AFMC vs AVMU

Comparison between FIRST TRUST ACTIVE FACTOR MID CAP ETF (AFMC, ETF) and AVANTIS CORE MUNICIPAL FIXED INCOME ETF (AVMU, ETF).

5-Year PerformanceAFMC has outperformed AVMU, delivering a return of +10.7% compared to +0.9%

AFMC vs AVMU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AFMC(ETF)	AVMU(ETF)
Net Assets	$162M	$162M
Expense Ratio	0.68%	0.15%
Max Drawdown	42.14%	14.15%
Sharpe Ratio	1.50	1.40
5Y Beta	0.91	0.03
P/E Ratio	21.12	N/A
Forward P/E	14.44	N/A
5Y Dividends CAGR	11.51%	61.64%
5Y EPS CAGR	18.32%	N/A
Debt to Equity	21.31%	N/A
P/S Ratio	1.28	N/A
P/B Ratio	2.64	N/A

Net Assets

AFMC

$162M

Winner

AVMU

$162M

Expense Ratio

AFMC

0.68%

Winner

AVMU

0.15%

Max Drawdown

AFMC

42.14%

Winner

AVMU

14.15%

Sharpe Ratio

Winner

AFMC

1.50

AVMU

1.40

5Y Beta

AFMC

0.91

Winner

AVMU

0.03

P/E Ratio

AFMC

21.12

AVMU

N/A

Forward P/E

AFMC

14.44

AVMU

N/A

5Y Dividends CAGR

AFMC

11.51%

Winner

AVMU

61.64%

5Y EPS CAGR

AFMC

18.32%

AVMU

N/A

Debt to Equity

AFMC

21.31%

AVMU

N/A

P/S Ratio

AFMC

1.28

AVMU

N/A

P/B Ratio

AFMC

2.64

AVMU

N/A

AFMC vs AVMU - Historical Returns

Returns include dividend reinvestment.

Period	AFMC	AVMU
1 month	+4.31%	+0.54%
3 months	+15.40%	+1.09%
6 months	+16.76%	+2.85%
1 year	+30.44%	+8.19%
5 years(CAGR)	+10.70%	+0.87%
Max(CAGR)	+12.65%	+0.92%

Winner

AFMC

+4.31%

AVMU

+0.54%

Winner

AFMC

+15.40%

AVMU

+1.09%

Winner

AFMC

+16.76%

AVMU

+2.85%

Winner

AFMC

+30.44%

AVMU

+8.19%

5Y(CAGR)

Winner

AFMC

+10.70%

AVMU

+0.87%

Max(CAGR)

Winner

AFMC

+12.65%

AVMU

+0.92%

AFMC vs AVMU - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

Year	AFMC	AVMU
2026	+16.81%	+1.54%
2025	+10.17%	+3.68%
2024	+19.44%	+1.83%
2023	+21.77%	+4.92%
2022	-15.39%	-7.26%
2021	+27.68%	+0.26%
2020	+6.00%	+0.19%
2019	+2.57%	N/A

AFMC vs AVMU Drawdown Comparison

The maximum drawdown for AFMC was -42.14%, occurring on Mar 23, 2020. Recovery took 201 trading sessions.

The maximum drawdown for AVMU was -12.41%, occurring on Oct 25, 2022. Recovery took 1062 trading sessions.

The current AVMU drawdown is -0.54%.

Rank	AFMC	AVMU
#1	-42.14% Feb 20, 2020 - Dec 4, 2020	-12.41% Jul 19, 2021 - Oct 9, 2025
#2	-25.41% Nov 16, 2021 - Dec 14, 2023	-3.32% Feb 27, 2026 - Mar 27, 2026
#3	-21.99% Nov 25, 2024 - Sep 11, 2025	-2.18% Feb 11, 2021 - Jun 10, 2021
#4	-8.20% Feb 20, 2026 - Apr 13, 2026	-0.74% Oct 27, 2025 - Dec 16, 2025
#5	-7.78% Mar 28, 2024 - May 15, 2024	-0.59% Jun 10, 2021 - Jul 7, 2021
#6	-7.38% Jul 31, 2024 - Aug 23, 2024	-0.40% Jan 15, 2026 - Jan 27, 2026
#7	-6.65% Jun 8, 2021 - Aug 11, 2021	-0.30% Jan 5, 2021 - Jan 26, 2021
#8	-6.39% Mar 15, 2021 - Apr 12, 2021	-0.19% Dec 29, 2025 - Jan 2, 2026
#9	-6.18% Sep 18, 2025 - Dec 4, 2025	-0.14% Feb 17, 2026 - Feb 20, 2026
#10	-5.28% Aug 30, 2024 - Sep 19, 2024	-0.13% Jul 8, 2021 - Jul 15, 2021
#11	-5.20% May 15, 2024 - Jul 16, 2024	-0.12% Feb 10, 2026 - Feb 12, 2026
#12	-5.15% Sep 2, 2021 - Nov 1, 2021	-0.11% Dec 14, 2020 - Dec 28, 2020
#13	-5.13% May 7, 2021 - Jun 8, 2021	-0.11% Jan 2, 2026 - Jan 6, 2026
#14	-5.12% Feb 24, 2021 - Mar 10, 2021	-0.07% Oct 9, 2025 - Oct 13, 2025
#15	-4.42% Jan 22, 2021 - Feb 5, 2021	-0.05% Jan 28, 2021 - Feb 1, 2021