AFLG vs DSU

Comparison between FIRST TRUST ACTIVE FACTOR LARGE CAP ETF (AFLG, ETF) and BlackRock Debt Strategies Fund Inc (DSU, ETF).

5-Year PerformanceAFLG has outperformed DSU, delivering a return of +12.5% compared to +6.7%

AFLG vs DSU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AFLG(ETF)	DSU(ETF)
Net Assets	$609M	$609M
Expense Ratio	0.55%	N/A
Max Drawdown	35.84%	78.64%
Sharpe Ratio	1.50	-0.03
5Y Beta	0.90	0.31
P/E Ratio	23.87	N/A
Forward P/E	18.36	N/A
PEG Ratio	0.20	N/A
5Y Dividends CAGR	3.13%	10.20%
5Y EPS CAGR	26.70%	N/A
Debt to Equity	44.58%	N/A
P/S Ratio	2.17	N/A
P/B Ratio	4.50	N/A

Net Assets

Winner

AFLG

$609M

DSU

$609M

Expense Ratio

AFLG

0.55%

DSU

N/A

Max Drawdown

Winner

AFLG

35.84%

DSU

78.64%

Sharpe Ratio

Winner

AFLG

1.50

DSU

-0.03

5Y Beta

AFLG

0.90

Winner

DSU

0.31

P/E Ratio

AFLG

23.87

DSU

N/A

Forward P/E

AFLG

18.36

DSU

N/A

PEG Ratio

AFLG

0.20

DSU

N/A

5Y Dividends CAGR

AFLG

3.13%

Winner

DSU

10.20%

5Y EPS CAGR

AFLG

26.70%

DSU

N/A

Debt to Equity

AFLG

44.58%

DSU

N/A

P/S Ratio

AFLG

2.17

DSU

N/A

P/B Ratio

AFLG

4.50

DSU

N/A

AFLG vs DSU - Historical Returns

Returns include dividend reinvestment.

Period	AFLG	DSU
1 month	+1.01%	-1.45%
3 months	+7.83%	+0.56%
6 months	+9.72%	-0.50%
1 year	+23.11%	+3.36%
5 years(CAGR)	+12.45%	+6.74%
10 years(CAGR)	N/A	+7.80%
Max(CAGR)	+13.77%	+6.56%

Winner

AFLG

+1.01%

DSU

-1.45%

Winner

AFLG

+7.83%

DSU

+0.56%

Winner

AFLG

+9.72%

DSU

-0.50%

Winner

AFLG

+23.11%

DSU

+3.36%

5Y(CAGR)

Winner

AFLG

+12.45%

DSU

+6.74%

10Y(CAGR)

AFLG

N/A

DSU

+7.80%

Max(CAGR)

Winner

AFLG

+13.77%

DSU

+6.56%

AFLG vs DSU - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	AFLG	DSU
2026	+9.53%	-0.68%
2025	+14.34%	+5.03%
2024	+27.88%	+11.83%
2023	+20.66%	+29.30%
2022	-16.03%	-15.84%
2021	+28.90%	+20.28%
2020	+9.97%	+2.25%
2019	+2.77%	+21.10%
2018	N/A	-10.89%
2017	N/A	+10.10%
2016	N/A	+21.39%
2015	N/A	-1.18%
2014	N/A	+0.25%
2013	N/A	-0.31%
2012	N/A	+18.15%
2011	N/A	+10.38%
2010	N/A	+15.57%
2009	N/A	+49.57%
2008	N/A	-48.60%
2007	N/A	-15.32%
2006	N/A	+28.62%
2005	N/A	-0.81%
2004	N/A	+10.41%
2003	N/A	+36.60%
2002	N/A	-2.25%
2001	N/A	+14.21%
2000	N/A	-1.28%
1999	N/A	-5.08%

AFLG vs DSU Drawdown Comparison

The maximum drawdown for AFLG was -35.84%, occurring on Mar 23, 2020. Recovery took 138 trading sessions.

The maximum drawdown for DSU was -71.89%, occurring on Mar 9, 2009. Recovery took 1366 trading sessions.

The current AFLG drawdown is -2.50%. The current DSU drawdown is -2.92%.

Rank	AFLG	DSU
#1	-35.84% Feb 14, 2020 - Sep 1, 2020	-71.89% Feb 1, 2007 - Jul 3, 2012
#2	-23.48% Dec 29, 2021 - Jan 10, 2024	-45.38% Feb 19, 2020 - Jan 15, 2021
#3	-17.49% Dec 4, 2024 - Jun 30, 2025	-30.49% May 16, 2002 - Mar 31, 2003
#4	-9.11% Sep 2, 2020 - Nov 16, 2020	-24.22% Dec 28, 2021 - Nov 24, 2023
#5	-8.19% Feb 25, 2026 - Apr 14, 2026	-20.52% Aug 16, 2000 - Jan 18, 2001
#6	-7.32% Jul 16, 2024 - Aug 21, 2024	-19.43% Jan 31, 2001 - Jan 7, 2002
#7	-5.99% Sep 2, 2021 - Nov 2, 2021	-18.01% Jan 21, 2004 - Oct 5, 2004
#8	-5.80% Mar 28, 2024 - May 15, 2024	-16.34% May 8, 2013 - Jul 22, 2016
#9	-5.21% Feb 12, 2021 - Mar 12, 2021	-14.59% Feb 14, 2025 - May 29, 2025
#10	-4.81% Oct 27, 2025 - Dec 10, 2025	-14.04% Dec 28, 2004 - Jul 14, 2005
#11	-4.21% Aug 30, 2024 - Sep 19, 2024	-13.43% Aug 24, 2018 - Apr 12, 2019
#12	-4.04% May 7, 2021 - Jun 25, 2021	-12.41% Jul 11, 2003 - Oct 8, 2003
#13	-3.83% Nov 16, 2021 - Dec 8, 2021	-10.74% Oct 4, 2012 - Jan 11, 2013
#14	-3.40% Jan 25, 2021 - Feb 5, 2021	-10.58% Sep 12, 2005 - Jan 12, 2006
#15	-3.10% Jan 23, 2020 - Feb 5, 2020	-10.00% Nov 5, 1999 - Jul 27, 2000

Correlation

Correlation between AFLG and DSU is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97

-101

Dividend Comparison (2000 - 2026)

AFLG vs DSU dividend yield comparison.

Year	AFLG	DSU
2026	0.12%	5.12%
2025	0.84%	11.63%
2024	0.53%	11.01%
2023	1.53%	9.70%
2022	1.52%	7.56%
2021	0.93%	6.21%
2020	1.28%	7.96%
2019	0.20%	7.43%
2018	0.00%	8.41%
2017	0.00%	6.98%
2016	0.00%	6.60%
2015	0.00%	8.07%
2014	0.00%	7.96%
2013	0.00%	8.47%
2012	0.00%	7.77%
2011	0.00%	8.35%
2010	0.00%	9.08%
2009	0.00%	11.56%
2008	0.00%	24.45%
2007	0.00%	11.73%
2006	0.00%	8.86%
2005	0.00%	10.30%
2004	0.00%	9.46%
2003	0.00%	11.24%
2002	0.00%	14.34%
2001	0.00%	14.43%
2000	0.00%	7.55%