AFMC vs SBIO
Comparison between FIRST TRUST ACTIVE FACTOR MID CAP ETF (AFMC, ETF) and ALPS MEDICAL BREAKTHROUGHS ETF (SBIO, ETF).
5-Year PerformanceAFMC has outperformed SBIO, delivering a return of +10.7% compared to +1.9%
AFMC vs SBIO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
AFMC
$162M
SBIO
$162M
Expense Ratio
AFMC
0.68%
Winner
SBIO
0.50%
Max Drawdown
Winner
AFMC
42.14%
SBIO
63.06%
Sharpe Ratio
AFMC
1.50
Winner
SBIO
1.69
5Y Beta
Winner
AFMC
0.91
SBIO
1.03
P/E Ratio
AFMC
21.12
Winner
SBIO
-12.79
Forward P/E
AFMC
14.44
SBIO
N/A
5Y Dividends CAGR
Winner
AFMC
11.51%
SBIO
9.24%
5Y EPS CAGR
AFMC
18.32%
SBIO
N/A
Debt to Equity
AFMC
21.31%
Winner
SBIO
2.08%
P/S Ratio
Winner
AFMC
1.28
SBIO
6.98
P/B Ratio
Winner
AFMC
2.64
SBIO
3.94
AFMC vs SBIO - Holdings Comparison
AFMC and SBIO have 1 common holdings. Overlap is -0.04%
AFMC's top 25 holdings weight is 23.38%. SBIO's top 25 holdings weight is 63.55%.
| Rank | AFMC | SBIO |
|---|---|---|
| #1 | FLEX LTD (FLEX) - 1.93% | ALKERMES PLC (ALKS) - 4.84% |
| #2 | BORGWARNER INC (BWA) - 1.45% | KYMERA THERAPEUTICS INC ORDINARY SHARES (KYMR) - 4.06% |
| #3 | MUELLER INDUSTRIES INC (MLI) - 1.27% | SPYRE THERAPEUTICS INC (SYRE) - 3.93% |
| #4 | CASEY'S GENERAL STORES INC (CASY) - 1.22% | MIRUM PHARMACEUTICALS INC (MIRM) - 3.77% |
| #5 | ALCOA CORP (AA) - 1.07% | APOGEE THERAPEUTICS INC (APGE) - 3.21% |
| #6 | TECHNIPFMC PLC (n/a) - 1.05% | CG ONCOLOGY INC (CGON) - 3.12% |
| #7 | CHORD ENERGY CORP ORDINARY SHARES NEW (CHRD) - 1.03% | XENON PHARMACEUTICALS INC (XENE) - 3.02% |
| #8 | FEDERATED HERMES INC CLASS B (FHI) - 1.02% | TRAVERE THERAPEUTICS INC ORDINARY SHARES (TVTX) - 2.83% |
| #9 | EXELIXIS INC (EXEL) - 0.97% | CELCUITY INC (CELC) - 2.80% |
| #10 | NETSCOUT SYSTEMS INC (NTCT) - 0.95% | EDGEWISE THERAPEUTICS INC (EWTX) - 2.64% |
| #11 | RENAISSANCERE HOLDINGS LTD (RNR) - 0.95% | DIANTHUS THERAPEUTICS INC (DNTH) - 2.57% |
| #12 | MATSON INC (MATX) - 0.93% | NEWAMSTERDAM PHARMA CO NV (NAMS) - 2.51% |
| #13 | TD SYNNEX CORP (SNX) - 0.90% | ACADIA PHARMACEUTICALS INC (ACAD) - 2.48% |
| #14 | ENERSYS (ENS) - 0.89% | CRINETICS PHARMACEUTICALS INC (CRNX) - 2.35% |
| #15 | CURTISS-WRIGHT CORP (CW) - 0.87% | VIKING THERAPEUTICS INC (VKTX) - 2.30% |
| #16 | NATIONAL FUEL GAS CO (NFG) - 0.85% | DENALI THERAPEUTICS INC (DNLI) - 2.12% |
| #17 | ATI INC (ATI) - 0.84% | ORUKA THERAPEUTICS INC (ORKA) - 1.88% |
| #18 | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 0.83% | RELAY THERAPEUTICS INC ORDINARY SHARES (RLAY) - 1.86% |
| #19 | COMFORT SYSTEMS USA INC (FIX) - 0.81% | DISC MEDICINE INC ORDINARY SHARES (IRON) - 1.83% |
| #20 | CIRRUS LOGIC INC (CRUS) - 0.80% | STRUCTURE THERAPEUTICS INC ADR (GPCR) - 1.81% |
| #21 | CROCS INC (CROX) - 0.56% | IDEAYA BIOSCIENCES INC (IDYA) - 1.70% |
| #22 | FIRST HORIZON CORP (FHN) - 0.56% | n/a (TARS) - 1.70% |
| #23 | AVNET INC (AVT) - 0.55% | VERA THERAPEUTICS INC CLASS A (VERA) - 1.52% |
| #24 | ESSENT GROUP LTD (ESNT) - 0.54% | MINERALYS THERAPEUTICS INC (MLYS) - 1.35% |
| #25 | DILLARD'S INC CLASS A (DDS) - 0.54% | CELLDEX THERAPEUTICS INC (CLDX) - 1.35% |
| Total Holdings | 227 | 87 |
AFMC vs SBIO - Historical Returns
Returns include dividend reinvestment.
1M
Winner
AFMC
+4.31%
SBIO
-4.31%
3M
Winner
AFMC
+15.40%
SBIO
+5.14%
6M
Winner
AFMC
+16.76%
SBIO
+2.95%
1Y
AFMC
+30.44%
Winner
SBIO
+68.66%
5Y(CAGR)
Winner
AFMC
+10.70%
SBIO
+1.91%
10Y(CAGR)
AFMC
N/A
SBIO
+9.09%
Max(CAGR)
Winner
AFMC
+12.65%
SBIO
+7.58%
AFMC vs SBIO - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | AFMC | SBIO |
|---|---|---|
| 2026 | +16.81% | +5.18% |
| 2025 | +10.17% | +53.69% |
| 2024 | +19.44% | +4.25% |
| 2023 | +21.77% | +11.05% |
| 2022 | -15.39% | -30.19% |
| 2021 | +27.68% | -17.90% |
| 2020 | +6.00% | +23.09% |
| 2019 | +2.57% | +47.58% |
| 2018 | N/A | -13.24% |
| 2017 | N/A | +44.12% |
| 2016 | N/A | -25.20% |
| 2015 | N/A | +26.42% |
| 2014 | N/A | +0.00% |
AFMC vs SBIO Drawdown Comparison
The maximum drawdown for AFMC was -42.14%, occurring on Mar 23, 2020. Recovery took 201 trading sessions.
The maximum drawdown for SBIO was -63.06%, occurring on Oct 27, 2023. This drawdown has not yet recovered.
The current SBIO drawdown is -13.96%.
| Rank | AFMC | SBIO |
|---|---|---|
| #1 | -42.14% Feb 20, 2020 - Dec 4, 2020 | -63.06% Feb 8, 2021 - Oct 27, 2023 |
| #2 | -25.41% Nov 16, 2021 - Dec 14, 2023 | -49.69% Jul 17, 2015 - Jun 6, 2018 |
| #3 | -21.99% Nov 25, 2024 - Sep 11, 2025 | -39.30% Dec 24, 2019 - Jun 23, 2020 |
| #4 | -8.20% Feb 20, 2026 - Apr 13, 2026 | -32.42% Sep 28, 2018 - Nov 25, 2019 |
| #5 | -7.78% Mar 28, 2024 - May 15, 2024 | -13.78% Apr 23, 2015 - May 20, 2015 |
| #6 | -7.38% Jul 31, 2024 - Aug 23, 2024 | -13.03% Jun 23, 2020 - Oct 7, 2020 |
| #7 | -6.65% Jun 8, 2021 - Aug 11, 2021 | -11.31% Mar 19, 2015 - Apr 13, 2015 |
| #8 | -6.39% Mar 15, 2021 - Apr 12, 2021 | -6.72% Jun 6, 2018 - Sep 28, 2018 |
| #9 | -6.18% Sep 18, 2025 - Dec 4, 2025 | -6.30% Jan 27, 2015 - Feb 17, 2015 |
| #10 | -5.28% Aug 30, 2024 - Sep 19, 2024 | -6.29% Jun 22, 2015 - Jul 13, 2015 |
| #11 | -5.20% May 15, 2024 - Jul 16, 2024 | -6.19% Dec 22, 2020 - Jan 7, 2021 |
| #12 | -5.15% Sep 2, 2021 - Nov 1, 2021 | -4.88% Oct 13, 2020 - Oct 27, 2020 |
| #13 | -5.13% May 7, 2021 - Jun 8, 2021 | -3.81% Jan 14, 2015 - Jan 20, 2015 |
| #14 | -5.12% Feb 24, 2021 - Mar 10, 2021 | -3.39% Oct 27, 2020 - Nov 4, 2020 |
| #15 | -4.42% Jan 22, 2021 - Feb 5, 2021 | -3.31% Jan 26, 2021 - Feb 1, 2021 |
Correlation
Correlation between AFMC and SBIO is 0.29 which considered as a very weak or no correlation - the stocks move independently of each other.
0.29
-101
Dividend Comparison (2017 - 2026)
AFMC vs SBIO dividend yield comparison.
| Year | AFMC | SBIO |
|---|---|---|
| 2026 | 0.14% | 0.00% |
| 2025 | 0.96% | 0.00% |
| 2024 | 0.64% | 3.55% |
| 2023 | 0.87% | 0.22% |
| 2022 | 1.42% | 0.00% |
| 2021 | 0.84% | 0.00% |
| 2020 | 1.05% | 0.00% |
| 2019 | 0.29% | 0.04% |
| 2018 | 0.00% | 2.79% |
| 2017 | 0.00% | 1.77% |
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