AFMC vs. XMMO

In the year-to-date period, AFMC achieves a -0.47% return, which is significantly lower than XMMO's 0.89% return.

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AFMC has a 0.65% expense ratio, which is higher than XMMO's 0.33% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for First Trust Active Factor Mid Cap ETF (AFMC) and Invesco S&P MidCap Momentum ETF (XMMO). 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.

The current AFMC Sharpe Ratio is 0.31, which is comparable to the XMMO Sharpe Ratio of 0.39. The chart below compares the historical Sharpe Ratios of AFMC and XMMO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

AFMC's dividend yield for the trailing twelve months is around 0.82%, more than XMMO's 0.49% yield.

The maximum AFMC drawdown since its inception was -42.14%, smaller than the maximum XMMO drawdown of -55.37%. Use the drawdown chart below to compare losses from any high point for AFMC and XMMO.

First Trust Active Factor Mid Cap ETF (AFMC) and Invesco S&P MidCap Momentum ETF (XMMO) have volatilities of 5.34% and 5.25%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.