AFSM vs PTBD

Comparison between FIRST TRUST ACTIVE FACTOR SMALL CAP ETF (AFSM, ETF) and PACER TRENDPILOT US BOND ETF (PTBD, ETF).

5-Year PerformanceAFSM has outperformed PTBD, delivering a return of +8.2% compared to -1.6%

AFSM vs PTBD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AFSM(ETF)	PTBD(ETF)
Net Assets	$94M	$94M
Expense Ratio	0.75%	0.60%
Max Drawdown	43.54%	32.82%
Sharpe Ratio	1.29	-0.14
5Y Beta	1.03	0.08
P/E Ratio	22.53	N/A
Forward P/E	13.66	N/A
5Y Dividends CAGR	14.72%	9.18%
5Y EPS CAGR	14.18%	N/A
Debt to Equity	58.32%	N/A
P/S Ratio	1.36	N/A
P/B Ratio	2.28	N/A

Net Assets

AFSM

$94M

PTBD

$94M

Expense Ratio

AFSM

0.75%

Winner

PTBD

0.60%

Max Drawdown

AFSM

43.54%

Winner

PTBD

32.82%

Sharpe Ratio

Winner

AFSM

1.29

PTBD

-0.14

5Y Beta

AFSM

1.03

Winner

PTBD

0.08

P/E Ratio

AFSM

22.53

PTBD

N/A

Forward P/E

AFSM

13.66

PTBD

N/A

5Y Dividends CAGR

Winner

AFSM

14.72%

PTBD

9.18%

5Y EPS CAGR

AFSM

14.18%

PTBD

N/A

Debt to Equity

AFSM

58.32%

PTBD

N/A

P/S Ratio

AFSM

1.36

PTBD

N/A

P/B Ratio

AFSM

2.28

PTBD

N/A

AFSM vs PTBD - Historical Returns

Returns include dividend reinvestment.

Period	AFSM	PTBD
1 month	-0.16%	+0.05%
3 months	+10.66%	+0.64%
6 months	+13.57%	+0.76%
1 year	+28.91%	+3.32%
5 years(CAGR)	+8.21%	-1.63%
Max(CAGR)	+10.91%	+0.79%

AFSM

-0.16%

Winner

PTBD

+0.05%

Winner

AFSM

+10.66%

PTBD

+0.64%

Winner

AFSM

+13.57%

PTBD

+0.76%

Winner

AFSM

+28.91%

PTBD

+3.32%

5Y(CAGR)

Winner

AFSM

+8.21%

PTBD

-1.63%

Max(CAGR)

Winner

AFSM

+10.91%

PTBD

+0.79%

AFSM vs PTBD - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

Year	AFSM	PTBD
2026	+13.71%	+0.52%
2025	+9.99%	+2.23%
2024	+10.93%	+4.62%
2023	+22.85%	+8.52%
2022	-17.86%	-20.74%
2021	+27.36%	+0.76%
2020	+8.73%	+10.05%
2019	+2.63%	+2.49%

AFSM vs PTBD Drawdown Comparison

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

The maximum drawdown for PTBD was -26.01%, occurring on Sep 27, 2022. This drawdown has not yet recovered.

The current AFSM drawdown is -2.87%. The current PTBD drawdown is -9.31%.

Rank	AFSM	PTBD
#1	-43.54% Jan 16, 2020 - Dec 4, 2020	-26.01% Aug 3, 2021 - Sep 27, 2022
#2	-28.27% Nov 16, 2021 - Feb 15, 2024	-6.48% Mar 16, 2020 - Jul 22, 2020
#3	-25.07% Nov 11, 2024 - Sep 11, 2025	-4.65% Mar 9, 2020 - Mar 16, 2020
#4	-9.56% Feb 26, 2026 - Apr 14, 2026	-2.67% Feb 8, 2021 - Jun 2, 2021
#5	-9.26% Jul 31, 2024 - Oct 14, 2024	-2.66% Feb 20, 2020 - Mar 9, 2020
#6	-8.21% Mar 15, 2021 - Apr 26, 2021	-2.56% Sep 2, 2020 - Oct 9, 2020
#7	-8.17% Feb 12, 2021 - Mar 12, 2021	-2.02% Oct 12, 2020 - Nov 5, 2020
#8	-8.05% Sep 18, 2025 - Dec 10, 2025	-1.65% Nov 9, 2020 - Dec 1, 2020
#9	-7.71% Jul 1, 2021 - Aug 27, 2021	-1.51% Jan 23, 2020 - Feb 5, 2020
#10	-7.54% Mar 28, 2024 - May 15, 2024	-1.01% Jul 6, 2021 - Aug 3, 2021
#11	-6.30% Apr 27, 2021 - Jun 1, 2021	-0.73% Dec 31, 2020 - Jan 14, 2021
#12	-5.51% May 15, 2024 - Jul 15, 2024	-0.71% Aug 14, 2020 - Aug 26, 2020
#13	-4.91% Sep 2, 2021 - Oct 20, 2021	-0.71% Jan 20, 2021 - Feb 2, 2021
#14	-4.84% Jun 8, 2021 - Jul 1, 2021	-0.60% Aug 11, 2020 - Aug 14, 2020
#15	-4.45% Jan 22, 2021 - Feb 4, 2021	-0.56% Oct 25, 2019 - Nov 1, 2019