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AFMC vs SPY

Comparison between FIRST TRUST ACTIVE FACTOR MID CAP ETF (AFMC, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed AFMC, delivering a return of +13.0% compared to +11.2%

AFMC vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
AFMC
$174M
Winner
SPY
$781B
Expense Ratio
AFMC
0.68%
Winner
SPY
0.09%
Max Drawdown
Winner
AFMC
42.14%
SPY
56.47%
Sharpe Ratio
Winner
AFMC
1.39
SPY
1.25
5Y Beta
Winner
AFMC
0.91
SPY
1.00
P/E Ratio
Winner
AFMC
19.40
SPY
28.78
Forward P/E
Winner
AFMC
14.00
SPY
21.23
5Y Dividends CAGR
Winner
AFMC
7.12%
SPY
6.00%
5Y EPS CAGR
AFMC
18.88%
Winner
SPY
25.62%
Debt to Equity
Winner
AFMC
27.74%
SPY
31.92%
P/S Ratio
Winner
AFMC
1.33
SPY
3.76
P/B Ratio
Winner
AFMC
2.60
SPY
5.64

AFMC vs SPY - Holdings Comparison

AFMC and SPY have 41 common holdings. Overlap is 1.34%

AFMC's top 25 holdings weight is 23.87%. SPY's top 25 holdings weight is 51.74%.

RankAFMCSPY
#1
RELIANCE INC (RS) - 1.52%
NVIDIA CORP (NVDA) - 7.89%
#2
CASEY'S GENERAL STORES INC (CASY) - 1.30%
APPLE INC (AAPL) - 7.37%
#3
BORGWARNER INC (BWA) - 1.25%
MICROSOFT CORP (MSFT) - 4.50%
#4
EXELIXIS INC (EXEL) - 1.11%
AMAZON.COM INC (AMZN) - 3.82%
#5
MUELLER INDUSTRIES INC (MLI) - 1.11%
ALPHABET INC CLASS A (GOOGL) - 3.33%
#6
FEDERATED HERMES INC CLASS B (FHI) - 1.09%
BROADCOM INC (AVGO) - 2.86%
#7
TECHNIPFMC PLC (n/a) - 1.08%
ALPHABET INC CLASS C (GOOG) - 2.68%
#8
RENAISSANCERE HOLDINGS LTD (RNR) - 1.05%
META PLATFORMS INC CLASS A (META) - 2.29%
#9
MATSON INC (MATX) - 1.03%
TESLA INC (TSLA) - 1.70%
#10
AFFILIATED MANAGERS GROUP INC (AMG) - 0.98%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
ATI INC (ATI) - 0.91%
JPMORGAN CHASE & CO (JPM) - 1.42%
#12
NETSCOUT SYSTEMS INC (NTCT) - 0.91%
ELI LILLY AND CO (LLY) - 1.40%
#13
CHORD ENERGY CORP ORDINARY SHARES NEW (CHRD) - 0.91%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#14
CURTISS-WRIGHT CORP (CW) - 0.90%
ADVANCED MICRO DEVICES INC (AMD) - 1.32%
#15
NATIONAL FUEL GAS CO (NFG) - 0.88%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.92%
#16
WOODWARD INC (WWD) - 0.85%
JOHNSON & JOHNSON (JNJ) - 0.91%
#17
POPULAR INC (BPOP) - 0.84%
VISA INC CLASS A (V) - 0.90%
#18
TD SYNNEX CORP (SNX) - 0.81%
WALMART INC (WMT) - 0.76%
#19
CF INDUSTRIES HOLDINGS INC (CF) - 0.77%
INTEL CORP (INTC) - 0.75%
#20
UNUM GROUP (UNM) - 0.77%
APPLIED MATERIALS INC (AMAT) - 0.70%
#21
KENNAMETAL INC (KMT) - 0.77%
CISCO SYSTEMS INC (CSCO) - 0.68%
#22
HF SINCLAIR CORP (DINO) - 0.76%
MASTERCARD INC CLASS A (MA) - 0.66%
#23
APPLE HOSPITALITY REIT INC (APLE) - 0.76%
ABBVIE INC (ABBV) - 0.66%
#24
UGI CORP (UGI) - 0.76%
CATERPILLAR INC (CAT) - 0.65%
#25
ENERSYS (ENS) - 0.75%
LAM RESEARCH CORP (LRCX) - 0.64%
Total Holdings264505

AFMC vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
AFMC
+0.05%
Winner
SPY
+0.52%
3M
AFMC
+5.81%
Winner
SPY
+6.55%
6M
Winner
AFMC
+10.97%
SPY
+9.76%
1Y
Winner
AFMC
+27.07%
SPY
+20.32%
5Y(CAGR)
AFMC
+11.18%
Winner
SPY
+13.01%
10Y(CAGR)
AFMC
N/A
SPY
+15.06%
Max(CAGR)
Winner
AFMC
+12.41%
SPY
+8.50%

AFMC vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearAFMCSPY
2026+16.61%+10.11%
2025+10.17%+18.00%
2024+19.44%+25.59%
2023+21.77%+26.72%
2022-15.39%-18.64%
2021+27.68%+30.52%
2020+6.00%+17.28%
2019+2.57%+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

AFMC vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current AFMC drawdown is -0.90%. The current SPY drawdown is -1.24%.

RankAFMCSPY
#1-42.14%
Feb 20, 2020 - Dec 4, 2020		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-25.41%
Nov 16, 2021 - Dec 14, 2023		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-21.99%
Nov 25, 2024 - Sep 11, 2025		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-8.20%
Feb 20, 2026 - Apr 13, 2026		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-7.78%
Mar 28, 2024 - May 15, 2024		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-7.38%
Jul 31, 2024 - Aug 23, 2024		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-6.65%
Jun 8, 2021 - Aug 11, 2021		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-6.39%
Mar 15, 2021 - Apr 12, 2021		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-6.18%
Sep 18, 2025 - Dec 4, 2025		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-5.28%
Aug 30, 2024 - Sep 19, 2024		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-5.20%
May 15, 2024 - Jul 16, 2024		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-5.15%
Sep 2, 2021 - Nov 1, 2021		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-5.13%
May 7, 2021 - Jun 8, 2021		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-5.12%
Feb 24, 2021 - Mar 10, 2021		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-4.42%
Jan 22, 2021 - Feb 5, 2021		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between AFMC and SPY is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.

0.99
-101

Dividend Comparison (1999 - 2026)

AFMC vs SPY dividend yield comparison.

YearAFMCSPY
20260.27%0.49%
20250.96%1.07%
20240.64%1.21%
20230.87%1.40%
20221.42%1.65%
20210.84%1.20%
20201.05%1.52%
20190.29%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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