AFLG vs LSVD
Comparison between FIRST TRUST ACTIVE FACTOR LARGE CAP ETF (AFLG, ETF) and LSV DISCIPLINED VALUE ETF (LSVD, ETF).
AFLG vs LSVD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
AFLG
$648M
LSVD
$647M
Expense Ratio
AFLG
0.55%
Winner
LSVD
0.40%
Max Drawdown
AFLG
35.84%
Winner
LSVD
19.30%
Sharpe Ratio
AFLG
1.45
Winner
LSVD
2.22
5Y Beta
Winner
AFLG
0.90
LSVD
0.96
P/E Ratio
AFLG
23.08
Winner
LSVD
20.72
Forward P/E
AFLG
18.18
Winner
LSVD
16.58
PEG Ratio
Winner
AFLG
0.20
LSVD
0.27
5Y Dividends CAGR
AFLG
3.13%
LSVD
N/A
5Y EPS CAGR
AFLG
25.51%
Winner
LSVD
29.94%
Debt to Equity
AFLG
32.51%
Winner
LSVD
-71.53%
P/S Ratio
Winner
AFLG
2.20
LSVD
2.37
P/B Ratio
AFLG
4.44
Winner
LSVD
4.16
AFLG vs LSVD - Holdings Comparison
AFLG and LSVD have 46 common holdings. Overlap is 33.64%
AFLG's top 25 holdings weight is 46.13%. LSVD's top 25 holdings weight is 47.88%.
| Rank | AFLG | LSVD |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.56% | NVIDIA CORP (NVDA) - 6.42% |
| #2 | ALPHABET INC CLASS A (GOOGL) - 6.44% | APPLE INC (AAPL) - 4.68% |
| #3 | APPLE INC (AAPL) - 6.28% | ALPHABET INC CLASS A (GOOGL) - 3.95% |
| #4 | MICROSOFT CORP (MSFT) - 3.44% | AMAZON.COM INC (AMZN) - 3.65% |
| #5 | BROADCOM INC (AVGO) - 2.64% | ALPHABET INC CLASS C (GOOG) - 3.36% |
| #6 | AMAZON.COM INC (AMZN) - 2.36% | MICROSOFT CORP (MSFT) - 2.68% |
| #7 | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 1.55% | MICRON TECHNOLOGY INC (MU) - 2.16% |
| #8 | LAM RESEARCH CORP (LRCX) - 1.50% | META PLATFORMS INC CLASS A (META) - 2.05% |
| #9 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.19% | APPLIED MATERIALS INC (AMAT) - 1.85% |
| #10 | NEWMONT CORP (NEM) - 1.11% | CISCO SYSTEMS INC (CSCO) - 1.81% |
| #11 | CISCO SYSTEMS INC (CSCO) - 1.07% | n/a (DELL) - 1.74% |
| #12 | APPLIED MATERIALS INC (AMAT) - 1.02% | WESTERN DIGITAL CORP (WDC) - 1.67% |
| #13 | ALTRIA GROUP INC (MO) - 0.96% | JPMORGAN CHASE & CO (JPM) - 1.51% |
| #14 | FIRSTENERGY CORP (FE) - 0.92% | QUALCOMM INC (QCOM) - 1.37% |
| #15 | LOEWS CORP (L) - 0.86% | MERCK & CO INC (MRK) - 1.32% |
| #16 | WELLTOWER INC (WELL) - 0.79% | SALESFORCE INC (CRM) - 1.12% |
| #17 | META PLATFORMS INC CLASS A (META) - 0.76% | THE GOLDMAN SACHS GROUP INC (GS) - 1.01% |
| #18 | EXXON MOBIL CORP (XOM) - 0.75% | THE WALT DISNEY CO (DIS) - 0.99% |
| #19 | AMPHENOL CORP CLASS A (APH) - 0.72% | GENERAL MOTORS CO (GM) - 0.98% |
| #20 | TJX COMPANIES INC (TJX) - 0.72% | ADOBE INC (ADBE) - 0.96% |
| #21 | CONSOLIDATED EDISON INC (ED) - 0.71% | EXELIXIS INC (EXEL) - 0.53% |
| #22 | MERCK & CO INC (MRK) - 0.71% | NEWMONT CORP (NEM) - 0.53% |
| #23 | QUALCOMM INC (QCOM) - 0.70% | HOST HOTELS & RESORTS INC (HST) - 0.53% |
| #24 | CBOE GLOBAL MARKETS INC (CBOE) - 0.69% | ALLSTATE CORP (ALL) - 0.51% |
| #25 | CF INDUSTRIES HOLDINGS INC (CF) - 0.68% | THE KROGER CO (KR) - 0.50% |
| Total Holdings | 241 | 96 |
AFLG vs LSVD - Historical Returns
Returns include dividend reinvestment.
1M
AFLG
+0.16%
Winner
LSVD
+2.11%
3M
AFLG
+9.34%
Winner
LSVD
+14.36%
6M
AFLG
+11.59%
Winner
LSVD
+17.34%
1Y
AFLG
+23.34%
Winner
LSVD
+38.82%
5Y(CAGR)
AFLG
+12.74%
LSVD
N/A
Max(CAGR)
AFLG
+13.73%
Winner
LSVD
+25.84%
AFLG vs LSVD - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | AFLG | LSVD |
|---|---|---|
| 2026 | +9.70% | +14.61% |
| 2025 | +14.34% | +22.17% |
| 2024 | +27.88% | +0.14% |
| 2023 | +20.66% | N/A |
| 2022 | -16.03% | N/A |
| 2021 | +28.90% | N/A |
| 2020 | +9.97% | N/A |
| 2019 | +2.77% | N/A |
AFLG vs LSVD Drawdown Comparison
The maximum drawdown for AFLG was -35.84%, occurring on Mar 23, 2020. Recovery took 138 trading sessions.
The maximum drawdown for LSVD was -19.30%, occurring on Apr 8, 2025. Recovery took 89 trading sessions.
The current AFLG drawdown is -2.35%. The current LSVD drawdown is -2.82%.
| Rank | AFLG | LSVD |
|---|---|---|
| #1 | -35.84% Feb 14, 2020 - Sep 1, 2020 | -19.30% Feb 19, 2025 - Jun 27, 2025 |
| #2 | -23.48% Dec 29, 2021 - Jan 10, 2024 | -8.07% Feb 9, 2026 - Apr 14, 2026 |
| #3 | -17.49% Dec 4, 2024 - Jun 30, 2025 | -4.60% Nov 12, 2025 - Nov 26, 2025 |
| #4 | -9.11% Sep 2, 2020 - Nov 16, 2020 | -4.34% Jun 4, 2026 - Jun 10, 2026 |
| #5 | -8.19% Feb 25, 2026 - Apr 14, 2026 | -3.61% Oct 6, 2025 - Oct 24, 2025 |
| #6 | -7.32% Jul 16, 2024 - Aug 21, 2024 | -2.77% Jan 9, 2026 - Jan 27, 2026 |
| #7 | -5.99% Sep 2, 2021 - Nov 2, 2021 | -2.67% Jul 23, 2025 - Aug 8, 2025 |
| #8 | -5.80% Mar 28, 2024 - May 15, 2024 | -2.51% Dec 26, 2024 - Jan 17, 2025 |
| #9 | -5.21% Feb 12, 2021 - Mar 12, 2021 | -2.26% Dec 11, 2025 - Dec 22, 2025 |
| #10 | -4.81% Oct 27, 2025 - Dec 10, 2025 | -2.11% Feb 2, 2026 - Feb 9, 2026 |
| #11 | -4.21% Aug 30, 2024 - Sep 19, 2024 | -1.79% Jan 23, 2025 - Feb 19, 2025 |
| #12 | -4.04% May 7, 2021 - Jun 25, 2021 | -1.78% May 14, 2026 - May 21, 2026 |
| #13 | -3.83% Nov 16, 2021 - Dec 8, 2021 | -1.63% Oct 28, 2025 - Nov 10, 2025 |
| #14 | -3.71% Jun 2, 2026 - Jun 10, 2026 | -1.60% Aug 13, 2025 - Aug 22, 2025 |
| #15 | -3.40% Jan 25, 2021 - Feb 5, 2021 | -1.55% Sep 22, 2025 - Oct 1, 2025 |
Correlation
Correlation between AFLG and LSVD is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2019 - 2026)
AFLG vs LSVD dividend yield comparison.
| Year | AFLG | LSVD |
|---|---|---|
| 2026 | 0.12% | 0.00% |
| 2025 | 0.84% | 0.32% |
| 2024 | 0.53% | 0.00% |
| 2023 | 1.53% | 0.00% |
| 2022 | 1.52% | 0.00% |
| 2021 | 0.93% | 0.00% |
| 2020 | 1.28% | 0.00% |
| 2019 | 0.20% | 0.00% |
Select Stocks to Compare
Popular: AFLG vs SPYLSVD vs SPY
More Comparisons
Compare with similar stocks