BLTD vs AFMC

Comparison between BLUEMONTE LONG TERM BOND ETF (BLTD, ETF) and FIRST TRUST ACTIVE FACTOR MID CAP ETF (AFMC, ETF).

BLTD vs AFMC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BLTD(ETF)	AFMC(ETF)
Net Assets	$153M	$153M
Expense Ratio	0.23%	0.68%
Max Drawdown	6.88%	42.14%
Sharpe Ratio	0.07	1.41
5Y Beta	0.18	0.91
P/E Ratio	N/A	20.77
Forward P/E	N/A	14.73
5Y Dividends CAGR	N/A	11.51%
5Y EPS CAGR	N/A	18.57%
Debt to Equity	N/A	15.07%
P/S Ratio	N/A	1.25
P/B Ratio	N/A	2.60

Net Assets

BLTD

$153M

AFMC

$153M

Expense Ratio

Winner

BLTD

0.23%

AFMC

0.68%

Max Drawdown

Winner

BLTD

6.88%

AFMC

42.14%

Sharpe Ratio

BLTD

0.07

Winner

AFMC

1.41

5Y Beta

Winner

BLTD

0.18

AFMC

0.91

P/E Ratio

BLTD

N/A

AFMC

20.77

Forward P/E

BLTD

N/A

AFMC

14.73

5Y Dividends CAGR

BLTD

N/A

AFMC

11.51%

5Y EPS CAGR

BLTD

N/A

AFMC

18.57%

Debt to Equity

BLTD

N/A

AFMC

15.07%

P/S Ratio

BLTD

N/A

AFMC

1.25

P/B Ratio

BLTD

N/A

AFMC

2.60

BLTD vs AFMC - Historical Returns

Returns include dividend reinvestment.

Period	BLTD	AFMC
1 month	-0.01%	+1.54%
3 months	-1.72%	+8.24%
6 months	-0.49%	+14.73%
1 year	+3.74%	+26.92%
5 years(CAGR)	N/A	+10.13%
Max(CAGR)	+3.94%	+12.15%

BLTD

-0.01%

Winner

AFMC

+1.54%

BLTD

-1.72%

Winner

AFMC

+8.24%

BLTD

-0.49%

Winner

AFMC

+14.73%

BLTD

+3.74%

Winner

AFMC

+26.92%

5Y(CAGR)

BLTD

N/A

AFMC

+10.13%

Max(CAGR)

BLTD

+3.94%

Winner

AFMC

+12.15%

BLTD vs AFMC - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

Year	BLTD	AFMC
2026	-0.06%	+13.22%
2025	+3.91%	+10.17%
2024	N/A	+19.44%
2023	N/A	+21.77%
2022	N/A	-15.39%
2021	N/A	+27.68%
2020	N/A	+6.00%
2019	N/A	+2.57%

BLTD vs AFMC Drawdown Comparison

The maximum drawdown for BLTD was -4.80%, occurring on May 19, 2026. This drawdown has not yet recovered.

The maximum drawdown for AFMC was -42.14%, occurring on Mar 23, 2020. Recovery took 201 trading sessions.

The current BLTD drawdown is -2.90%. The current AFMC drawdown is -1.84%.

Rank	BLTD	AFMC
#1	-4.80% Feb 27, 2026 - May 19, 2026	-42.14% Feb 20, 2020 - Dec 4, 2020
#2	-2.83% Oct 28, 2025 - Feb 26, 2026	-25.41% Nov 16, 2021 - Dec 14, 2023
#3	-2.25% Jul 1, 2025 - Aug 1, 2025	-21.99% Nov 25, 2024 - Sep 11, 2025
#4	-1.23% Sep 11, 2025 - Oct 13, 2025	-8.20% Feb 20, 2026 - Apr 13, 2026
#5	-1.19% Aug 5, 2025 - Sep 4, 2025	-7.78% Mar 28, 2024 - May 15, 2024
#6	-0.35% Oct 22, 2025 - Oct 28, 2025	-7.38% Jul 31, 2024 - Aug 23, 2024
#7	-0.33% Jun 26, 2025 - Jun 30, 2025	-6.65% Jun 8, 2021 - Aug 11, 2021
#8	-0.31% Sep 8, 2025 - Sep 10, 2025	-6.39% Mar 15, 2021 - Apr 12, 2021
#9	-0.17% Jun 24, 2025 - Jun 26, 2025	-6.18% Sep 18, 2025 - Dec 4, 2025
#10	-0.11% Oct 16, 2025 - Oct 20, 2025	-5.28% Aug 30, 2024 - Sep 19, 2024
#11	-0.08% Oct 14, 2025 - Oct 16, 2025	-5.20% May 15, 2024 - Jul 16, 2024
#12	N/A	-5.15% Sep 2, 2021 - Nov 1, 2021
#13	N/A	-5.13% May 7, 2021 - Jun 8, 2021
#14	N/A	-5.12% Feb 24, 2021 - Mar 10, 2021
#15	N/A	-4.42% Jan 22, 2021 - Feb 5, 2021