AFSM vs LVIG

Comparison between FIRST TRUST ACTIVE FACTOR SMALL CAP ETF (AFSM, ETF) and Longview Advantage Fixed Income ETF (LVIG, ETF).

AFSM vs LVIG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AFSM(ETF)	LVIG(ETF)
Net Assets	$120M	$120M
Expense Ratio	0.75%	0.34%
Max Drawdown	43.54%	2.59%
Sharpe Ratio	1.18	-1.35
5Y Beta	1.01	0.19
P/E Ratio	18.33	N/A
Forward P/E	13.07	N/A
5Y Dividends CAGR	17.16%	N/A
5Y EPS CAGR	17.89%	N/A
Debt to Equity	-30.45%	N/A
P/S Ratio	1.21	N/A
P/B Ratio	2.23	N/A

Net Assets

AFSM

$120M

Winner

LVIG

$120M

Expense Ratio

AFSM

0.75%

Winner

LVIG

0.34%

Max Drawdown

AFSM

43.54%

Winner

LVIG

2.59%

Sharpe Ratio

Winner

AFSM

1.18

LVIG

-1.35

5Y Beta

AFSM

1.01

Winner

LVIG

0.19

P/E Ratio

AFSM

18.33

LVIG

N/A

Forward P/E

AFSM

13.07

LVIG

N/A

5Y Dividends CAGR

AFSM

17.16%

LVIG

N/A

5Y EPS CAGR

AFSM

17.89%

LVIG

N/A

Debt to Equity

AFSM

-30.45%

LVIG

N/A

P/S Ratio

AFSM

1.21

LVIG

N/A

P/B Ratio

AFSM

2.23

LVIG

N/A

AFSM vs LVIG - Historical Returns

Returns include dividend reinvestment.

Period	AFSM	LVIG
1 month	+2.22%	+1.03%
3 months	+5.43%	+0.32%
6 months	+16.16%	-1.05%
1 year	+27.19%	N/A
5 years(CAGR)	+9.91%	N/A
Max(CAGR)	+11.89%	-2.27%

Winner

AFSM

+2.22%

LVIG

+1.03%

Winner

AFSM

+5.43%

LVIG

+0.32%

Winner

AFSM

+16.16%

LVIG

-1.05%

AFSM

+27.19%

LVIG

N/A

5Y(CAGR)

AFSM

+9.91%

LVIG

N/A

Max(CAGR)

Winner

AFSM

+11.89%

LVIG

-2.27%

AFSM vs LVIG - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

Year	AFSM	LVIG
2026	+23.43%	-1.05%
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%	N/A

AFSM vs LVIG Drawdown Comparison

The maximum drawdown for AFSM was -43.54%, occurring on Mar 23, 2020. Recovery took 224 trading sessions.

The maximum drawdown for LVIG was -2.59%, occurring on May 19, 2026. This drawdown has not yet recovered.

The current AFSM drawdown is -2.38%. The current LVIG drawdown is -1.15%.

Rank	AFSM	LVIG
#1	-43.54% Jan 16, 2020 - Dec 4, 2020	-2.59% Apr 17, 2026 - May 19, 2026
#2	-28.27% Nov 16, 2021 - Feb 15, 2024	-1.86% Mar 10, 2026 - Apr 17, 2026
#3	-25.07% Nov 11, 2024 - Sep 11, 2025	N/A
#4	-9.56% Feb 26, 2026 - Apr 14, 2026	N/A
#5	-9.26% Jul 31, 2024 - Oct 14, 2024	N/A
#6	-8.21% Mar 15, 2021 - Apr 26, 2021	N/A
#7	-8.17% Feb 12, 2021 - Mar 12, 2021	N/A
#8	-8.05% Sep 18, 2025 - Dec 10, 2025	N/A
#9	-7.71% Jul 1, 2021 - Aug 27, 2021	N/A
#10	-7.54% Mar 28, 2024 - May 15, 2024	N/A
#11	-6.30% Apr 27, 2021 - Jun 1, 2021	N/A
#12	-5.51% May 15, 2024 - Jul 15, 2024	N/A
#13	-4.91% Sep 2, 2021 - Oct 20, 2021	N/A
#14	-4.84% Jun 8, 2021 - Jul 1, 2021	N/A
#15	-4.45% Jan 22, 2021 - Feb 4, 2021	N/A

Correlation

Correlation between AFSM and LVIG is -0.33 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.33

-101