AFGR vs SMAX
Comparison between First Trust Multi-Manager Large Growth ETF (AFGR, ETF) and ISHARES LARGE CAP MAX BUFFER SEP ETF (SMAX, ETF).
AFGR vs SMAX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
AFGR vs SMAX - Holdings Comparison
AFGR and SMAX have 0 common holdings. Overlap is 0.00%
AFGR's top 25 holdings weight is 74.66%. SMAX's top 25 holdings weight is 106.49%.
| Rank | AFGR | SMAX |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 12.61% | ISHARES CORE S&P 500 ETF (IVV) - 106.49% |
| #2 | ALPHABET INC CLASS A (GOOGL) - 5.46% | N/A |
| #3 | MICROSOFT CORP (MSFT) - 4.76% | N/A |
| #4 | BROADCOM INC (AVGO) - 4.59% | N/A |
| #5 | APPLE INC (AAPL) - 4.40% | N/A |
| #6 | AMAZON.COM INC (AMZN) - 4.39% | N/A |
| #7 | META PLATFORMS INC CLASS A (META) - 4.39% | N/A |
| #8 | MORGAN STANLEY INSTL LQUDTY TRS INSTL (MISXX) - 4.00% | N/A |
| #9 | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 3.23% | N/A |
| #10 | n/a (TSM) - 2.75% | N/A |
| #11 | SPOTIFY TECHNOLOGY SA (SPOT) - 2.23% | N/A |
| #12 | n/a (SHOP) - 2.04% | N/A |
| #13 | ELI LILLY AND CO (LLY) - 1.88% | N/A |
| #14 | CARPENTER TECHNOLOGY CORP (CRS) - 1.85% | N/A |
| #15 | CARVANA CO CLASS A (CVNA) - 1.70% | N/A |
| #16 | BLOCK INC CLASS A (XYZ) - 1.69% | N/A |
| #17 | QUANTA SERVICES INC (PWR) - 1.67% | N/A |
| #18 | CLOUDFLARE INC (NET) - 1.60% | N/A |
| #19 | NETFLIX INC (NFLX) - 1.52% | N/A |
| #20 | LAM RESEARCH CORP (LRCX) - 1.49% | N/A |
| #21 | APPLOVIN CORP ORDINARY SHARES CLASS A (APP) - 1.40% | N/A |
| #22 | VISA INC CLASS A (V) - 1.31% | N/A |
| #23 | DOORDASH INC ORDINARY SHARES CLASS A (DASH) - 1.27% | N/A |
| #24 | DATADOG INC CLASS A (DDOG) - 1.23% | N/A |
| #25 | TESLA INC (TSLA) - 1.20% | N/A |
| Total Holdings | 77 | 1 |
AFGR vs SMAX - Historical Returns
Returns include dividend reinvestment.
AFGR vs SMAX - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | AFGR | SMAX |
|---|---|---|
| 2026 | +2.41% | +2.96% |
| 2025 | +16.74% | +7.88% |
| 2024 | +28.77% | +1.02% |
| 2023 | +45.39% | N/A |
| 2022 | -39.18% | N/A |
| 2021 | +15.11% | N/A |
| 2020 | +20.61% | N/A |
AFGR vs SMAX Drawdown Comparison
The maximum drawdown for AFGR was -45.97%, occurring on Oct 14, 2022. Recovery took 730 trading sessions.
The maximum drawdown for SMAX was -3.90%, occurring on Apr 8, 2025. Recovery took 60 trading sessions.
The current AFGR drawdown is -4.84%. The current SMAX drawdown is -0.23%.
| Rank | AFGR | SMAX |
|---|---|---|
| #1 | -45.97% Nov 16, 2021 - Oct 14, 2024 | -3.90% Feb 20, 2025 - May 16, 2025 |
| #2 | -26.57% Feb 14, 2025 - Jun 26, 2025 | -1.91% Feb 25, 2026 - Apr 13, 2026 |
| #3 | -19.89% Oct 29, 2025 - Jun 1, 2026 | -0.81% Oct 28, 2025 - Nov 26, 2025 |
| #4 | -11.88% Feb 12, 2021 - Jun 22, 2021 | -0.72% May 19, 2025 - Jun 2, 2025 |
| #5 | -9.92% Sep 2, 2020 - Oct 13, 2020 | -0.71% Dec 11, 2024 - Dec 24, 2024 |
| #6 | -8.31% Oct 13, 2020 - Nov 5, 2020 | -0.63% Jun 2, 2026 - Jun 10, 2026 |
| #7 | -6.48% Jun 1, 2026 - Jun 10, 2026 | -0.61% Jan 9, 2026 - Jan 26, 2026 |
| #8 | -6.28% Sep 3, 2021 - Oct 21, 2021 | -0.57% Dec 24, 2024 - Jan 15, 2025 |
| #9 | -5.90% Dec 6, 2024 - Jan 23, 2025 | -0.56% Oct 22, 2024 - Nov 6, 2024 |
| #10 | -4.82% Jan 21, 2021 - Feb 2, 2021 | -0.54% Feb 2, 2026 - Feb 9, 2026 |
| #11 | -3.94% Sep 22, 2025 - Oct 27, 2025 | -0.53% Jul 28, 2025 - Aug 8, 2025 |
| #12 | -3.70% Nov 6, 2020 - Nov 25, 2020 | -0.52% Nov 8, 2024 - Nov 29, 2024 |
| #13 | -3.50% Oct 14, 2024 - Nov 6, 2024 | -0.48% Feb 9, 2026 - Feb 25, 2026 |
| #14 | -3.28% Aug 6, 2020 - Aug 18, 2020 | -0.45% Oct 8, 2025 - Oct 20, 2025 |
| #15 | -3.08% Nov 13, 2024 - Nov 25, 2024 | -0.39% Dec 11, 2025 - Dec 22, 2025 |
Correlation
Correlation between AFGR and SMAX is 0.85 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2020 - 2025)
AFGR vs SMAX dividend yield comparison.
| Year | AFGR | SMAX |
|---|---|---|
| 2025 | 0.00% | 0.98% |
| 2024 | 0.00% | 0.27% |
| 2020 | 0.25% | 0.00% |
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