AFDM vs PJIN

AFDM vs PJIN

Which is better, AFDM or PJIN?

PJIN costs less.

PJIN has a lower expense ratio. AFDM is less concentrated, with 15.1% of the fund in its ten largest positions against 25.7%.

Lower Fees: PJINLess Concentrated: 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

MetricAFDMPJIN
Expense Ratio0.83%0.23%Best
AUM$149M$5M
Dividend Yield3.47%0.00%
Holdings178110
YTD Return+11.55%Best-4.21%
1Y Return+20.58%-
3Y Return (annualized)+21.39%-
5Y Return (annualized)+8.90%-
Top 10 Weight15.1%Best25.7%
Fund FamilyFirst Trust Portfolios (US)PGIM Investments
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionApr 14, 2016Sep 1, 2026

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

AFDM vs PJIN 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 AFDM against instead:AFDM vs SPYAFDM vs QQQAFDM vs VOOAFDM vs VTIPJIN against:PJIN vs VXUS

AFDM vs PJIN Performance

First Trust Active Factor International ETF (AFDM) is an ETF from First Trust Portfolios (US) and PGIM Jennison International Core Equity ETF (PJIN) is an ETF from PGIM Investments. Year to date, AFDM is up 11.55% versus a loss of 4.21% for PJIN.

Past performance does not guarantee future results.

Fees and Cost Over Time

AFDM charges 0.83% per year while PJIN charges 0.23%. On a $10,000 position that is $83 vs $23 annually, a gap of $60 per year that compounds over a long holding period. On income, AFDM currently yields 3.47% against 0.00% for PJIN.

Holdings Overlap

AFDM already in PJIN9.6%
PJIN already in AFDM14.8%

9.6% of AFDM's money is in holdings PJIN also owns. 14.8% of PJIN's money is in holdings AFDM also owns.

PJIN and AFDM share little of their money.

16 positions in common, counted across the 178 positions we hold weights for in AFDM and 110 in PJIN, against full books of 178 and 110.

What only one of them owns

Our book lists 7 positions for PJIN that do not appear in our book for AFDM (10.6% of the fund), and 4 for AFDM that do not appear in PJIN (4.0%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in AFDMWeight in PJINDifference
TTE:PATotal Fina Elf Holdings Usa, Inc.0.88%2.44%1.56%
NESN:SMNestle Sa0.39%2.28%1.89%
CFR:SMCie Financiere Richemo-A Reg1.05%1.56%0.51%
BNP:PABnp Paribas Sa1.58%0.94%0.64%
RR:LNRolls-Royce Holdings PLC Ord Gbp0.201.13%0.76%0.37%
UBSG:SMUbs Group Ag Ordinary Shares0.87%0.89%0.02%
EDV:LNEndeavour Mining Plc0.56%0.77%0.21%
SCHN:PASchneider Electric Se0.25%0.86%0.61%
SGEF:PAVinci Sa0.35%0.74%0.39%
6981:JPMurata Manufacturing Co. Ltd. Com Stk0.56%0.50%0.06%

You are not choosing between two funds in isolation.

Whichever of AFDM and PJIN you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

AFDMPJIN

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, AFDM or PJIN?

AFDM has an expense ratio of 0.83% while PJIN charges 0.23%. PJIN is the cheaper option, by $60 a year on a $10,000 investment.

What is the holdings overlap between AFDM and PJIN?

14.8% of PJIN's money is in holdings AFDM also owns. 14.8% of PJIN's is in holdings AFDM also owns. They hold 16 positions in common, counted across the 178 positions we hold weights for in AFDM and 110 in PJIN.

Which pays a higher dividend, AFDM or PJIN?

AFDM yields 3.47% while PJIN yields 0.00%, so AFDM currently pays the higher dividend yield.

Is PJIN better than AFDM?

PJIN has a lower expense ratio. AFDM is less concentrated, with 15.1% of the fund in its ten largest positions against 25.7%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.