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ADME vs. FMF
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

ADME vs. FMF - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Aptus Drawdown Managed Equity ETF (ADME) and First Trust Managed Futures Strategy Fund (FMF). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, ADME achieves a 9.81% return, which is significantly lower than FMF's 10.96% return.


ADME

1D
-0.72%
1M
4.45%
YTD
9.81%
6M
8.93%
1Y
20.89%
3Y*
17.40%
5Y*
8.23%
10Y*

FMF

1D
0.33%
1M
1.08%
YTD
10.96%
6M
11.47%
1Y
22.22%
3Y*
6.78%
5Y*
4.62%
10Y*
3.17%
*Multi-year figures are annualized to reflect compound growth (CAGR)

ADME vs. FMF - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
ADME
Aptus Drawdown Managed Equity ETF
9.81%10.28%22.11%15.42%-21.80%20.24%18.21%9.31%-6.05%17.58%
FMF
First Trust Managed Futures Strategy Fund
10.96%4.54%8.17%-0.18%5.24%3.57%5.69%-5.16%-2.64%1.70%

Correlation

The correlation between ADME and FMF is 0.24, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.24

Correlation (3Y)
Calculated over the trailing 3-year period

0.18

Correlation (5Y)
Calculated over the trailing 5-year period

0.07

Correlation (All Time)
Calculated using the full available price history since Jun 10, 2016

0.14

The correlation between ADME and FMF shifts across timeframes, from 0.07 (5 years) to 0.24 (1 year), reflecting how their relationship changes across market environments.

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Return for Risk

ADME vs. FMF — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ADME
ADME Risk / Return Rank: 6262
Overall Rank
ADME Sharpe Ratio Rank: 6262
Sharpe Ratio Rank
ADME Sortino Ratio Rank: 6464
Sortino Ratio Rank
ADME Omega Ratio Rank: 6060
Omega Ratio Rank
ADME Calmar Ratio Rank: 5656
Calmar Ratio Rank
ADME Martin Ratio Rank: 6666
Martin Ratio Rank

FMF
FMF Risk / Return Rank: 7878
Overall Rank
FMF Sharpe Ratio Rank: 7070
Sharpe Ratio Rank
FMF Sortino Ratio Rank: 7272
Sortino Ratio Rank
FMF Omega Ratio Rank: 6868
Omega Ratio Rank
FMF Calmar Ratio Rank: 9393
Calmar Ratio Rank
FMF Martin Ratio Rank: 8686
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ADME vs. FMF - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Aptus Drawdown Managed Equity ETF (ADME) and First Trust Managed Futures Strategy Fund (FMF). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


ADMEFMFDifference
Sharpe ratioReturn per unit of total volatility

-0.20

Sortino ratioReturn per unit of downside risk

-0.30

Omega ratioGain probability vs. loss probability

1.37

1.42

-0.04

Calmar ratioReturn relative to maximum drawdown

2.80

6.52

-3.72

Martin ratioReturn relative to average drawdown

12.23

18.49

-6.26

ADME vs. FMF - Sharpe Ratio Comparison

The current ADME Sharpe Ratio is 2.11, which is comparable to the FMF Sharpe Ratio of 2.31. The chart below compares the historical Sharpe Ratios of ADME and FMF, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


ADMEFMFDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.11

2.31

-0.20

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.64

0.43

+0.21

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.27

Sharpe Ratio (All Time)

Calculated using the full available price history

0.63

0.17

+0.46

Drawdowns

ADME vs. FMF - Drawdown Comparison

The maximum ADME drawdown since its inception was -27.49%, which is greater than FMF's maximum drawdown of -22.21%. Use the drawdown chart below to compare losses from any high point for ADME and FMF.


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Drawdown Indicators


ADMEFMFDifference

Max Drawdown

Largest peak-to-trough decline

-27.49%

-22.21%

-5.28%

Max Drawdown (1Y)

Largest decline over 1 year

-7.49%

-3.42%

-4.07%

Max Drawdown (3Y)

Largest decline over 3 years

-15.67%

-7.25%

-8.42%

Max Drawdown (5Y)

Largest decline over 5 years

-23.43%

-14.98%

-8.45%

Max Drawdown (10Y)

Largest decline over 10 years

-16.89%

Current Drawdown

Current decline from peak

-0.72%

-0.07%

-0.65%

Average Drawdown

Average peak-to-trough decline

-7.92%

-9.86%

+1.94%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.71%

1.20%

+0.51%

Volatility

ADME vs. FMF - Volatility Comparison

Aptus Drawdown Managed Equity ETF (ADME) has a higher volatility of 2.99% compared to First Trust Managed Futures Strategy Fund (FMF) at 1.89%. This indicates that ADME's price experiences larger fluctuations and is considered to be riskier than FMF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ADMEFMFDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.99%

1.89%

+1.10%

Volatility (6M)

Calculated over the trailing 6-month period

7.69%

7.11%

+0.58%

Volatility (1Y)

Calculated over the trailing 1-year period

9.95%

9.66%

+0.29%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

12.87%

10.74%

+2.13%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.40%

11.72%

+2.68%

ADME vs. FMF - Expense Ratio Comparison

ADME has a 0.79% expense ratio, which is lower than FMF's 0.95% expense ratio.


Dividends

ADME vs. FMF - Dividend Comparison

ADME's dividend yield for the trailing twelve months is around 0.37%, less than FMF's 4.96% yield.


PositionTTM2025202420232022202120202019201820172016
ADME
Aptus Drawdown Managed Equity ETF
0.37%0.38%0.47%0.78%0.73%0.26%0.41%0.70%0.86%0.32%0.69%
FMF
First Trust Managed Futures Strategy Fund
4.96%5.60%4.85%3.09%0.41%3.29%0.02%1.05%1.56%0.82%0.00%

Frequently Asked Questions


ADME and FMF have a correlation of 0.24, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

ADME has higher volatility (2.99%) compared to FMF (1.89%). In terms of maximum drawdown, ADME dropped -27.49% vs FMF's -22.21%.

On 5-year performance, ADME leads with 8.23% vs 4.62% for FMF. On fees, ADME is cheaper at 0.79% per year. On volatility, FMF has been the lower-risk option at 1.89%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, ADME has performed better with a 8.23% return vs 4.62%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

ADME is cheaper with a 0.79% expense ratio, compared with 0.95% for FMF.

FMF has the higher dividend yield at 4.96%, compared with 0.37% for ADME.

They also come from different issuers: Aptus Capital Advisors and First Trust. Their fees differ too: 0.79% for ADME and 0.95% for FMF.

FMF currently has the higher Sharpe Ratio (2.31 vs 2.11), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

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