LDSF vs AFMC

Comparison between FIRST TRUST LOW DURATION STRATEGIC FOCUS ETF (LDSF, ETF) and FIRST TRUST ACTIVE FACTOR MID CAP ETF (AFMC, ETF).

5-Year PerformanceAFMC has outperformed LDSF, delivering a return of +10.9% compared to +2.4%

LDSF vs AFMC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LDSF(ETF)	AFMC(ETF)
Net Assets	$162M	$162M
Expense Ratio	0.77%	0.68%
Max Drawdown	12.38%	42.14%
Sharpe Ratio	0.52	1.59
5Y Beta	0.06	0.92
P/E Ratio	N/A	21.12
Forward P/E	N/A	14.44
5Y Dividends CAGR	11.57%	11.51%
5Y EPS CAGR	N/A	18.32%
Debt to Equity	N/A	21.31%
P/S Ratio	N/A	1.28
P/B Ratio	N/A	2.64

Net Assets

Winner

LDSF

$162M

AFMC

$162M

Expense Ratio

LDSF

0.77%

Winner

AFMC

0.68%

Max Drawdown

Winner

LDSF

12.38%

AFMC

42.14%

Sharpe Ratio

LDSF

0.52

Winner

AFMC

1.59

5Y Beta

Winner

LDSF

0.06

AFMC

0.92

P/E Ratio

LDSF

N/A

AFMC

21.12

Forward P/E

LDSF

N/A

AFMC

14.44

5Y Dividends CAGR

Winner

LDSF

11.57%

AFMC

11.51%

5Y EPS CAGR

LDSF

N/A

AFMC

18.32%

Debt to Equity

LDSF

N/A

AFMC

21.31%

P/S Ratio

LDSF

N/A

AFMC

1.28

P/B Ratio

LDSF

N/A

AFMC

2.64

LDSF vs AFMC - Historical Returns

Returns include dividend reinvestment.

Period	LDSF	AFMC
1 month	+0.71%	+5.89%
3 months	+1.02%	+14.69%
6 months	+1.25%	+16.52%
1 year	+5.01%	+30.51%
5 years(CAGR)	+2.41%	+10.88%
Max(CAGR)	+2.58%	+12.61%

LDSF

+0.71%

Winner

AFMC

+5.89%

LDSF

+1.02%

Winner

AFMC

+14.69%

LDSF

+1.25%

Winner

AFMC

+16.52%

LDSF

+5.01%

Winner

AFMC

+30.51%

5Y(CAGR)

LDSF

+2.41%

Winner

AFMC

+10.88%

Max(CAGR)

LDSF

+2.58%

Winner

AFMC

+12.61%

LDSF vs AFMC - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

Year	LDSF	AFMC
2026	+1.00%	+16.61%
2025	+6.76%	+10.17%
2024	+4.40%	+19.44%
2023	+6.47%	+21.77%
2022	-5.18%	-15.39%
2021	-0.23%	+27.68%
2020	+2.35%	+6.00%
2019	+4.52%	+2.57%

LDSF vs AFMC Drawdown Comparison

The maximum drawdown for LDSF was -8.56%, occurring on Mar 23, 2020. Recovery took 108 trading sessions.

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

The current LDSF drawdown is -0.03%. The current AFMC drawdown is -0.17%.

Rank	LDSF	AFMC
#1	-8.56% Mar 3, 2020 - Aug 5, 2020	-42.14% Feb 20, 2020 - Dec 4, 2020
#2	-7.87% Jan 15, 2021 - Dec 26, 2023	-25.41% Nov 16, 2021 - Dec 14, 2023
#3	-1.74% Feb 26, 2026 - Mar 27, 2026	-21.99% Nov 25, 2024 - Sep 11, 2025
#4	-1.46% Oct 1, 2024 - Feb 21, 2025	-8.20% Feb 20, 2026 - Apr 13, 2026
#5	-1.33% Mar 27, 2024 - May 15, 2024	-7.78% Mar 28, 2024 - May 15, 2024
#6	-1.30% Apr 1, 2025 - Apr 25, 2025	-7.38% Jul 31, 2024 - Aug 23, 2024
#7	-1.16% Feb 1, 2024 - Mar 27, 2024	-6.65% Jun 8, 2021 - Aug 11, 2021
#8	-0.72% May 15, 2024 - Jun 4, 2024	-6.39% Mar 15, 2021 - Apr 12, 2021
#9	-0.63% Sep 2, 2020 - Nov 6, 2020	-6.18% Sep 18, 2025 - Dec 4, 2025
#10	-0.58% Oct 4, 2019 - Nov 27, 2019	-5.28% Aug 30, 2024 - Sep 19, 2024
#11	-0.56% Jan 12, 2024 - Jan 29, 2024	-5.20% May 15, 2024 - Jul 16, 2024
#12	-0.53% Dec 27, 2023 - Jan 12, 2024	-5.15% Sep 2, 2021 - Nov 1, 2021
#13	-0.51% Aug 6, 2020 - Sep 2, 2020	-5.13% May 7, 2021 - Jun 8, 2021
#14	-0.48% Jun 18, 2024 - Jul 5, 2024	-5.12% Feb 24, 2021 - Mar 10, 2021
#15	-0.44% Oct 28, 2025 - Nov 24, 2025	-4.42% Jan 22, 2021 - Feb 5, 2021