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AFMC vs. DRES
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

AFMC vs. DRES - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in First Trust Active Factor Mid Cap ETF (AFMC) and GMO Domestic Resilience ETF (DRES). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, AFMC achieves a 18.05% return, which is significantly lower than DRES's 21.60% return.


AFMC

1D
-0.05%
1M
0.74%
6M
13.07%
YTD
18.05%
1Y
28.37%
3Y*
17.45%
5Y*
10.83%
10Y*
ALL TIME*
12.25%

DRES

1D
0.30%
1M
0.31%
6M
12.48%
YTD
21.60%
1Y
3Y*
5Y*
10Y*
ALL TIME*
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$1.44M$1.57M$1.21M
$93.72K$76.15K$99.36K

AFMC vs. DRES - Yearly Performance Comparison


2026 (YTD)2025
AFMC
First Trust Active Factor Mid Cap ETF
18.05%0.92%
DRES
GMO Domestic Resilience ETF
21.60%2.50%

Correlation

The correlation between AFMC and DRES is 0.83, meaning they have usually moved in the same direction, including during past declines.


Correlation
Correlation (All Time)
Calculated using the full available price history since Oct 1, 2025

0.83

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Return for Risk

AFMC vs. DRES — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

AFMC
AFMC Risk / Return Rank: 8282
Overall Rank
AFMC Sharpe Ratio Rank: 8080
Sharpe Ratio Rank
AFMC Sortino Ratio Rank: 8282
Sortino Ratio Rank
AFMC Omega Ratio Rank: 7878
Omega Ratio Rank
AFMC Calmar Ratio Rank: 8686
Calmar Ratio Rank
AFMC Martin Ratio Rank: 8686
Martin Ratio Rank

DRES

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

AFMC vs. DRES - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for First Trust Active Factor Mid Cap ETF (AFMC) and GMO Domestic Resilience ETF (DRES). 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.


AFMCDRESDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.32

Calmar ratioReturn relative to maximum drawdown

3.35

Martin ratioReturn relative to average drawdown

12.18

AFMC vs. DRES - Sharpe Ratio Comparison


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Drawdowns

AFMC vs. DRES - Drawdown Comparison

The maximum AFMC drawdown since its inception was -42.14%, which is greater than DRES's maximum drawdown of -10.41%. Use the drawdown chart below to compare losses from any high point for AFMC and DRES.


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Drawdown Indicators


AFMCDRESDifference

Max Drawdown

Largest peak-to-trough decline

-42.14%

-10.41%

-31.73%

Max Drawdown (1Y)

Largest decline over 1 year

-8.20%

Max Drawdown (3Y)

Largest decline over 3 years

-21.99%

Max Drawdown (5Y)

Largest decline over 5 years

-25.40%

Current Drawdown

Current decline from peak

-0.98%

-1.59%

+0.61%

Average Drawdown

Average peak-to-trough decline

-7.45%

-2.14%

-5.31%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.25%

Volatility

AFMC vs. DRES - Volatility Comparison


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Volatility by Period


AFMCDRESDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.96%

Volatility (6M)

Calculated over the trailing 6-month period

11.01%

Volatility (1Y)

Calculated over the trailing 1-year period

15.00%

18.07%

-3.07%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.84%

18.07%

+0.77%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

22.74%

18.07%

+4.67%

AFMC vs. DRES - Expense Ratio Comparison

AFMC has a 0.65% expense ratio, which is higher than DRES's 0.50% expense ratio.


Dividends

AFMC vs. DRES - Dividend Comparison

AFMC's dividend yield for the trailing twelve months is around 0.69%, more than DRES's 0.52% yield.


PositionTTM2025202420232022202120202019
AFMC
First Trust Active Factor Mid Cap ETF
0.69%0.96%0.64%0.87%1.42%0.84%1.05%0.29%
DRES
GMO Domestic Resilience ETF
0.52%0.22%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


AFMC and DRES have a correlation of 0.83, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, DRES is cheaper at 0.50% per year. The better choice depends on whether you care most about return, fees, risk, or income.

DRES is cheaper with a 0.50% expense ratio, compared with 0.65% for AFMC.

AFMC has the higher dividend yield at 0.69%, compared with 0.52% for DRES.

They also come from different issuers: First Trust and GMO. Their fees differ too: 0.65% for AFMC and 0.50% for DRES.

Portfolio Optimizer

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