, Inc.
1.91%
Allison Transmission Holdings, Inc.
1.90%
Frequently asked questions about AFMC and OUSM
How have the AFMC and OUSM ETFs performed in 2026?
As of September 10, 2026, AFMC is up 17.12% year-to-date (YTD), while OUSM has returned 11.06%. That puts AFMC better performer ahead so far this year.
Which ETF is attracting more investor money: AFMC or OUSM?
Year-to-date, the AFMC ETF saw +$99M in flows, compared to -$157M for OUSM.
Which ETF is more volatile: AFMC or OUSM?
Over the past year, AFMC had a volatility of 14.82%, while OUSM experienced 12.8%.
Which ETF is bigger: AFMC or OUSM?
As of September 10, 2026, AFMC holds $215.05 M in assets under management (AUM), while OUSM manages $824.93 M.
What sectors do the AFMC and OUSM ETFs invest in?
AFMC leans toward sectors like Finance, Technology and Industrials. Meanwhile, OUSM focuses on Finance, Industrials and Technology.
What are the top holdings of the AFMC ETF and OUSM ETF?
AFMC top holdings include Reliance, Inc., Casey's General Stores, Inc. and BorgWarner, Inc.. OUSM holds in its top three: Chemed Corp., Texas Roadhouse, Inc. and SEI Investments Co..
Which ETF is more diversified: AFMC or OUSM?
AFMC holds 261 securities with 16.36% of its assets in the top 15. OUSM has 109 securities and a top 15 weight of 31.61%.
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