AFMC vs TAXE
Comparison between FIRST TRUST ACTIVE FACTOR MID CAP ETF (AFMC, ETF) and T. ROWE PRICE INTERMEDIATE MUNICIPAL INCOME ETF (TAXE, ETF).
AFMC vs TAXE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
AFMC
$174M
TAXE
$174M
Expense Ratio
AFMC
0.68%
Winner
TAXE
0.24%
Max Drawdown
AFMC
42.14%
Winner
TAXE
4.70%
Sharpe Ratio
Winner
AFMC
1.39
TAXE
1.04
5Y Beta
AFMC
0.91
Winner
TAXE
0.01
P/E Ratio
AFMC
19.40
TAXE
N/A
Forward P/E
AFMC
14.00
TAXE
N/A
5Y Dividends CAGR
AFMC
7.12%
TAXE
N/A
5Y EPS CAGR
AFMC
18.88%
TAXE
N/A
Debt to Equity
AFMC
27.74%
TAXE
N/A
P/S Ratio
AFMC
1.33
TAXE
N/A
P/B Ratio
AFMC
2.60
TAXE
N/A
AFMC vs TAXE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
AFMC
+0.05%
TAXE
-0.73%
3M
Winner
AFMC
+5.81%
TAXE
+0.05%
6M
Winner
AFMC
+10.97%
TAXE
+0.63%
1Y
Winner
AFMC
+27.07%
TAXE
+6.13%
5Y(CAGR)
AFMC
+11.18%
TAXE
N/A
Max(CAGR)
Winner
AFMC
+12.41%
TAXE
+4.27%
AFMC vs TAXE - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | AFMC | TAXE |
|---|---|---|
| 2026 | +16.61% | +1.19% |
| 2025 | +10.17% | +5.68% |
| 2024 | +19.44% | +1.55% |
| 2023 | +21.77% | N/A |
| 2022 | -15.39% | N/A |
| 2021 | +27.68% | N/A |
| 2020 | +6.00% | N/A |
| 2019 | +2.57% | N/A |
AFMC vs TAXE Drawdown Comparison
The maximum drawdown for AFMC was -42.14%, occurring on Mar 23, 2020. Recovery took 201 trading sessions.
The maximum drawdown for TAXE was -3.72%, occurring on Apr 11, 2025. Recovery took 114 trading sessions.
The current AFMC drawdown is -0.90%. The current TAXE drawdown is -1.02%.
| Rank | AFMC | TAXE |
|---|---|---|
| #1 | -42.14% Feb 20, 2020 - Dec 4, 2020 | -3.72% Feb 28, 2025 - Aug 13, 2025 |
| #2 | -25.41% Nov 16, 2021 - Dec 14, 2023 | -2.53% Feb 27, 2026 - Mar 27, 2026 |
| #3 | -21.99% Nov 25, 2024 - Sep 11, 2025 | -1.94% Dec 6, 2024 - Feb 25, 2025 |
| #4 | -8.20% Feb 20, 2026 - Apr 13, 2026 | -1.88% Oct 1, 2024 - Dec 2, 2024 |
| #5 | -7.78% Mar 28, 2024 - May 15, 2024 | -0.64% Aug 2, 2024 - Aug 23, 2024 |
| #6 | -7.38% Jul 31, 2024 - Aug 23, 2024 | -0.50% Sep 17, 2025 - Oct 10, 2025 |
| #7 | -6.65% Jun 8, 2021 - Aug 11, 2021 | -0.32% Aug 23, 2024 - Sep 4, 2024 |
| #8 | -6.39% Mar 15, 2021 - Apr 12, 2021 | -0.29% Jan 15, 2026 - Jan 28, 2026 |
| #9 | -6.18% Sep 18, 2025 - Dec 4, 2025 | -0.25% Nov 11, 2025 - Nov 26, 2025 |
| #10 | -5.28% Aug 30, 2024 - Sep 19, 2024 | -0.24% Aug 27, 2025 - Sep 4, 2025 |
| #11 | -5.20% May 15, 2024 - Jul 16, 2024 | -0.21% Nov 26, 2025 - Dec 19, 2025 |
| #12 | -5.15% Sep 2, 2021 - Nov 1, 2021 | -0.21% Oct 27, 2025 - Nov 10, 2025 |
| #13 | -5.13% May 7, 2021 - Jun 8, 2021 | -0.20% Feb 26, 2025 - Feb 28, 2025 |
| #14 | -5.12% Feb 24, 2021 - Mar 10, 2021 | -0.17% Jul 18, 2024 - Jul 25, 2024 |
| #15 | -4.42% Jan 22, 2021 - Feb 5, 2021 | -0.12% Sep 17, 2024 - Sep 27, 2024 |
Correlation
Correlation between AFMC and TAXE is 0.90 which considered as a strong positive correlation - the stocks tend to move together.
0.90
-101
Dividend Comparison (2019 - 2026)
AFMC vs TAXE dividend yield comparison.
| Year | AFMC | TAXE |
|---|---|---|
| 2026 | 0.27% | 1.84% |
| 2025 | 0.96% | 3.46% |
| 2024 | 0.64% | 1.74% |
| 2023 | 0.87% | 0.00% |
| 2022 | 1.42% | 0.00% |
| 2021 | 0.84% | 0.00% |
| 2020 | 1.05% | 0.00% |
| 2019 | 0.29% | 0.00% |
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