AFMC vs KBA

Comparison between FIRST TRUST ACTIVE FACTOR MID CAP ETF (AFMC, ETF) and KRANESHARES BOSERA MSCI CHINA A 50 CONNECT INDEX ETF (KBA, ETF).

5-Year PerformanceAFMC has outperformed KBA, delivering a return of +10.7% compared to +5.0%

AFMC vs KBA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AFMC(ETF)	KBA(ETF)
Net Assets	$162M	$162M
Expense Ratio	0.68%	0.56%
Max Drawdown	42.14%	73.93%
Sharpe Ratio	1.50	1.84
5Y Beta	0.91	0.41
P/E Ratio	21.12	N/A
Forward P/E	14.44	N/A
5Y Dividends CAGR	11.51%	-0.64%
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

Winner

AFMC

$162M

KBA

$162M

Expense Ratio

AFMC

0.68%

Winner

KBA

0.56%

Max Drawdown

Winner

AFMC

42.14%

KBA

73.93%

Sharpe Ratio

AFMC

1.50

Winner

KBA

1.84

5Y Beta

AFMC

0.91

Winner

KBA

0.41

P/E Ratio

AFMC

21.12

KBA

N/A

Forward P/E

AFMC

14.44

KBA

N/A

5Y Dividends CAGR

Winner

AFMC

11.51%

KBA

-0.64%

5Y EPS CAGR

AFMC

18.32%

KBA

N/A

Debt to Equity

AFMC

21.31%

KBA

N/A

P/S Ratio

AFMC

1.28

KBA

N/A

P/B Ratio

AFMC

2.64

KBA

N/A

AFMC vs KBA - Historical Returns

Returns include dividend reinvestment.

Period	AFMC	KBA
1 month	+4.31%	-2.39%
3 months	+15.40%	+11.67%
6 months	+16.76%	+12.58%
1 year	+30.44%	+43.53%
5 years(CAGR)	+10.70%	+4.97%
10 years(CAGR)	N/A	+9.75%
Max(CAGR)	+12.65%	+9.34%

Winner

AFMC

+4.31%

KBA

-2.39%

Winner

AFMC

+15.40%

KBA

+11.67%

Winner

AFMC

+16.76%

KBA

+12.58%

AFMC

+30.44%

Winner

KBA

+43.53%

5Y(CAGR)

Winner

AFMC

+10.70%

KBA

+4.97%

10Y(CAGR)

AFMC

N/A

KBA

+9.75%

Max(CAGR)

Winner

AFMC

+12.65%

KBA

+9.34%

AFMC vs KBA - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	AFMC	KBA
2026	+16.81%	+8.04%
2025	+10.17%	+37.85%
2024	+19.44%	+18.55%
2023	+21.77%	-17.26%
2022	-15.39%	-8.90%
2021	+27.68%	+1.35%
2020	+6.00%	+38.52%
2019	+2.57%	+35.94%
2018	N/A	-27.57%
2017	N/A	+28.82%
2016	N/A	-10.07%
2015	N/A	-5.07%
2014	N/A	+56.08%

AFMC vs KBA Drawdown Comparison

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

The maximum drawdown for KBA was -52.89%, occurring on Feb 11, 2016. Recovery took 1407 trading sessions.

The current KBA drawdown is -3.89%.

Rank	AFMC	KBA
#1	-42.14% Feb 20, 2020 - Dec 4, 2020	-52.89% Jun 8, 2015 - Jan 7, 2021
#2	-25.41% Nov 16, 2021 - Dec 14, 2023	-45.24% Feb 17, 2021 - Oct 7, 2024
#3	-21.99% Nov 25, 2024 - Sep 11, 2025	-31.26% Oct 7, 2024 - Oct 24, 2025
#4	-8.20% Feb 20, 2026 - Apr 13, 2026	-11.54% Jan 7, 2015 - Mar 16, 2015
#5	-7.78% Mar 28, 2024 - May 15, 2024	-8.26% Apr 10, 2014 - Jul 25, 2014
#6	-7.38% Jul 31, 2024 - Aug 23, 2024	-8.24% Apr 27, 2015 - May 21, 2015
#7	-6.65% Jun 8, 2021 - Aug 11, 2021	-7.65% Jan 6, 2026 - Apr 13, 2026
#8	-6.39% Mar 15, 2021 - Apr 12, 2021	-7.19% May 27, 2015 - Jun 8, 2015
#9	-6.18% Sep 18, 2025 - Dec 4, 2025	-6.75% May 13, 2026 - Jun 8, 2026
#10	-5.28% Aug 30, 2024 - Sep 19, 2024	-6.72% Dec 8, 2014 - Dec 17, 2014
#11	-5.20% May 15, 2024 - Jul 16, 2024	-6.70% Oct 29, 2025 - Dec 23, 2025
#12	-5.15% Sep 2, 2021 - Nov 1, 2021	-5.94% Mar 6, 2014 - Apr 9, 2014
#13	-5.13% May 7, 2021 - Jun 8, 2021	-5.72% Dec 17, 2014 - Dec 26, 2014
#14	-5.12% Feb 24, 2021 - Mar 10, 2021	-4.78% Apr 16, 2015 - Apr 21, 2015
#15	-4.42% Jan 22, 2021 - Feb 5, 2021	-4.44% Jan 12, 2021 - Feb 8, 2021

Correlation

Correlation between AFMC and KBA is 0.68 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.68

-101

Dividend Comparison (2014 - 2026)

AFMC vs KBA dividend yield comparison.

Year	AFMC	KBA
2026	0.14%	0.00%
2025	0.96%	1.56%
2024	0.64%	2.18%
2023	0.87%	2.34%
2022	1.42%	49.05%
2021	0.84%	9.07%
2020	1.05%	0.65%
2019	0.29%	1.53%
2018	0.00%	3.77%
2017	0.00%	1.46%
2016	0.00%	6.62%
2015	0.00%	29.08%
2014	0.00%	0.11%