AFSM vs LCLG
Comparison between FIRST TRUST ACTIVE FACTOR SMALL CAP ETF (AFSM, ETF) and LOGAN CAPITAL BROAD INNOVATIVE GROWTH ETF (LCLG, ETF).
AFSM vs LCLG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
AFSM
$115M
LCLG
$115M
Expense Ratio
Winner
AFSM
0.75%
LCLG
0.90%
Max Drawdown
AFSM
43.54%
Winner
LCLG
25.79%
Sharpe Ratio
Winner
AFSM
1.41
LCLG
1.04
5Y Beta
Winner
AFSM
1.02
LCLG
1.29
P/E Ratio
Winner
AFSM
18.57
LCLG
31.09
Forward P/E
Winner
AFSM
13.07
LCLG
21.68
PEG Ratio
AFSM
N/A
LCLG
0.32
5Y Dividends CAGR
AFSM
17.16%
LCLG
N/A
5Y EPS CAGR
AFSM
11.51%
Winner
LCLG
23.96%
Debt to Equity
AFSM
17.06%
Winner
LCLG
-5.01%
P/S Ratio
Winner
AFSM
1.19
LCLG
3.46
P/B Ratio
Winner
AFSM
2.25
LCLG
9.05
AFSM vs LCLG - Holdings Comparison
AFSM and LCLG have 2 common holdings. Overlap is 0.25%
AFSM's top 25 holdings weight is 16.93%. LCLG's top 25 holdings weight is 76.30%.
| Rank | AFSM | LCLG |
|---|---|---|
| #1 | PAR PACIFIC HOLDINGS INC (PARR) - 1.01% | AMPHENOL CORP CLASS A (APH) - 5.33% |
| #2 | PENGUIN SOLUTIONS INC (PENG) - 0.98% | KLA CORP (KLAC) - 5.33% |
| #3 | NATIONAL HEALTHCARE CORP (NHC) - 0.98% | MICRON TECHNOLOGY INC (MU) - 5.27% |
| #4 | BLUE BIRD CORP (BLBD) - 0.94% | BROADCOM INC (AVGO) - 4.84% |
| #5 | MATSON INC (MATX) - 0.81% | FLEX LTD (FLEX) - 4.81% |
| #6 | AMES NATIONAL CORP (ATLO) - 0.77% | APPLE INC (AAPL) - 4.59% |
| #7 | LIQUIDIA CORP ORDINARY SHARES (LQDA) - 0.74% | ALPHABET INC CLASS A (GOOGL) - 3.77% |
| #8 | TRUSTCO BANK CORP N Y (TRST) - 0.71% | APPLOVIN CORP ORDINARY SHARES CLASS A (APP) - 3.76% |
| #9 | KULICKE & SOFFA INDUSTRIES INC (KLIC) - 0.71% | AMAZON.COM INC (AMZN) - 3.71% |
| #10 | RIGEL PHARMACEUTICALS INC (RIGL) - 0.68% | META PLATFORMS INC CLASS A (META) - 3.54% |
| #11 | NLIGHT INC (LASR) - 0.66% | MASTERCARD INC CLASS A (MA) - 3.36% |
| #12 | CARPENTER TECHNOLOGY CORP (CRS) - 0.66% | FASTENAL CO (FAST) - 2.74% |
| #13 | ETON PHARMACEUTICALS INC (ETON) - 0.65% | NETFLIX INC (NFLX) - 2.66% |
| #14 | n/a (SPHR) - 0.64% | ALPHABET INC CLASS C (GOOG) - 2.62% |
| #15 | APPLE HOSPITALITY REIT INC (APLE) - 0.64% | ARISTA NETWORKS INC (ANET) - 2.33% |
| #16 | GARRETT MOTION INC ORDINARY SHARES NEW (GTX) - 0.62% | UNITED RENTALS INC (URI) - 2.31% |
| #17 | INTERFACE INC (TILE) - 0.62% | DICK'S SPORTING GOODS INC (DKS) - 2.27% |
| #18 | CATHAY GENERAL BANCORP (CATY) - 0.61% | STERLING INFRASTRUCTURE INC (STRL) - 2.07% |
| #19 | MERCURY GENERAL CORP (MCY) - 0.61% | WILLIAMS-SONOMA INC (WSM) - 1.96% |
| #20 | KRYSTAL BIOTECH INC (KRYS) - 0.60% | CINTAS CORP (CTAS) - 1.71% |
| #21 | KENNAMETAL INC (KMT) - 0.47% | FIDELITY INV MM GOVERNMENT I (FIGXX) - 1.66% |
| #22 | IES HOLDINGS INC (IESC) - 0.46% | OLD DOMINION FREIGHT LINE INC ORDINARY SHARES (ODFL) - 1.62% |
| #23 | ZIFF DAVIS INC (ZD) - 0.46% | BURLINGTON STORES INC (BURL) - 1.54% |
| #24 | n/a (AMAL) - 0.45% | LINCOLN ELECTRIC HOLDINGS INC (LECO) - 1.26% |
| #25 | CONSTELLIUM SE CLASS A (n/a) - 0.45% | METTLER-TOLEDO INTERNATIONAL INC (MTD) - 1.24% |
| Total Holdings | 295 | 57 |
AFSM vs LCLG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
AFSM
-0.06%
LCLG
-3.10%
3M
Winner
AFSM
+8.46%
LCLG
+4.50%
6M
Winner
AFSM
+15.05%
LCLG
+10.11%
1Y
Winner
AFSM
+32.13%
LCLG
+22.91%
5Y(CAGR)
AFSM
+9.98%
LCLG
N/A
Max(CAGR)
AFSM
+11.68%
Winner
LCLG
+21.72%
AFSM vs LCLG - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | AFSM | LCLG |
|---|---|---|
| 2026 | +20.75% | +12.22% |
| 2025 | +9.99% | +18.14% |
| 2024 | +10.93% | +34.33% |
| 2023 | +22.85% | +35.31% |
| 2022 | -17.86% | -8.62% |
| 2021 | +27.36% | N/A |
| 2020 | +8.73% | N/A |
| 2019 | +2.63% | N/A |
AFSM vs LCLG Drawdown Comparison
The maximum drawdown for AFSM was -43.54%, occurring on Mar 23, 2020. Recovery took 224 trading sessions.
The maximum drawdown for LCLG was -25.79%, occurring on Apr 8, 2025. Recovery took 98 trading sessions.
The current AFSM drawdown is -3.45%. The current LCLG drawdown is -6.80%.
| Rank | AFSM | LCLG |
|---|---|---|
| #1 | -43.54% Jan 16, 2020 - Dec 4, 2020 | -25.79% Feb 14, 2025 - Jul 9, 2025 |
| #2 | -28.27% Nov 16, 2021 - Feb 15, 2024 | -20.03% Aug 16, 2022 - Feb 2, 2023 |
| #3 | -25.07% Nov 11, 2024 - Sep 11, 2025 | -13.75% Jan 13, 2026 - Apr 15, 2026 |
| #4 | -9.56% Feb 26, 2026 - Apr 14, 2026 | -12.76% Jul 31, 2023 - Dec 1, 2023 |
| #5 | -9.26% Jul 31, 2024 - Oct 14, 2024 | -9.76% Feb 2, 2023 - Jun 8, 2023 |
| #6 | -8.21% Mar 15, 2021 - Apr 26, 2021 | -9.62% Jul 16, 2024 - Sep 19, 2024 |
| #7 | -8.17% Feb 12, 2021 - Mar 12, 2021 | -8.52% Mar 21, 2024 - Jun 13, 2024 |
| #8 | -8.05% Sep 18, 2025 - Dec 10, 2025 | -8.14% Oct 29, 2025 - Dec 10, 2025 |
| #9 | -7.71% Jul 1, 2021 - Aug 27, 2021 | -6.80% Jun 30, 2026 - Jul 24, 2026 |
| #10 | -7.54% Mar 28, 2024 - May 15, 2024 | -5.73% Dec 16, 2024 - Jan 22, 2025 |
| #11 | -6.30% Apr 27, 2021 - Jun 1, 2021 | -5.69% Jun 3, 2026 - Jun 22, 2026 |
| #12 | -5.51% May 15, 2024 - Jul 15, 2024 | -4.94% Dec 11, 2025 - Jan 9, 2026 |
| #13 | -4.91% Sep 2, 2021 - Oct 20, 2021 | -4.80% Dec 27, 2023 - Jan 22, 2024 |
| #14 | -4.84% Jun 8, 2021 - Jul 1, 2021 | -4.37% Oct 2, 2025 - Oct 24, 2025 |
| #15 | -4.45% Jan 22, 2021 - Feb 4, 2021 | -4.02% May 14, 2026 - May 26, 2026 |
Correlation
Correlation between AFSM and LCLG is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2019 - 2026)
AFSM vs LCLG dividend yield comparison.
| Year | AFSM | LCLG |
|---|---|---|
| 2026 | 0.30% | 0.00% |
| 2025 | 0.58% | 0.00% |
| 2024 | 0.58% | 0.06% |
| 2023 | 0.92% | 0.97% |
| 2022 | 1.28% | 2.03% |
| 2021 | 0.35% | 0.00% |
| 2020 | 0.53% | 0.00% |
| 2019 | 0.32% | 0.00% |
Select Stocks to Compare
Popular: AFSM vs SPYLCLG vs SPY
More Comparisons
Compare with similar stocks