# First Trust Active Factor Small Cap ETF (AFSM) vs State Street SPDR S&P 500 ETF Trust (SPY) · total-return overlay

LOPJLB holding-return compare (5Y). Dividends and splits. Each path starts at 0% from the first adjusted close in the window.

- Interactive: https://www.lopjlb.com/vs/AFSM/SPY
- API: `GET /bff/api/bigfive/compare-series?symbols=AFSM%2CSPY&range=5y`

## Window

| Symbol | Window % | Worst drawdown | YTD |
|---|---:|---:|---:|
| AFSM | +59.73% | -28.29% | +23.11% |
| SPY | +83.62% | -24.49% | +13.34% |

## Periods (calendar lookback)

| Symbol | 1Y | 2Y | 3Y | 5Y |
|---|---:|---:|---:|---:|
| AFSM | +24.70% | +39.18% | +66.82% | +59.73% |
| SPY | +19.97% | +43.10% | +77.98% | +83.62% |

## Annual

| Year | AFSM | SPY |
|---|---:|---:|
| YTD | +23.11% | +13.34% |
| 2025 | +10.00% | +18.01% |
| 2024 | +10.95% | +25.59% |
| 2023 | +22.84% | +26.73% |
| 2022 | -17.87% | -18.64% |
| 2021 | +5.53% | +6.51% |

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Research context only. Not personalized investment advice.