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AFGR vs. KNG
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

AFGR vs. KNG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in First Trust Active Factor Large Cap Growth ETF (AFGR) and FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, AFGR achieves a 1.90% return, which is significantly lower than KNG's 5.70% return.


AFGR

1D
0.27%
1M
0.10%
YTD
1.90%
6M
1.80%
1Y
12.07%
3Y*
19.38%
5Y*
7.22%
10Y*

KNG

1D
0.56%
1M
4.50%
YTD
5.70%
6M
5.00%
1Y
10.67%
3Y*
7.51%
5Y*
5.15%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

AFGR vs. KNG - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
AFGR
First Trust Active Factor Large Cap Growth ETF
1.90%17.28%25.96%45.21%-39.18%13.23%21.39%
KNG
FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF
5.70%6.63%5.99%7.48%-7.03%24.78%14.24%

Correlation

The correlation between AFGR and KNG is 0.17, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.17

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

0.31

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

0.47

Correlation (All Time)
Calculated using the full available price history since Jul 22, 2020

0.45

Over the past year, the correlation between AFGR and KNG has dropped to 0.17 - well below their long-term average of 0.45, suggesting their price drivers have been diverging.

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Return for Risk

AFGR vs. KNG — Risk / Return Rank

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

AFGR
AFGR Risk / Return Rank: 1919
Overall Rank
AFGR Sharpe Ratio Rank: 2121
Sharpe Ratio Rank
AFGR Sortino Ratio Rank: 2020
Sortino Ratio Rank
AFGR Omega Ratio Rank: 2020
Omega Ratio Rank
AFGR Calmar Ratio Rank: 1717
Calmar Ratio Rank
AFGR Martin Ratio Rank: 1818
Martin Ratio Rank

KNG
KNG Risk / Return Rank: 3030
Overall Rank
KNG Sharpe Ratio Rank: 3232
Sharpe Ratio Rank
KNG Sortino Ratio Rank: 3434
Sortino Ratio Rank
KNG Omega Ratio Rank: 2929
Omega Ratio Rank
KNG Calmar Ratio Rank: 2929
Calmar Ratio Rank
KNG Martin Ratio Rank: 2626
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.

AFGR vs. KNG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for First Trust Active Factor Large Cap Growth ETF (AFGR) and FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


AFGRKNGDifference
Sharpe ratioReturn per unit of total volatility

-0.38

Sortino ratioReturn per unit of downside risk

-0.60

Omega ratioGain probability vs. loss probability

1.12

1.18

-0.05

Calmar ratioReturn relative to maximum drawdown

0.61

1.24

-0.64

Martin ratioReturn relative to average drawdown

1.74

3.17

-1.43

AFGR vs. KNG - Sharpe Ratio Comparison

The current AFGR Sharpe Ratio is 0.65, which is lower than the KNG Sharpe Ratio of 1.03. The chart below compares the historical Sharpe Ratios of AFGR and KNG, 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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Drawdowns

AFGR vs. KNG - Drawdown Comparison

The maximum AFGR drawdown since its inception was -45.97%, which is greater than KNG's maximum drawdown of -35.12%. Use the drawdown chart below to compare losses from any high point for AFGR and KNG.


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Drawdown Indicators


AFGRKNGDifference

Max Drawdown

Largest peak-to-trough decline

-45.97%

-35.12%

-10.85%

Max Drawdown (1Y)

Largest decline over 1 year

-19.89%

-8.61%

-11.28%

Max Drawdown (3Y)

Largest decline over 3 years

-26.57%

-14.24%

-12.33%

Max Drawdown (5Y)

Largest decline over 5 years

-45.97%

-18.20%

-27.77%

Current Drawdown

Current decline from peak

-4.84%

-2.66%

-2.18%

Average Drawdown

Average peak-to-trough decline

-14.30%

-4.13%

-10.17%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.94%

3.38%

+3.56%

Volatility

AFGR vs. KNG - Volatility Comparison

First Trust Active Factor Large Cap Growth ETF (AFGR) has a higher volatility of 5.45% compared to FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) at 2.80%. This indicates that AFGR's price experiences larger fluctuations and is considered to be riskier than KNG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


AFGRKNGDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.45%

2.80%

+2.65%

Volatility (6M)

Calculated over the trailing 6-month period

14.45%

7.52%

+6.93%

Volatility (1Y)

Calculated over the trailing 1-year period

18.53%

10.37%

+8.16%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

24.97%

13.62%

+11.35%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

24.52%

17.17%

+7.35%

AFGR vs. KNG - Expense Ratio Comparison

AFGR has a 0.65% expense ratio, which is lower than KNG's 0.75% expense ratio.


Dividends

AFGR vs. KNG - Dividend Comparison

AFGR has not paid dividends to shareholders, while KNG's dividend yield for the trailing twelve months is around 8.38%.


PositionTTM20252024202320222021202020192018
AFGR
First Trust Active Factor Large Cap Growth ETF
0.00%0.00%0.00%0.00%0.00%0.00%0.25%0.00%0.00%
KNG
FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF
8.38%8.61%9.08%5.91%4.00%3.45%3.62%4.09%3.46%

Frequently Asked Questions


AFGR and KNG have a correlation of 0.17, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

AFGR has higher volatility (5.45%) compared to KNG (2.80%). In terms of maximum drawdown, AFGR dropped -45.97% vs KNG's -35.12%.

On 5-year performance, AFGR leads with 7.22% vs 5.15% for KNG. On fees, AFGR is cheaper at 0.65% per year. On volatility, KNG has been the lower-risk option at 2.80%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, AFGR has performed better with a 7.22% return vs 5.15%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

AFGR is cheaper with a 0.65% expense ratio, compared with 0.75% for KNG.

KNG has the higher dividend yield at 8.38%, compared with 0.00% for AFGR.

AFGR is categorized as Large Cap Growth Equities, while KNG is Dividend. Their fees differ too: 0.65% for AFGR and 0.75% for KNG.

KNG currently has the higher Sharpe Ratio (1.03 vs 0.65), 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.

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