AFMC vs LDSF

Comparison between FIRST TRUST ACTIVE FACTOR MID CAP ETF (AFMC, ETF) and FIRST TRUST LOW DURATION STRATEGIC FOCUS ETF (LDSF, ETF).

5-Year PerformanceAFMC has outperformed LDSF, delivering a return of +10.7% compared to +2.4%

AFMC vs LDSF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AFMC(ETF)	LDSF(ETF)
Net Assets	$162M	$162M
Expense Ratio	0.68%	0.77%
Max Drawdown	42.14%	12.38%
Sharpe Ratio	1.50	0.59
5Y Beta	0.91	0.06
P/E Ratio	21.12	N/A
Forward P/E	14.44	N/A
5Y Dividends CAGR	11.51%	11.57%
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

LDSF

$162M

Expense Ratio

Winner

AFMC

0.68%

LDSF

0.77%

Max Drawdown

AFMC

42.14%

Winner

LDSF

12.38%

Sharpe Ratio

Winner

AFMC

1.50

LDSF

0.59

5Y Beta

AFMC

0.91

Winner

LDSF

0.06

P/E Ratio

AFMC

21.12

LDSF

N/A

Forward P/E

AFMC

14.44

LDSF

N/A

5Y Dividends CAGR

AFMC

11.51%

Winner

LDSF

11.57%

5Y EPS CAGR

AFMC

18.32%

LDSF

N/A

Debt to Equity

AFMC

21.31%

LDSF

N/A

P/S Ratio

AFMC

1.28

LDSF

N/A

P/B Ratio

AFMC

2.64

LDSF

N/A

AFMC vs LDSF - Historical Returns

Returns include dividend reinvestment.

Period	AFMC	LDSF
1 month	+4.31%	+0.26%
3 months	+15.40%	+0.98%
6 months	+16.76%	+1.22%
1 year	+30.44%	+4.70%
5 years(CAGR)	+10.70%	+2.38%
Max(CAGR)	+12.65%	+2.57%

Winner

AFMC

+4.31%

LDSF

+0.26%

Winner

AFMC

+15.40%

LDSF

+0.98%

Winner

AFMC

+16.76%

LDSF

+1.22%

Winner

AFMC

+30.44%

LDSF

+4.70%

5Y(CAGR)

Winner

AFMC

+10.70%

LDSF

+2.38%

Max(CAGR)

Winner

AFMC

+12.65%

LDSF

+2.57%

AFMC vs LDSF - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

Year	AFMC	LDSF
2026	+16.81%	+0.87%
2025	+10.17%	+6.76%
2024	+19.44%	+4.40%
2023	+21.77%	+6.47%
2022	-15.39%	-5.18%
2021	+27.68%	-0.23%
2020	+6.00%	+2.35%
2019	+2.57%	+4.52%

AFMC vs LDSF Drawdown Comparison

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

The maximum drawdown for LDSF was -8.56%, occurring on Mar 23, 2020. Recovery took 108 trading sessions.

The current LDSF drawdown is -0.16%.

Rank	AFMC	LDSF
#1	-42.14% Feb 20, 2020 - Dec 4, 2020	-8.56% Mar 3, 2020 - Aug 5, 2020
#2	-25.41% Nov 16, 2021 - Dec 14, 2023	-7.87% Jan 15, 2021 - Dec 26, 2023
#3	-21.99% Nov 25, 2024 - Sep 11, 2025	-1.74% Feb 26, 2026 - Mar 27, 2026
#4	-8.20% Feb 20, 2026 - Apr 13, 2026	-1.46% Oct 1, 2024 - Feb 21, 2025
#5	-7.78% Mar 28, 2024 - May 15, 2024	-1.33% Mar 27, 2024 - May 15, 2024
#6	-7.38% Jul 31, 2024 - Aug 23, 2024	-1.30% Apr 1, 2025 - Apr 25, 2025
#7	-6.65% Jun 8, 2021 - Aug 11, 2021	-1.16% Feb 1, 2024 - Mar 27, 2024
#8	-6.39% Mar 15, 2021 - Apr 12, 2021	-0.72% May 15, 2024 - Jun 4, 2024
#9	-6.18% Sep 18, 2025 - Dec 4, 2025	-0.63% Sep 2, 2020 - Nov 6, 2020
#10	-5.28% Aug 30, 2024 - Sep 19, 2024	-0.58% Oct 4, 2019 - Nov 27, 2019
#11	-5.20% May 15, 2024 - Jul 16, 2024	-0.56% Jan 12, 2024 - Jan 29, 2024
#12	-5.15% Sep 2, 2021 - Nov 1, 2021	-0.53% Dec 27, 2023 - Jan 12, 2024
#13	-5.13% May 7, 2021 - Jun 8, 2021	-0.51% Aug 6, 2020 - Sep 2, 2020
#14	-5.12% Feb 24, 2021 - Mar 10, 2021	-0.48% Jun 18, 2024 - Jul 5, 2024
#15	-4.42% Jan 22, 2021 - Feb 5, 2021	-0.44% Oct 28, 2025 - Nov 24, 2025