ACIN vs AFDM

ACIN vs AFDM

Which is better, ACIN or AFDM?

AFDM has been ahead.

ACIN has a lower expense ratio. AFDM led over 1Y.

Lower Fees: ACINHigher Returns (1Y): AFDM

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricACINAFDM
Expense Ratio0.52%Best0.80%
AUM$558M$144M
Dividend Yield0.00%3.49%
Holdings421181
YTD Return+1.44%+11.73%Best
1Y Return-+17.68%
3Y Return (annualized)-+20.38%
5Y Return (annualized)-+8.07%
Fund FamilyHartford FundsFirst Trust Portfolios (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionJun 30, 2008Apr 14, 2016

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

ACIN vs AFDM growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

Compare ACIN against instead:ACIN vs SPYACIN vs QQQACIN vs VOOACIN vs VTIAFDM against:AFDM vs VXUS

ACIN vs AFDM Performance

Hartford Alpha Capture International Equity ETF (ACIN) is an ETF from Hartford Funds and First Trust Active Factor International ETF (AFDM) is an ETF from First Trust Portfolios (US). Year to date, ACIN is up 1.44% versus a gain of 11.73% for AFDM.

Past performance does not guarantee future results.

Fees and Cost Over Time

ACIN charges 0.52% per year while AFDM charges 0.80%. On a $10,000 position that is $52 vs $80 annually, a gap of $28 per year that compounds over a long holding period. On income, ACIN currently yields 0.00% against 3.49% for AFDM.

Holdings Overlap

AFDM already in ACIN30.4%

At least 30.4% of AFDM's money is in holdings ACIN also owns.

Stated as a floor: for ACIN, our book for it covers 87.0% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

The two portfolios partly overlap.

51 positions in common, counted across the 409 positions we hold weights for in ACIN and 179 in AFDM, against full books of 421 and 181.

Top Shared Holdings

StockWeight in ACINWeight in AFDMDifference
ASML:ASASML Holding NV - Ordinary Shares2.09%1.92%0.17%
BNP:PABnp Paribas Ordinary Shares0.65%1.41%0.76%
UBSG:SMUbs Group Ag Ordinary Shares1.15%0.86%0.29%
SCHN:PASchneider Electric Se1.47%0.21%1.26%
RR:LNRolls-Royce Holdings Plc0.71%0.97%0.26%
TD:CAToronto Dominion Bank/The0.41%1.25%0.84%
NOVN:SMNovartis Ag Ordinary Shares0.32%1.28%0.96%
TTE:PATotalEnergies SE0.54%0.99%0.45%
7751:JPCanon Inc0.28%0.84%0.56%
ABND:ASAbn Amro Bank Nv0.35%0.76%0.41%

30.4% of AFDM is already inside ACIN.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

ACINAFDM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, ACIN or AFDM?

ACIN has an expense ratio of 0.52% while AFDM charges 0.80%. ACIN is the cheaper option, by $28 a year on a $10,000 investment.

What is the holdings overlap between ACIN and AFDM?

At least 30.4% of AFDM's money is in holdings ACIN also owns. Our book for ACIN is partial, so the real figure is this or higher. They hold 51 positions in common, counted across the 409 positions we hold weights for in ACIN and 179 in AFDM.

Which pays a higher dividend, ACIN or AFDM?

ACIN yields 0.00% while AFDM yields 3.49%, so AFDM currently pays the higher dividend yield.

Is AFDM better than ACIN?

ACIN has a lower expense ratio. AFDM led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.