AFMC vs POWA
Comparison between FIRST TRUST ACTIVE FACTOR MID CAP ETF (AFMC, ETF) and INVESCO BLOOMBERG PRICING POWER ETF (POWA, ETF).
5-Year PerformanceAFMC has outperformed POWA, delivering a return of +11.2% compared to +6.8%
AFMC vs POWA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
AFMC
$174M
Winner
POWA
$175M
Expense Ratio
AFMC
0.68%
Winner
POWA
0.40%
Max Drawdown
Winner
AFMC
42.14%
POWA
50.20%
Sharpe Ratio
Winner
AFMC
1.39
POWA
-0.12
5Y Beta
AFMC
0.91
Winner
POWA
0.65
P/E Ratio
Winner
AFMC
19.40
POWA
24.49
Forward P/E
Winner
AFMC
14.00
POWA
18.51
PEG Ratio
AFMC
N/A
POWA
0.64
5Y Dividends CAGR
Winner
AFMC
7.12%
POWA
0.63%
5Y EPS CAGR
Winner
AFMC
18.88%
POWA
10.40%
Debt to Equity
AFMC
27.74%
Winner
POWA
-72.81%
P/S Ratio
AFMC
1.33
Winner
POWA
1.03
P/B Ratio
Winner
AFMC
2.60
POWA
5.04
AFMC vs POWA - Holdings Comparison
AFMC and POWA have 9 common holdings. Overlap is 3.17%
AFMC's top 25 holdings weight is 23.87%. POWA's top 25 holdings weight is 54.88%.
| Rank | AFMC | POWA |
|---|---|---|
| #1 | RELIANCE INC (RS) - 1.52% | BEST BUY CO INC (BBY) - 2.52% |
| #2 | CASEY'S GENERAL STORES INC (CASY) - 1.30% | US FOODS HOLDING CORP (USFD) - 2.43% |
| #3 | BORGWARNER INC (BWA) - 1.25% | KLA CORP (KLAC) - 2.38% |
| #4 | EXELIXIS INC (EXEL) - 1.11% | CARDINAL HEALTH INC (CAH) - 2.35% |
| #5 | MUELLER INDUSTRIES INC (MLI) - 1.11% | HORMEL FOODS CORP (HRL) - 2.33% |
| #6 | FEDERATED HERMES INC CLASS B (FHI) - 1.09% | CENCORA INC (COR) - 2.30% |
| #7 | TECHNIPFMC PLC (n/a) - 1.08% | METTLER-TOLEDO INTERNATIONAL INC (MTD) - 2.27% |
| #8 | RENAISSANCERE HOLDINGS LTD (RNR) - 1.05% | NEUROCRINE BIOSCIENCES INC (NBIX) - 2.27% |
| #9 | MATSON INC (MATX) - 1.03% | HEICO CORP (HEI) - 2.27% |
| #10 | AFFILIATED MANAGERS GROUP INC (AMG) - 0.98% | THE COOPER COMPANIES INC (COO) - 2.22% |
| #11 | ATI INC (ATI) - 0.91% | GENERAL DYNAMICS CORP (GD) - 2.17% |
| #12 | NETSCOUT SYSTEMS INC (NTCT) - 0.91% | SYSCO CORP (SYY) - 2.17% |
| #13 | CHORD ENERGY CORP ORDINARY SHARES NEW (CHRD) - 0.91% | ROPER TECHNOLOGIES INC (ROP) - 2.16% |
| #14 | CURTISS-WRIGHT CORP (CW) - 0.90% | XYLEM INC (XYL) - 2.16% |
| #15 | NATIONAL FUEL GAS CO (NFG) - 0.88% | MCKESSON CORP (MCK) - 2.14% |
| #16 | WOODWARD INC (WWD) - 0.85% | WATERS CORP (WAT) - 2.13% |
| #17 | POPULAR INC (BPOP) - 0.84% | THE HOME DEPOT INC (HD) - 2.13% |
| #18 | TD SYNNEX CORP (SNX) - 0.81% | FASTENAL CO (FAST) - 2.10% |
| #19 | CF INDUSTRIES HOLDINGS INC (CF) - 0.77% | TD SYNNEX CORP (SNX) - 2.10% |
| #20 | UNUM GROUP (UNM) - 0.77% | LAMAR ADVERTISING CO CLASS A (LAMR) - 2.08% |
| #21 | KENNAMETAL INC (KMT) - 0.77% | CURTISS-WRIGHT CORP (CW) - 2.06% |
| #22 | HF SINCLAIR CORP (DINO) - 0.76% | MSCI INC (MSCI) - 2.05% |
| #23 | APPLE HOSPITALITY REIT INC (APLE) - 0.76% | ARCHER-DANIELS-MIDLAND CO (ADM) - 2.04% |
| #24 | UGI CORP (UGI) - 0.76% | AMETEK INC (AME) - 2.03% |
| #25 | ENERSYS (ENS) - 0.75% | GARMIN LTD (GRMN) - 2.02% |
| Total Holdings | 264 | 52 |
AFMC vs POWA - Historical Returns
Returns include dividend reinvestment.
1M
AFMC
+0.05%
Winner
POWA
+1.64%
3M
Winner
AFMC
+5.81%
POWA
-1.53%
6M
Winner
AFMC
+10.97%
POWA
-5.68%
1Y
Winner
AFMC
+27.07%
POWA
+1.80%
5Y(CAGR)
Winner
AFMC
+11.18%
POWA
+6.79%
10Y(CAGR)
AFMC
N/A
POWA
+9.82%
Max(CAGR)
Winner
AFMC
+12.41%
POWA
+8.50%
AFMC vs POWA - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | AFMC | POWA |
|---|---|---|
| 2026 | +16.61% | -1.83% |
| 2025 | +10.17% | +12.09% |
| 2024 | +19.44% | +13.38% |
| 2023 | +21.77% | +10.48% |
| 2022 | -15.39% | -6.84% |
| 2021 | +27.68% | +26.85% |
| 2020 | +6.00% | +7.29% |
| 2019 | +2.57% | +29.08% |
| 2018 | N/A | -3.71% |
| 2017 | N/A | +21.02% |
| 2016 | N/A | +14.96% |
| 2015 | N/A | -4.75% |
| 2014 | N/A | +14.34% |
| 2013 | N/A | +20.01% |
| 2012 | N/A | +7.74% |
| 2011 | N/A | +12.36% |
| 2010 | N/A | +18.54% |
| 2009 | N/A | +19.93% |
| 2008 | N/A | -29.21% |
| 2007 | N/A | +4.67% |
| 2006 | N/A | -0.10% |
AFMC vs POWA Drawdown Comparison
The maximum drawdown for AFMC was -42.14%, occurring on Mar 23, 2020. Recovery took 201 trading sessions.
The maximum drawdown for POWA was -47.91%, occurring on Mar 9, 2009. Recovery took 964 trading sessions.
The current AFMC drawdown is -0.90%. The current POWA drawdown is -6.09%.
| Rank | AFMC | POWA |
|---|---|---|
| #1 | -42.14% Feb 20, 2020 - Dec 4, 2020 | -47.91% Jun 1, 2007 - Mar 29, 2011 |
| #2 | -25.41% Nov 16, 2021 - Dec 14, 2023 | -36.53% Feb 14, 2020 - Dec 8, 2020 |
| #3 | -21.99% Nov 25, 2024 - Sep 11, 2025 | -17.75% Dec 29, 2021 - Dec 13, 2023 |
| #4 | -8.20% Feb 20, 2026 - Apr 13, 2026 | -16.06% Sep 21, 2018 - Mar 21, 2019 |
| #5 | -7.78% Mar 28, 2024 - May 15, 2024 | -15.67% Apr 24, 2015 - Jun 29, 2016 |
| #6 | -7.38% Jul 31, 2024 - Aug 23, 2024 | -15.00% Dec 4, 2024 - Jul 1, 2025 |
| #7 | -6.65% Jun 8, 2021 - Aug 11, 2021 | -13.53% Jul 7, 2011 - Dec 20, 2011 |
| #8 | -6.39% Mar 15, 2021 - Apr 12, 2021 | -9.76% Jan 27, 2026 - Mar 30, 2026 |
| #9 | -6.18% Sep 18, 2025 - Dec 4, 2025 | -9.49% Jan 26, 2018 - Aug 27, 2018 |
| #10 | -5.28% Aug 30, 2024 - Sep 19, 2024 | -7.93% May 15, 2013 - Oct 17, 2013 |
| #11 | -5.20% May 15, 2024 - Jul 16, 2024 | -7.17% Sep 5, 2014 - Dec 26, 2014 |
| #12 | -5.15% Sep 2, 2021 - Nov 1, 2021 | -6.74% Feb 12, 2021 - Mar 26, 2021 |
| #13 | -5.13% May 7, 2021 - Jun 8, 2021 | -6.64% Oct 18, 2012 - Jan 10, 2013 |
| #14 | -5.12% Feb 24, 2021 - Mar 10, 2021 | -6.40% Jul 29, 2016 - Dec 9, 2016 |
| #15 | -4.42% Jan 22, 2021 - Feb 5, 2021 | -5.90% Feb 20, 2007 - Apr 16, 2007 |
Correlation
Correlation between AFMC and POWA is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2006 - 2026)
AFMC vs POWA dividend yield comparison.
| Year | AFMC | POWA |
|---|---|---|
| 2026 | 0.27% | 0.00% |
| 2025 | 0.96% | 0.94% |
| 2024 | 0.64% | 0.79% |
| 2023 | 0.87% | 1.60% |
| 2022 | 1.42% | 1.48% |
| 2021 | 0.84% | 1.06% |
| 2020 | 1.05% | 1.34% |
| 2019 | 0.29% | 1.16% |
| 2018 | 0.00% | 1.39% |
| 2017 | 0.00% | 1.63% |
| 2016 | 0.00% | 2.18% |
| 2015 | 0.00% | 3.31% |
| 2014 | 0.00% | 2.55% |
| 2013 | 0.00% | 2.30% |
| 2012 | 0.00% | 2.61% |
| 2011 | 0.00% | 1.37% |
| 2010 | 0.00% | 1.58% |
| 2009 | 0.00% | 2.70% |
| 2008 | 0.00% | 2.85% |
| 2007 | 0.00% | 1.58% |
| 2006 | 0.00% | 0.02% |
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