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AFSMvsXJRETF Comparison

ETF 1

AFSM

First Trust Active Factor Small Cap ETF

This fund is part of

US Multi-Factor

+0.96%

Full AFSM fund page

VS

ETF 2

XJR

iShares ESG Select Screened S&P Small-Cap ETF

This fund is part of

US Small Cap

+1.93%

Full XJR fund page

First Trust Active Factor Small Cap ETF (AFSM) belongs to the US Multi-Factor segment. iShares ESG Select Screened S&P Small-Cap ETF (XJR) is part of the US Small Cap segment. AFSM's top 3 sector exposures are Information Technology, Industrials and Health Care. In contrast, XJR's top sector exposures are Financials, Industrials and Information Technology. AFSM is more expensive with a Total Expense Ratio (TER) of 0.75%, versus 0.12% for XJR. AFSM is up 7.87% year-to-date (YTD) with +$16M in YTD flows. XJR performs better with 12.56% YTD performance, and +$16M in YTD flows. Run a side-by-side ETF comparison of AFSM and XJR 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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AFSM vs XJR performance and flow charts

Performance

Cumulative Flows

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Daily, global ETF data for advanced analysis or integration into apps (API), from our partner Trackinsight.

Data Services

Historic performance and flows

Data as of 04/16/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	AFSM XJR	+8.43%+10.18%	+2.78%+7.11%	+7.87%+12.56%	+35.29%+39.15%	+54.48%+48.03%	+41.30%+31.11%
Flows	AFSM XJR	-$1M+$2M	+$11M+$13M	+$16M+$16M	+$45M+$12M	+$74M+$60M	+$75M+$98M

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	AFSM XJR	+21.45%+20.11%	+18.02%+18.65%	+19.74%+20.61%	+21.28%+21.53%
Max drawdown	AFSM XJR	-9.36%-9.43%	-9.36%-9.43%	-24.90%-27.00%	-28.44%-27.00%
Max drawdown duration	AFSM XJR	46d62d	46d62d	303d409d	815d409d

Trading data

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	AFSM	XJR
Last sale 4/17/2026 at 1:30 PM	$36.17	$47.84
Previous close 04/16/2026	$35.38	$46.72
Consolidated volume 04/16/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Replication quality

Data as of March 31, 2026

1-year trailing difference

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AFSM

is actively managed and doesn’t replicate an index

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	AFSM	XJR
Tracking error
Tracking difference
1 year cumulative return difference
Best
Worst
Daily return difference
Average
Worst

Main metrics

Last update 4/17/2026 at 1:30 PM

Live

Closed

	AFSM	XJR
Last price	$36.17	$47.84
1D performance	+2.23%	+2.39%
AuM	$86.74 M	$133.90 M
E/R	0.75%	0.12%

Characteristics

	AFSM	XJR
Management strategy	Active	Passive
Provider	First Trust	iShares
Benchmark	-	S&P SmallCap 600 Sustainability Screened Index
N° of holdings	283	508
Asset class	-	Equities
Trailing 12m distribution yield	Join	Join
Inception date	December 3, 2019	September 22, 2020
ESG	No	Yes

More AFSM data on Trackinsight

More XJR data on Trackinsight

Exposure

Countries

AFSM

USA

86.67%

Other

13.33%

XJR

USA

98.23%

Other

1.77%

Sectors

AFSM

Information Techn.

16.45%

Industrials

16.3%

Health Care

16.2%

Financials

14.28%

Consumer Discreti.

8.94%

Other

27.83%

XJR

Financials

18.09%

Industrials

17.01%

Information Techn.

15.02%

Consumer Discreti.

13.75%

Health Care

10.66%

Real Estate

7.17%

Other

18.3%

Diversification

AFSM

Total weight of top 15 holdings out of 15

13.7%

XJR

Total weight of top 15 holdings out of 15

10.01%

Top 15 holdings

Data as of February 28, 2026

AFSM

TTM TECHNOLOGIES

1.31%

BLOOM ENERGY CORP

1.21%

PEABODY ENERGY

1.06%

AMES NATIONAL

1.01%

VIAVI SOLUTIONS INC

0.93%

NLIGHT INC

0.90%

KYG386441037

0.89%

VICOR

0.86%

INTERFACE

0.84%

US71385M1071

0.82%

NATIONAL HEALTHCARE

0.81%

CALEDONIA MINING CORP PLC

0.79%

INTERDIGITAL

0.77%

PHOTRONICS

0.76%

HECLA MINING

0.74%

XJR

US0669224778

1.75%

INTERDIGITAL

0.71%

CARETRUST REIT

0.67%

SANMINA CORP

0.64%

SITIME CORP

0.64%

JOHN BEAN TECHNOLOGIES

0.60%

ELEMENT SOLUTIONS INC

0.59%

JACKSON FINANCIAL INC

0.58%

SEMTECH

0.57%

ZURN WATER SOLUTIONS CORP

0.55%

ARMSTRONG WORLD INDUSTRIES

0.55%

FORMFACTOR

0.55%

INSTALLED BUILDING PRODUCTS

0.53%

ESCO TECHNOLOGIES

0.53%

FEDERAL SIGNAL

0.52%

Frequently asked questions about AFSM and XJR

How have the AFSM and XJR ETFs performed in 2026?

As of April 16, 2026, AFSM is up 7.87% year-to-date (YTD), while XJR has returned 12.56%. That puts XJR better performer ahead so far this year.

Which ETF is attracting more investor money: AFSM or XJR?

Year-to-date, the AFSM ETF saw +$16M in flows, compared to +$16M for XJR.

Which ETF is more volatile: AFSM or XJR?

Over the past year, AFSM had a volatility of 18.02%, while XJR experienced 18.65%.

Which ETF is bigger: AFSM or XJR?

As of April 16, 2026, AFSM holds $86.74 M in assets under management (AUM), while XJR manages $133.90 M.

What sectors do the AFSM and XJR ETFs invest in?

AFSM leans toward sectors like Information Technology, Industrials and Health Care. Meanwhile, XJR focuses on Financials, Industrials and Information Technology.

What are the top holdings of the AFSM ETF and XJR ETF?

AFSM top holdings include TTM TECHNOLOGIES, BLOOM ENERGY CORP and PEABODY ENERGY. XJR holds in its top three: US0669224778, INTERDIGITAL and CARETRUST REIT.

AFSMvsXJRETF Comparison

First Trust Active Factor Small Cap ETF

iShares ESG Select Screened S&P Small-Cap ETF

AFSM vs XJR performance and flow charts

Performance

Cumulative Flows

Get all the metrics on this page, and more, through a reliable ETF data feed

Countries

Sectors

Diversification

Top 15 holdings

How have the AFSM and XJR ETFs performed in 2026?

As of April 16, 2026, AFSM is up 7.87% year-to-date (YTD), while XJR has returned 12.56%. That puts XJR better performer ahead so far this year.

Which ETF is attracting more investor money: AFSM or XJR?

Year-to-date, the AFSM ETF saw +$16M in flows, compared to +$16M for XJR.

Which ETF is more volatile: AFSM or XJR?

Over the past year, AFSM had a volatility of 18.02%, while XJR experienced 18.65%.

Which ETF is bigger: AFSM or XJR?

As of April 16, 2026, AFSM holds $86.74 M in assets under management (AUM), while XJR manages $133.90 M.

What sectors do the AFSM and XJR ETFs invest in?

AFSM leans toward sectors like Information Technology, Industrials and Health Care. Meanwhile, XJR focuses on Financials, Industrials and Information Technology.

What are the top holdings of the AFSM ETF and XJR ETF?

AFSM top holdings include TTM TECHNOLOGIES, BLOOM ENERGY CORP and PEABODY ENERGY. XJR holds in its top three: US0669224778, INTERDIGITAL and CARETRUST REIT.

Which ETF is more diversified: AFSM or XJR?

AFSM holds 312 securities with 13.7% of its assets in the top 15. XJR has 538 securities and a top 15 weight of 10.01%.

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