AFLG vs XSVM
Comparison between FIRST TRUST ACTIVE FACTOR LARGE CAP ETF (AFLG, ETF) and INVESCO S&P SMALLCAP VALUE WITH MOMENTUM ETF (XSVM, ETF).
5-Year PerformanceAFLG has outperformed XSVM, delivering a return of +12.5% compared to +6.4%
AFLG vs XSVM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
AFLG
$609M
Winner
XSVM
$613M
Expense Ratio
AFLG
0.55%
Winner
XSVM
0.37%
Max Drawdown
Winner
AFLG
35.84%
XSVM
64.12%
Sharpe Ratio
AFLG
1.50
Winner
XSVM
1.57
5Y Beta
Winner
AFLG
0.90
XSVM
0.91
P/E Ratio
AFLG
23.87
Winner
XSVM
19.24
Forward P/E
AFLG
18.36
Winner
XSVM
11.17
PEG Ratio
AFLG
0.20
XSVM
N/A
5Y Dividends CAGR
AFLG
3.13%
Winner
XSVM
24.29%
5Y EPS CAGR
Winner
AFLG
26.70%
XSVM
12.89%
Debt to Equity
AFLG
44.58%
Winner
XSVM
37.70%
P/S Ratio
AFLG
2.17
Winner
XSVM
0.47
P/B Ratio
AFLG
4.50
Winner
XSVM
1.21
AFLG vs XSVM - Holdings Comparison
AFLG and XSVM have 0 common holdings. Overlap is 0.00%
AFLG's top 25 holdings weight is 46.13%. XSVM's top 25 holdings weight is 33.60%.
| Rank | AFLG | XSVM |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.56% | VISHAY INTERTECHNOLOGY INC (VSH) - 2.34% |
| #2 | ALPHABET INC CLASS A (GOOGL) - 6.44% | STONEX GROUP INC (SNEX) - 1.99% |
| #3 | APPLE INC (AAPL) - 6.28% | MARINEMAX INC (HZO) - 1.88% |
| #4 | MICROSOFT CORP (MSFT) - 3.44% | UNITED NATURAL FOODS INC (UNFI) - 1.67% |
| #5 | BROADCOM INC (AVGO) - 2.64% | ANDERSONS INC (ANDE) - 1.64% |
| #6 | AMAZON.COM INC (AMZN) - 2.36% | DAUCH CORP (DCH) - 1.35% |
| #7 | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 1.55% | SONIC AUTOMOTIVE INC CLASS A (SAH) - 1.35% |
| #8 | LAM RESEARCH CORP (LRCX) - 1.50% | PAR PACIFIC HOLDINGS INC (PARR) - 1.29% |
| #9 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.19% | SCHOLASTIC CORP (SCHL) - 1.27% |
| #10 | NEWMONT CORP (NEM) - 1.11% | DORIAN LPG LTD (LPG) - 1.26% |
| #11 | CISCO SYSTEMS INC (CSCO) - 1.07% | ALPHA & OMEGA SEMICONDUCTOR LTD (AOSL) - 1.26% |
| #12 | APPLIED MATERIALS INC (AMAT) - 1.02% | ADIENT PLC (ADNT) - 1.26% |
| #13 | ALTRIA GROUP INC (MO) - 0.96% | G-III APPAREL GROUP LTD (GIII) - 1.26% |
| #14 | FIRSTENERGY CORP (FE) - 0.92% | GENWORTH FINANCIAL INC (GNW) - 1.24% |
| #15 | LOEWS CORP (L) - 0.86% | KAISER ALUMINUM CORP (KALU) - 1.23% |
| #16 | WELLTOWER INC (WELL) - 0.79% | DANA INC (DAN) - 1.21% |
| #17 | META PLATFORMS INC CLASS A (META) - 0.76% | EZCORP INC REGISTERED SHS -A- NON VTG (EZPW) - 1.21% |
| #18 | EXXON MOBIL CORP (XOM) - 0.75% | BENCHMARK ELECTRONICS INC (BHE) - 1.19% |
| #19 | AMPHENOL CORP CLASS A (APH) - 0.72% | SCANSOURCE INC (SCSC) - 1.19% |
| #20 | TJX COMPANIES INC (TJX) - 0.72% | UNITED FIRE GROUP INC (UFCS) - 1.17% |
| #21 | CONSOLIDATED EDISON INC (ED) - 0.71% | LIBERTY ENERGY INC CLASS A (LBRT) - 1.09% |
| #22 | MERCK & CO INC (MRK) - 0.71% | ADAPTHEALTH CORP ORDINARY SHARES (AHCO) - 1.09% |
| #23 | QUALCOMM INC (QCOM) - 0.70% | UNIVERSAL CORP (UVV) - 1.06% |
| #24 | CBOE GLOBAL MARKETS INC (CBOE) - 0.69% | BRISTOW GROUP INC ORDINARY SHARES (VTOL) - 1.05% |
| #25 | CF INDUSTRIES HOLDINGS INC (CF) - 0.68% | WORLD KINECT CORP (WKC) - 1.05% |
| Total Holdings | 241 | 119 |
AFLG vs XSVM - Historical Returns
Returns include dividend reinvestment.
1M
Winner
AFLG
+1.01%
XSVM
+0.91%
3M
AFLG
+7.83%
Winner
XSVM
+10.34%
6M
AFLG
+9.72%
Winner
XSVM
+17.31%
1Y
AFLG
+23.11%
Winner
XSVM
+36.57%
5Y(CAGR)
Winner
AFLG
+12.45%
XSVM
+6.45%
10Y(CAGR)
AFLG
N/A
XSVM
+12.60%
Max(CAGR)
Winner
AFLG
+13.77%
XSVM
+9.04%
AFLG vs XSVM - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | AFLG | XSVM |
|---|---|---|
| 2026 | +9.53% | +16.43% |
| 2025 | +14.34% | +8.44% |
| 2024 | +27.88% | +2.66% |
| 2023 | +20.66% | +21.36% |
| 2022 | -16.03% | -14.95% |
| 2021 | +28.90% | +57.25% |
| 2020 | +9.97% | +5.22% |
| 2019 | +2.77% | +28.56% |
| 2018 | N/A | -12.72% |
| 2017 | N/A | +2.33% |
| 2016 | N/A | +38.71% |
| 2015 | N/A | -8.23% |
| 2014 | N/A | +7.12% |
| 2013 | N/A | +39.94% |
| 2012 | N/A | +19.01% |
| 2011 | N/A | -3.14% |
| 2010 | N/A | +16.35% |
| 2009 | N/A | +16.81% |
| 2008 | N/A | -30.67% |
| 2007 | N/A | -8.82% |
| 2006 | N/A | +15.68% |
| 2005 | N/A | +3.39% |
AFLG vs XSVM Drawdown Comparison
The maximum drawdown for AFLG was -35.84%, occurring on Mar 23, 2020. Recovery took 138 trading sessions.
The maximum drawdown for XSVM was -62.59%, occurring on Mar 9, 2009. Recovery took 1407 trading sessions.
The current AFLG drawdown is -2.50%. The current XSVM drawdown is -1.04%.
| Rank | AFLG | XSVM |
|---|---|---|
| #1 | -35.84% Feb 14, 2020 - Sep 1, 2020 | -62.59% Jun 4, 2007 - Jan 4, 2013 |
| #2 | -23.48% Dec 29, 2021 - Jan 10, 2024 | -49.01% Dec 18, 2019 - Nov 24, 2020 |
| #3 | -17.49% Dec 4, 2024 - Jun 30, 2025 | -26.22% Nov 25, 2024 - Dec 11, 2025 |
| #4 | -9.11% Sep 2, 2020 - Nov 16, 2020 | -25.98% Nov 8, 2021 - Dec 26, 2023 |
| #5 | -8.19% Feb 25, 2026 - Apr 14, 2026 | -24.40% Jun 23, 2015 - Aug 23, 2016 |
| #6 | -7.32% Jul 16, 2024 - Aug 21, 2024 | -23.63% Aug 21, 2018 - Nov 25, 2019 |
| #7 | -5.99% Sep 2, 2021 - Nov 2, 2021 | -15.60% Jun 8, 2021 - Nov 3, 2021 |
| #8 | -5.80% Mar 28, 2024 - May 15, 2024 | -14.08% Mar 12, 2021 - May 26, 2021 |
| #9 | -5.21% Feb 12, 2021 - Mar 12, 2021 | -13.52% Jul 3, 2014 - Dec 29, 2014 |
| #10 | -4.81% Oct 27, 2025 - Dec 10, 2025 | -12.04% Jul 31, 2024 - Nov 6, 2024 |
| #11 | -4.21% Aug 30, 2024 - Sep 19, 2024 | -11.70% Jan 27, 2021 - Mar 3, 2021 |
| #12 | -4.04% May 7, 2021 - Jun 25, 2021 | -11.61% Jan 4, 2017 - Dec 4, 2017 |
| #13 | -3.83% Nov 16, 2021 - Dec 8, 2021 | -10.65% Mar 4, 2005 - Jun 16, 2005 |
| #14 | -3.40% Jan 25, 2021 - Feb 5, 2021 | -10.47% Jan 12, 2018 - May 18, 2018 |
| #15 | -3.10% Jan 23, 2020 - Feb 5, 2020 | -10.35% May 9, 2006 - Oct 13, 2006 |
Correlation
Correlation between AFLG and XSVM is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
0.87
-101
Dividend Comparison (2005 - 2026)
AFLG vs XSVM dividend yield comparison.
| Year | AFLG | XSVM |
|---|---|---|
| 2026 | 0.12% | 0.44% |
| 2025 | 0.84% | 2.29% |
| 2024 | 0.53% | 1.69% |
| 2023 | 1.53% | 1.31% |
| 2022 | 1.52% | 1.79% |
| 2021 | 0.93% | 1.23% |
| 2020 | 1.28% | 1.21% |
| 2019 | 0.20% | 1.22% |
| 2018 | 0.00% | 2.54% |
| 2017 | 0.00% | 1.90% |
| 2016 | 0.00% | 2.29% |
| 2015 | 0.00% | 2.68% |
| 2014 | 0.00% | 1.32% |
| 2013 | 0.00% | 1.15% |
| 2012 | 0.00% | 2.10% |
| 2011 | 0.00% | 1.04% |
| 2010 | 0.00% | 1.18% |
| 2009 | 0.00% | 0.74% |
| 2008 | 0.00% | 1.07% |
| 2007 | 0.00% | 3.70% |
| 2006 | 0.00% | 0.63% |
| 2005 | 0.00% | 0.59% |
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