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AFMCvsOUSMETF Comparison
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 Industrials, Information Technology and Financials. In contrast, OUSM's top sector exposures are Industrials, Financials and Consumer Discretionary. AFMC is more expensive with a Total Expense Ratio (TER) of 0.65%, versus 0.48% for OUSM. AFMC is up 4.35% year-to-date (YTD) with +$35M in YTD flows. OUSM performs worse with 2.06% YTD performance, and -$24M 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.
AFMC vs OUSM performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | AFMC OUSM | -4.30%-6.17% | +1.71%-0.09% | +4.35%+2.06% | +20.28%+7.43% | +65.49%+39.82% | +53.91%+43.89% |
| Flows | AFMC OUSM | +$18M-$6M | +$35M-$27M | +$35M-$24M | +$80M-$33M | +$120M+$565M | +$119M+$631M |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | AFMC OUSM | +14.63%+12.95% | +19.44%+17.25% | +17.74%+15.24% | +19.48%+16.55% |
| Max drawdown | AFMC OUSM | -5.13%-6.17% | -13.21%-11.91% | -21.83%-19.49% | -25.69%-19.49% |
| Max drawdown duration | AFMC OUSM | 17d28d | 46d44d | 289d435d | 752d435d |
AFMC | OUSM | |
Last sale 3/12/2026 at 1:30 PM | $35.35 | |
| Previous close 03/12/2026 | $35.92 | |
| Consolidated volume 03/12/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Create an account to view replication metrics
AFMC | OUSM | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
AFMC | OUSM | |
|---|---|---|
| Last price | $35.35 | – |
| 1D performance | -1.60% | – |
| AuM | $134.68 M | $890.89 M |
| E/R | 0.65% | 0.48% |
AFMC | OUSM | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | First Trust | O'Shares |
| Benchmark | - | O’Shares U.S. Small-Cap Quality Dividend Index |
| N° of holdings | 258 | 107 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | December 3, 2019 | December 30, 2016 |
| ESG | No | No |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
Top 15 holdings
How have the AFMC and OUSM ETFs performed in 2026?
As of March 11, 2026, AFMC is up 4.35% year-to-date (YTD), while OUSM has returned 2.06%. 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 +$35M in flows, compared to -$24M for OUSM.
Which ETF is more volatile: AFMC or OUSM?
Over the past year, AFMC had a volatility of 19.44%, while OUSM experienced 17.25%.
Which ETF is bigger: AFMC or OUSM?
As of March 11, 2026, AFMC holds $134.68 M in assets under management (AUM), while OUSM manages $890.89 M.
What sectors do the AFMC and OUSM ETFs invest in?
AFMC leans toward sectors like Industrials, Information Technology and Financials. Meanwhile, OUSM focuses on Industrials, Financials and Consumer Discretionary.
What are the top holdings of the AFMC ETF and OUSM ETF?
AFMC top holdings include MUELLER INDUSTRIES, FEDERATED HERMES and EXELIXIS. OUSM holds in its top three: DONALDSON, NATIONAL HEALTHCARE and AVNET.
Which ETF is more diversified: AFMC or OUSM?
AFMC holds 265 securities with 15.32% of its assets in the top 15. OUSM has 107 securities and a top 15 weight of 32.68%.
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