AFSM vs INDS
Comparison between FIRST TRUST ACTIVE FACTOR SMALL CAP ETF (AFSM, ETF) and PACER INDUSTRIAL REAL ESTATE ETF (INDS, ETF).
5-Year PerformanceAFSM has outperformed INDS, delivering a return of +10.0% compared to +0.8%
AFSM vs INDS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
AFSM
$115M
INDS
$115M
Expense Ratio
AFSM
0.75%
Winner
INDS
0.49%
Max Drawdown
Winner
AFSM
43.54%
INDS
43.65%
Sharpe Ratio
Winner
AFSM
1.41
INDS
0.71
5Y Beta
AFSM
1.02
Winner
INDS
0.53
P/E Ratio
Winner
AFSM
18.57
INDS
31.73
Forward P/E
Winner
AFSM
13.07
INDS
33.24
PEG Ratio
AFSM
N/A
INDS
1.84
5Y Dividends CAGR
Winner
AFSM
17.16%
INDS
16.02%
5Y EPS CAGR
Winner
AFSM
11.51%
INDS
7.93%
Debt to Equity
Winner
AFSM
17.06%
INDS
52.05%
P/S Ratio
Winner
AFSM
1.19
INDS
10.92
P/B Ratio
Winner
AFSM
2.25
INDS
2.76
AFSM vs INDS - Holdings Comparison
AFSM and INDS have 1 common holdings. Overlap is 0.00%
AFSM's top 25 holdings weight is 16.93%. INDS's top 25 holdings weight is 96.00%.
| Rank | AFSM | INDS |
|---|---|---|
| #1 | PAR PACIFIC HOLDINGS INC (PARR) - 1.01% | PROLOGIS INC (PLD) - 15.81% |
| #2 | PENGUIN SOLUTIONS INC (PENG) - 0.98% | EXTRA SPACE STORAGE INC (EXR) - 14.93% |
| #3 | NATIONAL HEALTHCARE CORP (NHC) - 0.98% | PUBLIC STORAGE (PSA) - 14.91% |
| #4 | BLUE BIRD CORP (BLBD) - 0.94% | W.P. CAREY INC (WPC) - 4.59% |
| #5 | MATSON INC (MATX) - 0.81% | SEGRO PLC (n/a) - 4.55% |
| #6 | AMES NATIONAL CORP (ATLO) - 0.77% | EASTGROUP PROPERTIES INC (EGP) - 4.34% |
| #7 | LIQUIDIA CORP ORDINARY SHARES (LQDA) - 0.74% | CUBESMART (CUBE) - 3.75% |
| #8 | TRUSTCO BANK CORP N Y (TRST) - 0.71% | REXFORD INDUSTRIAL REALTY INC (REXR) - 3.32% |
| #9 | KULICKE & SOFFA INDUSTRIES INC (KLIC) - 0.71% | FIRST INDUSTRIAL REALTY TRUST INC (FR) - 3.31% |
| #10 | RIGEL PHARMACEUTICALS INC (RIGL) - 0.68% | STAG INDUSTRIAL INC (STAG) - 2.85% |
| #11 | NLIGHT INC (LASR) - 0.66% | TERRENO REALTY CORP (TRNO) - 2.72% |
| #12 | CARPENTER TECHNOLOGY CORP (CRS) - 0.66% | LONDONMETRIC PROPERTY PLC (n/a) - 2.25% |
| #13 | ETON PHARMACEUTICALS INC (ETON) - 0.65% | WAREHOUSES DE PAUW SA (n/a) - 1.97% |
| #14 | n/a (SPHR) - 0.64% | TRITAX BIG BOX ORD (n/a) - 1.87% |
| #15 | APPLE HOSPITALITY REIT INC (APLE) - 0.64% | GRANITE REAL ESTATE INVESTMENT TRUST UNIT (n/a) - 1.73% |
| #16 | GARRETT MOTION INC ORDINARY SHARES NEW (GTX) - 0.62% | GLP J-REIT (n/a) - 1.59% |
| #17 | INTERFACE INC (TILE) - 0.62% | AB SAGAX CLASS B (n/a) - 1.58% |
| #18 | CATHAY GENERAL BANCORP (CATY) - 0.61% | NIPPON PROLOGIS REIT INC (n/a) - 1.55% |
| #19 | MERCURY GENERAL CORP (MCY) - 0.61% | MAPLETREE LOGISTICS TRUST (n/a) - 1.33% |
| #20 | KRYSTAL BIOTECH INC (KRYS) - 0.60% | MAPLETREE INDUSTRIAL TRUST UNITS REAL ESTATE INVESTMENT TRUST (n/a) - 1.31% |
| #21 | KENNAMETAL INC (KMT) - 0.47% | NATIONAL STORAGE AFFILIATES TRUST (NSA) - 1.24% |
| #22 | IES HOLDINGS INC (IESC) - 0.46% | LXP INDUSTRIAL TRUST (LXP) - 1.23% |
| #23 | ZIFF DAVIS INC (ZD) - 0.46% | DREAM INDUSTRIAL REAL ESTATE INVESTMENT TRUST (n/a) - 1.21% |
| #24 | n/a (AMAL) - 0.45% | FRASERS LOGISTICS & COMMERCIAL TRUST (n/a) - 1.18% |
| #25 | CONSTELLIUM SE CLASS A (n/a) - 0.45% | CATENA AB (n/a) - 0.88% |
| Total Holdings | 295 | 38 |
AFSM vs INDS - Historical Returns
Returns include dividend reinvestment.
1M
AFSM
+0.68%
Winner
INDS
+3.27%
3M
Winner
AFSM
+9.71%
INDS
+3.42%
6M
Winner
AFSM
+15.31%
INDS
+7.99%
1Y
Winner
AFSM
+30.57%
INDS
+14.98%
5Y(CAGR)
Winner
AFSM
+10.04%
INDS
+0.82%
10Y(CAGR)
AFSM
N/A
INDS
+9.39%
Max(CAGR)
Winner
AFSM
+11.73%
INDS
+9.39%
AFSM vs INDS - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | AFSM | INDS |
|---|---|---|
| 2026 | +21.02% | +12.84% |
| 2025 | +9.99% | +9.05% |
| 2024 | +10.93% | -13.14% |
| 2023 | +22.85% | +18.14% |
| 2022 | -17.86% | -31.30% |
| 2021 | +27.36% | +59.85% |
| 2020 | +8.73% | +13.80% |
| 2019 | +2.63% | +45.75% |
| 2018 | N/A | -0.50% |
AFSM vs INDS Drawdown Comparison
The maximum drawdown for AFSM was -43.54%, occurring on Mar 23, 2020. Recovery took 224 trading sessions.
The maximum drawdown for INDS was -40.10%, occurring on Oct 27, 2023. This drawdown has not yet recovered.
The current AFSM drawdown is -3.24%. The current INDS drawdown is -15.40%.
| Rank | AFSM | INDS |
|---|---|---|
| #1 | -43.54% Jan 16, 2020 - Dec 4, 2020 | -40.10% Dec 31, 2021 - Oct 27, 2023 |
| #2 | -28.27% Nov 16, 2021 - Feb 15, 2024 | -36.84% Feb 20, 2020 - Oct 12, 2020 |
| #3 | -25.07% Nov 11, 2024 - Sep 11, 2025 | -11.06% Dec 7, 2018 - Jan 18, 2019 |
| #4 | -9.56% Feb 26, 2026 - Apr 14, 2026 | -8.90% Sep 3, 2021 - Oct 20, 2021 |
| #5 | -9.26% Jul 31, 2024 - Oct 14, 2024 | -8.42% Aug 20, 2018 - Dec 6, 2018 |
| #6 | -8.21% Mar 15, 2021 - Apr 26, 2021 | -8.40% Oct 12, 2020 - Dec 15, 2020 |
| #7 | -8.17% Feb 12, 2021 - Mar 12, 2021 | -6.10% Feb 11, 2021 - Mar 15, 2021 |
| #8 | -8.05% Sep 18, 2025 - Dec 10, 2025 | -5.29% Jul 10, 2019 - Aug 19, 2019 |
| #9 | -7.71% Jul 1, 2021 - Aug 27, 2021 | -5.17% Nov 27, 2019 - Jan 16, 2020 |
| #10 | -7.54% Mar 28, 2024 - May 15, 2024 | -4.91% Jul 6, 2018 - Aug 20, 2018 |
| #11 | -6.30% Apr 27, 2021 - Jun 1, 2021 | -4.75% Jun 20, 2019 - Jul 9, 2019 |
| #12 | -5.51% May 15, 2024 - Jul 15, 2024 | -4.73% Dec 17, 2020 - Jan 25, 2021 |
| #13 | -4.91% Sep 2, 2021 - Oct 20, 2021 | -4.15% Apr 30, 2021 - May 24, 2021 |
| #14 | -4.84% Jun 8, 2021 - Jul 1, 2021 | -3.92% Jun 14, 2021 - Jul 9, 2021 |
| #15 | -4.45% Jan 22, 2021 - Feb 4, 2021 | -3.46% Aug 19, 2019 - Sep 26, 2019 |
Correlation
Correlation between AFSM and INDS is 0.63 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.63
-101
Dividend Comparison (2018 - 2026)
AFSM vs INDS dividend yield comparison.
| Year | AFSM | INDS |
|---|---|---|
| 2026 | 0.30% | 0.16% |
| 2025 | 0.58% | 3.70% |
| 2024 | 0.58% | 3.75% |
| 2023 | 0.92% | 3.11% |
| 2022 | 1.28% | 2.63% |
| 2021 | 0.35% | 1.24% |
| 2020 | 0.53% | 1.68% |
| 2019 | 0.32% | 2.26% |
| 2018 | 0.00% | 1.81% |
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