AFSM vs YSEP

Comparison between FIRST TRUST ACTIVE FACTOR SMALL CAP ETF (AFSM, ETF) and FT VEST INTERNATIONAL EQUITY MODERATE BUFFER ETF - SEPTEMBER (YSEP, ETF).

5-Year PerformanceAFSM has outperformed YSEP, delivering a return of +9.9% compared to +7.4%

AFSM vs YSEP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AFSM(ETF)	YSEP(ETF)
Net Assets	$120M	$120M
Expense Ratio	0.75%	0.90%
Max Drawdown	43.54%	22.58%
Sharpe Ratio	1.18	1.11
5Y Beta	1.01	0.38
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

YSEP

$120M

Expense Ratio

Winner

AFSM

0.75%

YSEP

0.90%

Max Drawdown

AFSM

43.54%

Winner

YSEP

22.58%

Sharpe Ratio

Winner

AFSM

1.18

YSEP

1.11

5Y Beta

AFSM

1.01

Winner

YSEP

0.38

P/E Ratio

AFSM

18.33

YSEP

N/A

Forward P/E

AFSM

13.07

YSEP

N/A

5Y Dividends CAGR

AFSM

17.16%

YSEP

N/A

5Y EPS CAGR

AFSM

17.89%

YSEP

N/A

Debt to Equity

AFSM

-30.45%

YSEP

N/A

P/S Ratio

AFSM

1.21

YSEP

N/A

P/B Ratio

AFSM

2.23

YSEP

N/A

AFSM vs YSEP - Historical Returns

Returns include dividend reinvestment.

Period	AFSM	YSEP
1 month	+2.22%	+2.66%
3 months	+5.43%	+3.73%
6 months	+16.16%	+4.65%
1 year	+27.19%	+13.53%
5 years(CAGR)	+9.91%	+7.35%
Max(CAGR)	+11.89%	+7.35%

AFSM

+2.22%

Winner

YSEP

+2.66%

Winner

AFSM

+5.43%

YSEP

+3.73%

Winner

AFSM

+16.16%

YSEP

+4.65%

Winner

AFSM

+27.19%

YSEP

+13.53%

5Y(CAGR)

Winner

AFSM

+9.91%

YSEP

+7.35%

Max(CAGR)

Winner

AFSM

+11.89%

YSEP

+7.35%

AFSM vs YSEP - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

Year	AFSM	YSEP
2026	+23.43%	+8.53%
2025	+9.99%	+19.88%
2024	+10.93%	+5.72%
2023	+22.85%	+14.92%
2022	-17.86%	-10.00%
2021	+27.36%	-0.50%
2020	+8.73%	N/A
2019	+2.63%	N/A

AFSM vs YSEP Drawdown Comparison

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

The maximum drawdown for YSEP was -22.58%, occurring on Sep 27, 2022. Recovery took 430 trading sessions.

The current AFSM drawdown is -2.38%.

Rank	AFSM	YSEP
#1	-43.54% Jan 16, 2020 - Dec 4, 2020	-22.58% Nov 5, 2021 - Jul 26, 2023
#2	-28.27% Nov 16, 2021 - Feb 15, 2024	-8.75% Jul 28, 2023 - Dec 14, 2023
#3	-25.07% Nov 11, 2024 - Sep 11, 2025	-7.36% Mar 18, 2025 - Apr 28, 2025
#4	-9.56% Feb 26, 2026 - Apr 14, 2026	-6.59% Jul 12, 2024 - Aug 21, 2024
#5	-9.26% Jul 31, 2024 - Oct 14, 2024	-5.54% Sep 26, 2024 - Mar 5, 2025
#6	-8.21% Mar 15, 2021 - Apr 26, 2021	-5.43% Feb 26, 2026 - Apr 17, 2026
#7	-8.17% Feb 12, 2021 - Mar 12, 2021	-3.88% Aug 30, 2024 - Sep 26, 2024
#8	-8.05% Sep 18, 2025 - Dec 10, 2025	-3.83% Mar 27, 2024 - May 9, 2024
#9	-7.71% Jul 1, 2021 - Aug 27, 2021	-3.16% Jul 23, 2025 - Aug 12, 2025
#10	-7.54% Mar 28, 2024 - May 15, 2024	-3.06% Jun 6, 2024 - Jul 11, 2024
#11	-6.30% Apr 27, 2021 - Jun 1, 2021	-2.98% Nov 12, 2025 - Dec 10, 2025
#12	-5.51% May 15, 2024 - Jul 15, 2024	-2.92% Sep 23, 2021 - Nov 1, 2021
#13	-4.91% Sep 2, 2021 - Oct 20, 2021	-2.65% Dec 29, 2023 - Feb 1, 2024
#14	-4.84% Jun 8, 2021 - Jul 1, 2021	-1.98% May 15, 2024 - Jun 5, 2024
#15	-4.45% Jan 22, 2021 - Feb 4, 2021	-1.86% Mar 7, 2025 - Mar 17, 2025