PTBD vs AFSM

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

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

PTBD vs AFSM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

PTBD

$94M

AFSM

$94M

Expense Ratio

Winner

PTBD

0.60%

AFSM

0.75%

Max Drawdown

Winner

PTBD

32.82%

AFSM

43.54%

Sharpe Ratio

PTBD

-0.14

Winner

AFSM

1.29

5Y Beta

Winner

PTBD

0.08

AFSM

1.03

P/E Ratio

PTBD

N/A

AFSM

22.53

Forward P/E

PTBD

N/A

AFSM

13.66

5Y Dividends CAGR

PTBD

9.18%

Winner

AFSM

14.72%

5Y EPS CAGR

PTBD

N/A

AFSM

14.18%

Debt to Equity

PTBD

N/A

AFSM

58.32%

P/S Ratio

PTBD

N/A

AFSM

1.36

P/B Ratio

PTBD

N/A

AFSM

2.28

PTBD vs AFSM - Historical Returns

Returns include dividend reinvestment.

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

Winner

PTBD

+0.05%

AFSM

-0.16%

PTBD

+0.64%

Winner

AFSM

+10.66%

PTBD

+0.76%

Winner

AFSM

+13.57%

PTBD

+3.32%

Winner

AFSM

+28.91%

5Y(CAGR)

PTBD

-1.63%

Winner

AFSM

+8.21%

Max(CAGR)

PTBD

+0.79%

Winner

AFSM

+10.91%

PTBD vs AFSM - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

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

PTBD vs AFSM Drawdown Comparison

The maximum drawdown for PTBD was -26.01%, occurring on Sep 27, 2022. 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 PTBD drawdown is -9.31%. The current AFSM drawdown is -2.87%.

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