LVIG vs AFSM

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

LVIG vs AFSM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

Winner

LVIG

$120M

AFSM

$120M

Expense Ratio

Winner

LVIG

0.34%

AFSM

0.75%

Max Drawdown

Winner

LVIG

2.59%

AFSM

43.54%

Sharpe Ratio

LVIG

-1.35

Winner

AFSM

1.18

5Y Beta

Winner

LVIG

0.19

AFSM

1.01

P/E Ratio

LVIG

N/A

AFSM

18.33

Forward P/E

LVIG

N/A

AFSM

13.07

5Y Dividends CAGR

LVIG

N/A

AFSM

17.16%

5Y EPS CAGR

LVIG

N/A

AFSM

17.89%

Debt to Equity

LVIG

N/A

AFSM

-30.45%

P/S Ratio

LVIG

N/A

AFSM

1.21

P/B Ratio

LVIG

N/A

AFSM

2.23

LVIG vs AFSM - Historical Returns

Returns include dividend reinvestment.

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

LVIG

+1.03%

Winner

AFSM

+2.22%

LVIG

+0.32%

Winner

AFSM

+5.43%

LVIG

-1.05%

Winner

AFSM

+16.16%

LVIG

N/A

AFSM

+27.19%

5Y(CAGR)

LVIG

N/A

AFSM

+9.91%

Max(CAGR)

LVIG

-2.27%

Winner

AFSM

+11.89%

LVIG vs AFSM - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

Year	LVIG	AFSM
2026	-1.05%	+23.43%
2025	N/A	+9.99%
2024	N/A	+10.93%
2023	N/A	+22.85%
2022	N/A	-17.86%
2021	N/A	+27.36%
2020	N/A	+8.73%
2019	N/A	+2.63%

LVIG vs AFSM Drawdown Comparison

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

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

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

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

Correlation

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

-0.33

-101