AFMC vs BSL

Comparison between FIRST TRUST ACTIVE FACTOR MID CAP ETF (AFMC, ETF) and Blackstone Senior Floating Rate 2027 Term Fund (BSL, ETF).

5-Year PerformanceAFMC has outperformed BSL, delivering a return of +11.2% compared to +4.5%

AFMC vs BSL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AFMC(ETF)	BSL(ETF)
Net Assets	$174M	$174M
Expense Ratio	0.68%	N/A
Max Drawdown	42.14%	57.08%
Sharpe Ratio	1.39	-0.65
5Y Beta	0.91	0.19
P/E Ratio	19.40	N/A
Forward P/E	14.00	N/A
5Y Dividends CAGR	7.12%	3.99%
5Y EPS CAGR	18.88%	N/A
Debt to Equity	27.74%	N/A
P/S Ratio	1.33	N/A
P/B Ratio	2.60	N/A

Net Assets

AFMC

$174M

Winner

BSL

$174M

Expense Ratio

AFMC

0.68%

BSL

N/A

Max Drawdown

Winner

AFMC

42.14%

BSL

57.08%

Sharpe Ratio

Winner

AFMC

1.39

BSL

-0.65

5Y Beta

AFMC

0.91

Winner

BSL

0.19

P/E Ratio

AFMC

19.40

BSL

N/A

Forward P/E

AFMC

14.00

BSL

N/A

5Y Dividends CAGR

Winner

AFMC

7.12%

BSL

3.99%

5Y EPS CAGR

AFMC

18.88%

BSL

N/A

Debt to Equity

AFMC

27.74%

BSL

N/A

P/S Ratio

AFMC

1.33

BSL

N/A

P/B Ratio

AFMC

2.60

BSL

N/A

AFMC vs BSL - Historical Returns

Returns include dividend reinvestment.

Period	AFMC	BSL
1 month	+0.05%	+1.53%
3 months	+5.81%	+1.36%
6 months	+10.97%	-0.48%
1 year	+27.07%	-0.81%
5 years(CAGR)	+11.18%	+4.50%
10 years(CAGR)	N/A	+5.68%
Max(CAGR)	+12.41%	+4.83%

AFMC

+0.05%

Winner

BSL

+1.53%

Winner

AFMC

+5.81%

BSL

+1.36%

Winner

AFMC

+10.97%

BSL

-0.48%

Winner

AFMC

+27.07%

BSL

-0.81%

5Y(CAGR)

Winner

AFMC

+11.18%

BSL

+4.50%

10Y(CAGR)

AFMC

N/A

BSL

+5.68%

Max(CAGR)

Winner

AFMC

+12.41%

BSL

+4.83%

AFMC vs BSL - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	AFMC	BSL
2026	+16.61%	+0.63%
2025	+10.17%	+1.72%
2024	+19.44%	+18.03%
2023	+21.77%	+18.66%
2022	-15.39%	-22.30%
2021	+27.68%	+28.50%
2020	+6.00%	-4.31%
2019	+2.57%	+11.88%
2018	N/A	-7.41%
2017	N/A	+5.87%
2016	N/A	+31.56%
2015	N/A	-6.15%
2014	N/A	-4.74%
2013	N/A	-1.90%
2012	N/A	+17.78%
2011	N/A	-1.24%
2010	N/A	+3.21%

AFMC vs BSL Drawdown Comparison

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

The maximum drawdown for BSL was -43.82%, occurring on Mar 18, 2020. Recovery took 413 trading sessions.

The current AFMC drawdown is -0.90%. The current BSL drawdown is -2.12%.

Rank	AFMC	BSL
#1	-42.14% Feb 20, 2020 - Dec 4, 2020	-43.82% Aug 8, 2019 - Mar 30, 2021
#2	-25.41% Nov 16, 2021 - Dec 14, 2023	-26.92% Apr 26, 2013 - Nov 14, 2016
#3	-21.99% Nov 25, 2024 - Sep 11, 2025	-24.49% Dec 31, 2021 - Mar 12, 2024
#4	-8.20% Feb 20, 2026 - Apr 13, 2026	-16.90% Jul 12, 2011 - Apr 3, 2012
#5	-7.78% Mar 28, 2024 - May 15, 2024	-14.81% Sep 24, 2018 - Jul 3, 2019
#6	-7.38% Jul 31, 2024 - Aug 23, 2024	-7.85% Sep 8, 2025 - Mar 9, 2026
#7	-6.65% Jun 8, 2021 - Aug 11, 2021	-7.24% Jun 2, 2010 - Nov 2, 2010
#8	-6.39% Mar 15, 2021 - Apr 12, 2021	-6.98% Apr 5, 2012 - Aug 15, 2012
#9	-6.18% Sep 18, 2025 - Dec 4, 2025	-6.91% May 4, 2021 - Oct 14, 2021
#10	-5.28% Aug 30, 2024 - Sep 19, 2024	-6.82% Oct 5, 2012 - Dec 13, 2012
#11	-5.20% May 15, 2024 - Jul 16, 2024	-6.41% Feb 19, 2013 - Apr 22, 2013
#12	-5.15% Sep 2, 2021 - Nov 1, 2021	-5.95% Mar 17, 2011 - Apr 19, 2011
#13	-5.13% May 7, 2021 - Jun 8, 2021	-5.70% May 2, 2011 - Jul 12, 2011
#14	-5.12% Feb 24, 2021 - Mar 10, 2021	-5.06% Feb 4, 2025 - Jun 25, 2025
#15	-4.42% Jan 22, 2021 - Feb 5, 2021	-4.91% May 11, 2017 - Dec 28, 2017

Correlation

Correlation between AFMC and BSL is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94

-101

Dividend Comparison (2010 - 2026)

AFMC vs BSL dividend yield comparison.

Year	AFMC	BSL
2026	0.27%	3.32%
2025	0.96%	8.45%
2024	0.64%	9.46%
2023	0.87%	10.76%
2022	1.42%	6.89%
2021	0.84%	5.75%
2020	1.05%	7.65%
2019	0.29%	8.15%
2018	0.00%	9.21%
2017	0.00%	5.93%
2016	0.00%	5.86%
2015	0.00%	7.27%
2014	0.00%	7.23%
2013	0.00%	6.42%
2012	0.00%	6.98%
2011	0.00%	7.52%
2010	0.00%	3.31%