AFMC vs BLTD
Comparison between FIRST TRUST ACTIVE FACTOR MID CAP ETF (AFMC, ETF) and BLUEMONTE LONG TERM BOND ETF (BLTD, ETF).
AFMC vs BLTD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
AFMC
$153M
BLTD
$153M
Expense Ratio
AFMC
0.68%
Winner
BLTD
0.23%
Max Drawdown
AFMC
42.14%
Winner
BLTD
6.88%
Sharpe Ratio
Winner
AFMC
1.41
BLTD
0.07
5Y Beta
AFMC
0.91
Winner
BLTD
0.18
P/E Ratio
AFMC
20.77
BLTD
N/A
Forward P/E
AFMC
14.73
BLTD
N/A
5Y Dividends CAGR
AFMC
11.51%
BLTD
N/A
5Y EPS CAGR
AFMC
18.57%
BLTD
N/A
Debt to Equity
AFMC
15.07%
BLTD
N/A
P/S Ratio
AFMC
1.25
BLTD
N/A
P/B Ratio
AFMC
2.60
BLTD
N/A
AFMC vs BLTD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
AFMC
+1.54%
BLTD
-0.01%
3M
Winner
AFMC
+8.24%
BLTD
-1.72%
6M
Winner
AFMC
+14.73%
BLTD
-0.49%
1Y
Winner
AFMC
+26.92%
BLTD
+3.74%
5Y(CAGR)
AFMC
+10.13%
BLTD
N/A
Max(CAGR)
Winner
AFMC
+12.15%
BLTD
+3.94%
AFMC vs BLTD - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | AFMC | BLTD |
|---|---|---|
| 2026 | +13.22% | -0.06% |
| 2025 | +10.17% | +3.91% |
| 2024 | +19.44% | N/A |
| 2023 | +21.77% | N/A |
| 2022 | -15.39% | N/A |
| 2021 | +27.68% | N/A |
| 2020 | +6.00% | N/A |
| 2019 | +2.57% | N/A |
AFMC vs BLTD Drawdown Comparison
The maximum drawdown for AFMC was -42.14%, occurring on Mar 23, 2020. Recovery took 201 trading sessions.
The maximum drawdown for BLTD was -4.80%, occurring on May 19, 2026. This drawdown has not yet recovered.
The current AFMC drawdown is -1.84%. The current BLTD drawdown is -2.90%.
| Rank | AFMC | BLTD |
|---|---|---|
| #1 | -42.14% Feb 20, 2020 - Dec 4, 2020 | -4.80% Feb 27, 2026 - May 19, 2026 |
| #2 | -25.41% Nov 16, 2021 - Dec 14, 2023 | -2.83% Oct 28, 2025 - Feb 26, 2026 |
| #3 | -21.99% Nov 25, 2024 - Sep 11, 2025 | -2.25% Jul 1, 2025 - Aug 1, 2025 |
| #4 | -8.20% Feb 20, 2026 - Apr 13, 2026 | -1.23% Sep 11, 2025 - Oct 13, 2025 |
| #5 | -7.78% Mar 28, 2024 - May 15, 2024 | -1.19% Aug 5, 2025 - Sep 4, 2025 |
| #6 | -7.38% Jul 31, 2024 - Aug 23, 2024 | -0.35% Oct 22, 2025 - Oct 28, 2025 |
| #7 | -6.65% Jun 8, 2021 - Aug 11, 2021 | -0.33% Jun 26, 2025 - Jun 30, 2025 |
| #8 | -6.39% Mar 15, 2021 - Apr 12, 2021 | -0.31% Sep 8, 2025 - Sep 10, 2025 |
| #9 | -6.18% Sep 18, 2025 - Dec 4, 2025 | -0.17% Jun 24, 2025 - Jun 26, 2025 |
| #10 | -5.28% Aug 30, 2024 - Sep 19, 2024 | -0.11% Oct 16, 2025 - Oct 20, 2025 |
| #11 | -5.20% May 15, 2024 - Jul 16, 2024 | -0.08% Oct 14, 2025 - Oct 16, 2025 |
| #12 | -5.15% Sep 2, 2021 - Nov 1, 2021 | N/A |
| #13 | -5.13% May 7, 2021 - Jun 8, 2021 | N/A |
| #14 | -5.12% Feb 24, 2021 - Mar 10, 2021 | N/A |
| #15 | -4.42% Jan 22, 2021 - Feb 5, 2021 | N/A |
Correlation
Correlation between AFMC and BLTD is 0.50 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.50
-101
Dividend Comparison (2019 - 2026)
AFMC vs BLTD dividend yield comparison.
| Year | AFMC | BLTD |
|---|---|---|
| 2026 | 0.14% | 1.43% |
| 2025 | 0.96% | 2.48% |
| 2024 | 0.64% | 0.00% |
| 2023 | 0.87% | 0.00% |
| 2022 | 1.42% | 0.00% |
| 2021 | 0.84% | 0.00% |
| 2020 | 1.05% | 0.00% |
| 2019 | 0.29% | 0.00% |
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