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AFLG vs SPY

Comparison between FIRST TRUST ACTIVE FACTOR LARGE CAP ETF (AFLG, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed AFLG, delivering a return of +13.3% compared to +12.5%

AFLG vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
AFLG
$609M
Winner
SPY
$735B
Expense Ratio
AFLG
0.55%
Winner
SPY
0.09%
Max Drawdown
Winner
AFLG
35.84%
SPY
56.47%
Sharpe Ratio
AFLG
1.50
Winner
SPY
1.62
5Y Beta
Winner
AFLG
0.90
SPY
1.00
P/E Ratio
Winner
AFLG
23.87
SPY
28.99
Forward P/E
Winner
AFLG
18.36
SPY
22.37
PEG Ratio
AFLG
0.20
SPY
N/A
5Y Dividends CAGR
AFLG
3.13%
Winner
SPY
5.43%
5Y EPS CAGR
Winner
AFLG
26.70%
SPY
26.05%
Debt to Equity
AFLG
44.58%
Winner
SPY
32.40%
P/S Ratio
Winner
AFLG
2.17
SPY
3.74
P/B Ratio
Winner
AFLG
4.50
SPY
5.61

AFLG vs SPY - Holdings Comparison

AFLG and SPY have 207 common holdings. Overlap is 48.35%

AFLG's top 25 holdings weight is 46.13%. SPY's top 25 holdings weight is 52.37%.

RankAFLGSPY
#1
NVIDIA CORP (NVDA) - 7.56%
NVIDIA CORP (NVDA) - 8.10%
#2
ALPHABET INC CLASS A (GOOGL) - 6.44%
APPLE INC (AAPL) - 7.02%
#3
APPLE INC (AAPL) - 6.28%
MICROSOFT CORP (MSFT) - 4.79%
#4
MICROSOFT CORP (MSFT) - 3.44%
AMAZON.COM INC (AMZN) - 4.02%
#5
BROADCOM INC (AVGO) - 2.64%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
AMAZON.COM INC (AMZN) - 2.36%
BROADCOM INC (AVGO) - 3.10%
#7
SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 1.55%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
LAM RESEARCH CORP (LRCX) - 1.50%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.19%
TESLA INC (TSLA) - 1.89%
#10
NEWMONT CORP (NEM) - 1.11%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
CISCO SYSTEMS INC (CSCO) - 1.07%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
APPLIED MATERIALS INC (AMAT) - 1.02%
ELI LILLY AND CO (LLY) - 1.31%
#13
ALTRIA GROUP INC (MO) - 0.96%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
FIRSTENERGY CORP (FE) - 0.92%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
LOEWS CORP (L) - 0.86%
EXXON MOBIL CORP (XOM) - 0.97%
#16
WELLTOWER INC (WELL) - 0.79%
INTEL CORP (INTC) - 0.90%
#17
META PLATFORMS INC CLASS A (META) - 0.76%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
EXXON MOBIL CORP (XOM) - 0.75%
VISA INC CLASS A (V) - 0.85%
#19
AMPHENOL CORP CLASS A (APH) - 0.72%
WALMART INC (WMT) - 0.81%
#20
TJX COMPANIES INC (TJX) - 0.72%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
CONSOLIDATED EDISON INC (ED) - 0.71%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
MERCK & CO INC (MRK) - 0.71%
CATERPILLAR INC (CAT) - 0.66%
#23
QUALCOMM INC (QCOM) - 0.70%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
CBOE GLOBAL MARKETS INC (CBOE) - 0.69%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
CF INDUSTRIES HOLDINGS INC (CF) - 0.68%
ABBVIE INC (ABBV) - 0.58%
Total Holdings241505

AFLG vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
AFLG
+1.01%
Winner
SPY
+1.90%
3M
AFLG
+7.83%
Winner
SPY
+8.55%
6M
Winner
AFLG
+9.72%
SPY
+8.18%
1Y
AFLG
+23.11%
Winner
SPY
+25.79%
5Y(CAGR)
AFLG
+12.45%
Winner
SPY
+13.32%
10Y(CAGR)
AFLG
N/A
SPY
+15.19%
Max(CAGR)
Winner
AFLG
+13.77%
SPY
+8.47%

AFLG vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearAFLGSPY
2026+9.53%+8.26%
2025+14.34%+18.00%
2024+27.88%+25.59%
2023+20.66%+26.72%
2022-16.03%-18.64%
2021+28.90%+30.52%
2020+9.97%+17.28%
2019+2.77%+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

AFLG vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current AFLG drawdown is -2.50%. The current SPY drawdown is -2.90%.

RankAFLGSPY
#1-35.84%
Feb 14, 2020 - Sep 1, 2020		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-23.48%
Dec 29, 2021 - Jan 10, 2024		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-17.49%
Dec 4, 2024 - Jun 30, 2025		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-9.11%
Sep 2, 2020 - Nov 16, 2020		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-8.19%
Feb 25, 2026 - Apr 14, 2026		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-7.32%
Jul 16, 2024 - Aug 21, 2024		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-5.99%
Sep 2, 2021 - Nov 2, 2021		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-5.80%
Mar 28, 2024 - May 15, 2024		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-5.21%
Feb 12, 2021 - Mar 12, 2021		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-4.81%
Oct 27, 2025 - Dec 10, 2025		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-4.21%
Aug 30, 2024 - Sep 19, 2024		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-4.04%
May 7, 2021 - Jun 25, 2021		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-3.83%
Nov 16, 2021 - Dec 8, 2021		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-3.40%
Jan 25, 2021 - Feb 5, 2021		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-3.10%
Jan 23, 2020 - Feb 5, 2020		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between AFLG and SPY is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.

1.00
-101

Dividend Comparison (1999 - 2026)

AFLG vs SPY dividend yield comparison.

YearAFLGSPY
20260.12%0.24%
20250.84%1.07%
20240.53%1.21%
20231.53%1.40%
20221.52%1.65%
20210.93%1.20%
20201.28%1.52%
20190.20%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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