AFLG vs EES
Comparison between FIRST TRUST ACTIVE FACTOR LARGE CAP ETF (AFLG, ETF) and WISDOMTREE U.S. SMALLCAP FUND (EES, ETF).
5-Year PerformanceAFLG has outperformed EES, delivering a return of +12.2% compared to +8.5%
AFLG vs EES - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
AFLG
$715M
Winner
EES
$716M
Expense Ratio
AFLG
0.55%
Winner
EES
0.38%
Max Drawdown
Winner
AFLG
35.84%
EES
64.55%
Sharpe Ratio
AFLG
1.35
Winner
EES
1.37
5Y Beta
Winner
AFLG
0.89
EES
0.93
P/E Ratio
Winner
AFLG
20.15
EES
24.72
Forward P/E
AFLG
16.95
Winner
EES
11.94
PEG Ratio
AFLG
0.16
EES
N/A
5Y Dividends CAGR
AFLG
2.31%
Winner
EES
15.53%
5Y EPS CAGR
Winner
AFLG
26.13%
EES
11.64%
Debt to Equity
Winner
AFLG
66.38%
EES
197.91%
P/S Ratio
AFLG
2.11
Winner
EES
1.13
P/B Ratio
AFLG
4.33
Winner
EES
1.87
AFLG vs EES - Holdings Comparison
AFLG and EES have 1 common holdings. Overlap is 0.00%
AFLG's top 25 holdings weight is 45.88%. EES's top 25 holdings weight is 14.94%.
| Rank | AFLG | EES |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.47% | n/a (VG) - 1.52% |
| #2 | ALPHABET INC CLASS A (GOOGL) - 6.26% | RINGCENTRAL INC CLASS A (RNG) - 0.85% |
| #3 | APPLE INC (AAPL) - 6.11% | ORGANON & CO ORDINARY SHARES (OGN) - 0.84% |
| #4 | MICROSOFT CORP (MSFT) - 3.82% | MATSON INC (MATX) - 0.81% |
| #5 | BROADCOM INC (AVGO) - 2.84% | CRESCENT ENERGY CO CLASS A (CRGY) - 0.75% |
| #6 | AMAZON.COM INC (AMZN) - 2.45% | BREAD FINANCIAL HOLDINGS INC (BFH) - 0.71% |
| #7 | LAM RESEARCH CORP (LRCX) - 1.43% | VIRTU FINANCIAL INC CLASS A (VIRT) - 0.67% |
| #8 | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 1.10% | BGC GROUP INC ORDINARY SHARES CLASS A (BGC) - 0.62% |
| #9 | CISCO SYSTEMS INC (CSCO) - 1.07% | GARRETT MOTION INC ORDINARY SHARES NEW (GTX) - 0.57% |
| #10 | APPLIED MATERIALS INC (AMAT) - 1.04% | ENOVA INTERNATIONAL INC (ENVA) - 0.55% |
| #11 | ALTRIA GROUP INC (MO) - 0.96% | HARLEY-DAVIDSON INC (HOG) - 0.55% |
| #12 | EXXONMOBIL HOLDINGS CORP (XOM) - 0.95% | UNITI GROUP INC (UNIT) - 0.52% |
| #13 | CONSOLIDATED EDISON INC (ED) - 0.94% | LEVI STRAUSS & CO CLASS A (LEVI) - 0.51% |
| #14 | FIRSTENERGY CORP (FE) - 0.90% | NORTHERN OIL & GAS INC (NOG) - 0.51% |
| #15 | ALLSTATE CORP (ALL) - 0.88% | CABOT CORP (CBT) - 0.51% |
| #16 | VISA INC CLASS A (V) - 0.87% | FIRST BANCORP (FBP) - 0.51% |
| #17 | NEWMONT CORP (NEM) - 0.82% | PAR PACIFIC HOLDINGS INC (PARR) - 0.49% |
| #18 | EOG RESOURCES INC (EOG) - 0.80% | SAREPTA THERAPEUTICS INC (SRPT) - 0.45% |
| #19 | LOEWS CORP (L) - 0.78% | VICTORIA'S SECRET & CO (VSXY) - 0.45% |
| #20 | THE TRAVELERS COMPANIES INC (TRV) - 0.77% | ZIFF DAVIS INC (ZD) - 0.45% |
| #21 | RELIANCE INC (RS) - 0.76% | STRIDE INC (LRN) - 0.43% |
| #22 | HF SINCLAIR CORP (DINO) - 0.75% | FIVE9 INC (FIVN) - 0.42% |
| #23 | META PLATFORMS INC CLASS A (META) - 0.71% | THE CHEESECAKE FACTORY INC (CAKE) - 0.42% |
| #24 | TJX COMPANIES INC (TJX) - 0.70% | n/a (HG) - 0.42% |
| #25 | BANK OF NEW YORK MELLON CORP (BNY) - 0.70% | THE WESTERN UNION CO (WU) - 0.41% |
| Total Holdings | 217 | 838 |
AFLG vs EES - Historical Returns
Returns include dividend reinvestment.
1M
Winner
AFLG
+2.92%
EES
+1.51%
3M
AFLG
+2.89%
Winner
EES
+7.76%
6M
AFLG
+10.41%
Winner
EES
+14.37%
1Y
AFLG
+20.12%
Winner
EES
+24.66%
5Y(CAGR)
Winner
AFLG
+12.24%
EES
+8.51%
10Y(CAGR)
AFLG
N/A
EES
+10.85%
Max(CAGR)
Winner
AFLG
+13.99%
EES
+8.90%
AFLG vs EES - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | AFLG | EES |
|---|---|---|
| 2026 | +14.09% | +20.98% |
| 2025 | +14.34% | +7.56% |
| 2024 | +27.88% | +10.65% |
| 2023 | +20.66% | +18.38% |
| 2022 | -16.03% | -17.08% |
| 2021 | +28.90% | +35.62% |
| 2020 | +9.97% | +3.35% |
| 2019 | +2.77% | +19.53% |
| 2018 | N/A | -10.99% |
| 2017 | N/A | +11.87% |
| 2016 | N/A | +32.94% |
| 2015 | N/A | -6.19% |
| 2014 | N/A | +3.60% |
| 2013 | N/A | +41.33% |
| 2012 | N/A | +13.08% |
| 2011 | N/A | -3.47% |
| 2010 | N/A | +23.75% |
| 2009 | N/A | +44.04% |
| 2008 | N/A | -30.66% |
| 2007 | N/A | -15.14% |
AFLG vs EES Drawdown Comparison
The maximum drawdown for AFLG was -35.84%, occurring on Mar 23, 2020. Recovery took 138 trading sessions.
The maximum drawdown for EES was -63.64%, occurring on Mar 9, 2009. Recovery took 864 trading sessions.
The current AFLG drawdown is -1.34%. The current EES drawdown is -2.33%.
| Rank | AFLG | EES |
|---|---|---|
| #1 | -35.84% Feb 14, 2020 - Sep 1, 2020 | -63.64% Jun 4, 2007 - Nov 4, 2010 |
| #2 | -23.48% Dec 29, 2021 - Jan 10, 2024 | -50.52% Aug 27, 2018 - Jan 6, 2021 |
| #3 | -17.49% Dec 4, 2024 - Jun 30, 2025 | -27.15% Nov 25, 2024 - Dec 10, 2025 |
| #4 | -9.11% Sep 2, 2020 - Nov 16, 2020 | -26.14% Jul 7, 2011 - Feb 1, 2012 |
| #5 | -8.19% Feb 25, 2026 - Apr 14, 2026 | -25.81% Nov 12, 2021 - Jul 16, 2024 |
| #6 | -7.32% Jul 16, 2024 - Aug 21, 2024 | -24.93% Jun 23, 2015 - Nov 10, 2016 |
| #7 | -5.99% Sep 2, 2021 - Nov 2, 2021 | -14.91% Mar 26, 2012 - Sep 13, 2012 |
| #8 | -5.80% Mar 28, 2024 - May 15, 2024 | -12.40% Jul 3, 2014 - Feb 19, 2015 |
| #9 | -5.21% Feb 12, 2021 - Mar 12, 2021 | -11.27% Sep 14, 2012 - Jan 2, 2013 |
| #10 | -4.81% Oct 27, 2025 - Dec 10, 2025 | -10.22% Jul 31, 2024 - Sep 19, 2024 |
| #11 | -4.21% Aug 30, 2024 - Sep 19, 2024 | -10.15% Jun 8, 2021 - Nov 1, 2021 |
| #12 | -4.04% May 7, 2021 - Jun 25, 2021 | -9.04% Apr 29, 2011 - Jul 7, 2011 |
| #13 | -3.83% Nov 16, 2021 - Dec 8, 2021 | -8.69% Jan 22, 2018 - May 17, 2018 |
| #14 | -3.71% Jun 2, 2026 - Aug 3, 2026 | -8.15% Mar 12, 2021 - May 7, 2021 |
| #15 | -3.40% Jan 25, 2021 - Feb 5, 2021 | -8.10% Dec 31, 2013 - Mar 4, 2014 |
Correlation
Correlation between AFLG and EES is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2007 - 2026)
AFLG vs EES dividend yield comparison.
| Year | AFLG | EES |
|---|---|---|
| 2026 | 0.26% | 0.53% |
| 2025 | 0.84% | 1.29% |
| 2024 | 0.53% | 1.37% |
| 2023 | 1.53% | 1.18% |
| 2022 | 1.52% | 1.12% |
| 2021 | 0.93% | 1.69% |
| 2020 | 1.28% | 1.29% |
| 2019 | 0.20% | 1.31% |
| 2018 | 0.00% | 1.81% |
| 2017 | 0.00% | 0.93% |
| 2016 | 0.00% | 1.02% |
| 2015 | 0.00% | 1.38% |
| 2014 | 0.00% | 0.99% |
| 2013 | 0.00% | 0.78% |
| 2012 | 0.00% | 2.08% |
| 2011 | 0.00% | 1.29% |
| 2010 | 0.00% | 1.08% |
| 2009 | 0.00% | 0.54% |
| 2008 | 0.00% | 2.17% |
| 2007 | 0.00% | 0.91% |
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