AFSM vs JHDG
Comparison between FIRST TRUST ACTIVE FACTOR SMALL CAP ETF (AFSM, ETF) and JOHN HANCOCK HEDGED EQUITY ETF (JHDG, ETF).
5-Year PerformanceAFSM has outperformed JHDG, delivering a return of +9.1% compared to +1.0%
AFSM vs JHDG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
AFSM
$99M
Winner
JHDG
$99M
Expense Ratio
AFSM
0.75%
Winner
JHDG
0.49%
Max Drawdown
AFSM
43.54%
Winner
JHDG
26.51%
Sharpe Ratio
Winner
AFSM
1.47
JHDG
-0.42
5Y Beta
AFSM
1.03
Winner
JHDG
0.68
P/E Ratio
Winner
AFSM
20.53
JHDG
26.59
Forward P/E
Winner
AFSM
13.07
JHDG
21.42
PEG Ratio
AFSM
N/A
JHDG
0.58
5Y Dividends CAGR
AFSM
14.72%
JHDG
N/A
5Y EPS CAGR
AFSM
11.71%
Winner
JHDG
26.66%
Debt to Equity
Winner
AFSM
-18.16%
JHDG
15.18%
P/S Ratio
Winner
AFSM
1.15
JHDG
2.75
P/B Ratio
Winner
AFSM
2.22
JHDG
4.79
AFSM vs JHDG - Holdings Comparison
AFSM and JHDG have 2 common holdings. Overlap is 0.26%
AFSM's top 25 holdings weight is 19.95%. JHDG's top 25 holdings weight is 75.40%.
| Rank | AFSM | JHDG |
|---|---|---|
| #1 | BLOOM ENERGY CORP CLASS A (BE) - 1.99% | ALPHABET INC CLASS A (GOOGL) - 7.80% |
| #2 | VIAVI SOLUTIONS INC (VIAV) - 1.32% | MICROSOFT CORP (MSFT) - 6.98% |
| #3 | TTM TECHNOLOGIES INC (TTMI) - 1.25% | AMAZON.COM INC (AMZN) - 6.92% |
| #4 | PENGUIN SOLUTIONS INC (PENG) - 0.99% | BROADCOM INC (AVGO) - 4.08% |
| #5 | BLUE BIRD CORP (BLBD) - 0.93% | JPMORGAN CHASE & CO (JPM) - 3.98% |
| #6 | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 0.93% | COSTCO WHOLESALE CORP (COST) - 3.80% |
| #7 | NATIONAL HEALTHCARE CORP (NHC) - 0.86% | NVIDIA CORP (NVDA) - 3.21% |
| #8 | PAR PACIFIC HOLDINGS INC (PARR) - 0.83% | ELI LILLY AND CO (LLY) - 3.11% |
| #9 | STERLING INFRASTRUCTURE INC (STRL) - 0.81% | PALO ALTO NETWORKS INC (PANW) - 3.11% |
| #10 | AMES NATIONAL CORP (ATLO) - 0.80% | MARVELL TECHNOLOGY INC (MRVL) - 2.95% |
| #11 | NLIGHT INC (LASR) - 0.78% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.81% |
| #12 | MATSON INC (MATX) - 0.76% | WALMART INC (WMT) - 2.68% |
| #13 | KULICKE & SOFFA INDUSTRIES INC (KLIC) - 0.75% | MICRON TECHNOLOGY INC (MU) - 2.52% |
| #14 | ENERSYS (ENS) - 0.71% | APPLIED MATERIALS INC (AMAT) - 2.41% |
| #15 | TRUSTCO BANK CORP N Y (TRST) - 0.70% | QNITY ELECTRONICS INC (Q) - 2.34% |
| #16 | LINCOLN EDUCATIONAL SERVICES CORP (LINC) - 0.69% | EQT CORP (EQT) - 2.15% |
| #17 | POWELL INDUSTRIES INC (POWL) - 0.69% | ARISTA NETWORKS INC (ANET) - 1.91% |
| #18 | n/a (SPHR) - 0.66% | VALERO ENERGY CORP (VLO) - 1.82% |
| #19 | AXCELIS TECHNOLOGIES INC (ACLS) - 0.66% | BURLINGTON STORES INC (BURL) - 1.82% |
| #20 | GARRETT MOTION INC ORDINARY SHARES NEW (GTX) - 0.64% | FREEPORT-MCMORAN INC (FCX) - 1.73% |
| #21 | n/a (KNSA) - 0.44% | LINDE PLC (LIN) - 1.59% |
| #22 | PAGSEGURO DIGITAL LTD CLASS A (PAGS) - 0.44% | AMETEK INC (AME) - 1.46% |
| #23 | n/a (INDV) - 0.44% | MEDTRONIC PLC (MDT) - 1.46% |
| #24 | GUARDANT HEALTH INC (GH) - 0.44% | SCHNEIDER ELECTRIC SE ADR (SBGSY) - 1.41% |
| #25 | SIRIUSPOINT LTD (SPNT) - 0.44% | AMERICAN TOWER CORP (AMT) - 1.35% |
| Total Holdings | 293 | 127 |
AFSM vs JHDG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
AFSM
+5.09%
JHDG
+1.38%
3M
AFSM
+21.46%
JHDG
N/A
6M
AFSM
+17.45%
JHDG
N/A
1Y
AFSM
+34.37%
JHDG
N/A
5Y(CAGR)
Winner
AFSM
+9.09%
JHDG
+0.96%
10Y(CAGR)
AFSM
N/A
JHDG
+3.14%
Max(CAGR)
Winner
AFSM
+11.74%
JHDG
+1.14%
AFSM vs JHDG - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | AFSM | JHDG |
|---|---|---|
| 2026 | +19.60% | +6.63% |
| 2025 | +9.99% | N/A |
| 2024 | +10.93% | N/A |
| 2023 | +22.85% | N/A |
| 2022 | -17.86% | N/A |
| 2021 | +27.36% | N/A |
| 2020 | +8.73% | N/A |
| 2019 | +2.63% | +7.48% |
| 2018 | N/A | -16.99% |
| 2017 | N/A | +20.12% |
| 2016 | N/A | +3.60% |
| 2015 | N/A | -3.73% |
AFSM vs JHDG Drawdown Comparison
The maximum drawdown for AFSM was -43.54%, occurring on Mar 23, 2020. Recovery took 224 trading sessions.
The maximum drawdown for JHDG was -25.13%, occurring on Jun 27, 2016. Recovery took 457 trading sessions.
The current JHDG drawdown is -8.76%.
| Rank | AFSM | JHDG |
|---|---|---|
| #1 | -43.54% Jan 16, 2020 - Dec 4, 2020 | -25.13% Aug 10, 2015 - Jun 2, 2017 |
| #2 | -28.27% Nov 16, 2021 - Feb 15, 2024 | -23.51% Jan 17, 2018 - Dec 24, 2018 |
| #3 | -25.07% Nov 11, 2024 - Sep 11, 2025 | -8.30% Jun 23, 2015 - Aug 10, 2015 |
| #4 | -9.56% Feb 26, 2026 - Apr 14, 2026 | -3.72% Nov 8, 2017 - Jan 4, 2018 |
| #5 | -9.26% Jul 31, 2024 - Oct 14, 2024 | -3.36% Apr 22, 2015 - May 18, 2015 |
| #6 | -8.21% Mar 15, 2021 - Apr 26, 2021 | -3.19% Aug 8, 2017 - Sep 12, 2017 |
| #7 | -8.17% Feb 12, 2021 - Mar 12, 2021 | -2.68% May 27, 2015 - Jun 23, 2015 |
| #8 | -8.05% Sep 18, 2025 - Dec 10, 2025 | -2.02% Jun 2, 2017 - Jun 27, 2017 |
| #9 | -7.71% Jul 1, 2021 - Aug 27, 2021 | -1.40% Apr 9, 2015 - Apr 21, 2015 |
| #10 | -7.54% Mar 28, 2024 - May 15, 2024 | -1.01% Oct 24, 2017 - Oct 31, 2017 |
| #11 | -6.30% Apr 27, 2021 - Jun 1, 2021 | -0.97% Jun 27, 2017 - Jul 3, 2017 |
| #12 | -5.51% May 15, 2024 - Jul 15, 2024 | -0.90% Jan 8, 2018 - Jan 17, 2018 |
| #13 | -4.91% Sep 2, 2021 - Oct 20, 2021 | -0.83% Jul 20, 2017 - Aug 1, 2017 |
| #14 | -4.84% Jun 8, 2021 - Jul 1, 2021 | -0.81% Jul 3, 2017 - Jul 12, 2017 |
| #15 | -4.45% Jan 22, 2021 - Feb 4, 2021 | -0.76% Jul 13, 2017 - Jul 20, 2017 |
Correlation
Correlation between AFSM and JHDG is 0.65 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.65
-101
Dividend Comparison (2015 - 2026)
AFSM vs JHDG dividend yield comparison.
| Year | AFSM | JHDG |
|---|---|---|
| 2026 | 0.10% | 0.00% |
| 2025 | 0.58% | 0.00% |
| 2024 | 0.58% | 0.00% |
| 2023 | 0.92% | 0.00% |
| 2022 | 1.28% | 0.00% |
| 2021 | 0.35% | 0.00% |
| 2020 | 0.53% | 0.00% |
| 2019 | 0.32% | 0.00% |
| 2018 | 0.00% | 1.45% |
| 2017 | 0.00% | 2.18% |
| 2016 | 0.00% | 2.07% |
| 2015 | 0.00% | 0.97% |
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