Abrdn Focused Competition

AFSC Etf

30.98 -0.19 -0.61%

abrdn Focused Small is grouped alongside First Trust, Cambria Value, InfraCap Equity, Investment Managers, and SGI Dynamic within its competitive landscape. This peer view supports relative benchmarking. All figures are based on financial statement disclosures. The information is presented without directional commentary. abrdn Focused Small is positioned against peers on valuation, growth, and risk to highlight relative strength. Abrdn Focused is benchmarked against alternatives to provide broader context.

Correlation: Abrdn Focused vs DBX ETF Details

Very poor diversification

The correlation between AFSC and QARP is 0.81, which Macroaxis classifies as Very poor diversification for the selected horizon. This matters because lower overlap can improve diversification, while higher overlap leaves more of the same risk inside the portfolio.

Moving together with Abrdn Etf

0.92	VB	Vanguard Small Cap	Pair Corr
0.94	IJR	iShares Core SAMPP	Pair Corr
0.85	IWM	iShares Russell 2000	Pair Corr
0.85	VRTIX	Vanguard Russell 2000	Pair Corr
0.87	VTWO	Vanguard Russell 2000	Pair Corr

Moving against Abrdn Etf

0.36	VIXM	ProShares VIX Mid	Pair Corr
0.35	VXX	iPath Series B	Pair Corr
0.35	VIXY	ProShares VIX Short Potential Growth	Pair Corr
0.35	VXZ	iPath Series B	Pair Corr

Specify up to 10 symbols:

Mean reversion in Abrdn Focused is more reliable over longer time horizons. Short-term deviations can persist and even widen before correcting, making position sizing and risk management critical.

Hype

Prediction

Low	Estimated	High
29.78	30.98	32.18

Details

Intrinsic

Valuation

Low	Real	High
29.99	31.19	32.39

Details

Naive

Forecast

Low	Next	High
29.29	30.49	31.69

Details

Bollinger

Band Projection (param)

Lower	Middle Band	Upper
30.23	32.07	33.90

Details

Effective investment decisions about Abrdn Focused require competitive context. Benchmarking Abrdn Focused's against peers on earnings quality, growth consistency, and balance sheet strength can materially change the investment conclusion.

Abrdn Focused Competition Correlation Matrix

Correlation analysis between abrdn Focused Small and its competitors provides context for understanding whether diversification is real or only superficial inside the same peer group. Used correctly, correlation analysis helps separate broad industry exposure from company-specific behavior before additional capital is allocated across the peer group.

	META	MSFT	UBER	F	T	A	CRM	JPM	MRK	XOM
META		0.12	0.01	0.29	-0.01	0.17	0.07	0.31	-0.11	-0.11	META
MSFT	0.12		0.84	0.19	-0.92	0.83	0.97	0.65	-0.9	-0.95	MSFT
UBER	0.01	0.84		0.17	-0.9	0.8	0.83	0.52	-0.76	-0.8	UBER
F	0.29	0.19	0.17		-0.23	0.58	0.12	0.55	0.03	-0.29	F
T	-0.01	-0.92	-0.9	-0.23		-0.84	-0.87	-0.54	0.86	0.88	T
A	0.17	0.83	0.8	0.58	-0.84		0.79	0.81	-0.65	-0.86	A
CRM	0.07	0.97	0.83	0.12	-0.87	0.79		0.68	-0.89	-0.96	CRM
JPM	0.31	0.65	0.52	0.55	-0.54	0.81	0.68		-0.45	-0.73	JPM
MRK	-0.11	-0.9	-0.76	0.03	0.86	-0.65	-0.89	-0.45		0.87	MRK
XOM	-0.11	-0.95	-0.8	-0.29	0.88	-0.86	-0.96	-0.73	0.87		XOM
	META	MSFT	UBER	F	T	A	CRM	JPM	MRK	XOM

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High positive correlations

CRM	+ 0.97	MSFT
XOM	+ 0.88	T
XOM	+ 0.87	MRK
MRK	+ 0.86	T
UBER	+ 0.84	MSFT
A	+ 0.83	MSFT

High negative correlations

XOM	- 0.96	CRM
XOM	- 0.95	MSFT
T	- 0.92	MSFT
T	- 0.9	UBER
MRK	- 0.9	MSFT
MRK	- 0.89	CRM

Abrdn Focused Competition Risk-Adjusted Indicators

There is a big difference between Abrdn Etf performing well and Abrdn Focused ETF doing well as a business compared to the competition. A thorough review of Abrdn Focused's risk-adjusted indicators provides a clearer picture of whether returns are being earned efficiently. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
META	1.48	0.00	0.00	-0.08	0.00	0.00	2.33	-2.82	14.24
MSFT	1.25	-0.26	0.00	-0.62	0.00	0.00	2.19	-2.87	13.28
UBER	1.54	-0.13	0.00	-0.33	0.00	0.00	3.18	-3.60	11.09
F	1.34	-0.14	0.00	-0.21	0.00	0.00	3.61	-3.07	10.01
T	1.11	0.19	0.20	-1.16	1.17	-1.22	3.87	-1.92	8.53
A	1.23	-0.25	0.00	-0.33	0.00	0.00	2.48	-3.01	7.20
CRM	1.82	-0.37	0.00	-0.66	0.00	0.00	3.41	-4.75	9.78
JPM	1.11	-0.03	0.00	-0.11	0.00	0.00	2.02	-2.63	8.17
MRK	1.13	0.26	0.22	0.45	1.22	-1.26	2.54	-1.98	7.29
XOM	1.32	0.45	0.34	6.55	1.14	-1.51	2.90	-2.44	6.83

Abrdn Focused Competitive Analysis

Better Than Average

Worse Than Peers

View Performance Chart

	AFSC	DDIV	VAMO	ICAP	PPI	DYTA	FSYD	KEMX	EFAD	FEDM
	0.61 30.98 Abrdn	0.08 40.00 First	0.20 34.53 Cambria	0.37 26.64 InfraCap	0.57 20.84 Investment	0.21 28.37 SGI	0.19 48.13 Fidelity	1.10 41.33 KraneShares	0.25 40.75 ProShares	2.04 58.06 FlexShares
Market Volatility (90 Days Market Risk)	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low
Market Performance (90 Days Performance)	Weak	Weak	Weak	Weak	Balanced	Weak	Mild	Balanced	Weak	Weak
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Under Valued	Fairly Valued	Fairly Valued	Under Valued	Fairly Valued	Fairly Valued
Buy or Sell Analysis (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Strong Hold	Hold	Buy	Strong Hold	Strong Buy	Strong Hold	Strong Hold	Strong Buy	Strong Hold	Strong Hold
Price To Sales	N/A	N/A	0.67	N/A	N/A	N/A	N/A	N/A	1.69	N/A
Equity Positions Weight	N/A	99.15	74.86	102.21	79.12	N/A	0.46	99.31	99.03	99.43
Three Year Return	16.2	16.7	13.1	16.0	23.1	N/A	9.8	22.3	6.9	14.6
Net Asset	N/A	67.1 M	82.85 M	23.11 M	56.07 M	N/A	8.64 M	13.65 M	81.9 M	16.33 M
Price To Book	N/A	N/A	1.7	N/A	N/A	N/A	N/A	N/A	2.63	N/A
Five Year Return	6.3	9.1	8.6	N/A	N/A	N/A	N/A	9.2	1.2	N/A
One Year Return	19.0	10.3	19.3	16.6	44.7	5.0	8.5	51.3	5.1	16.8
Last Dividend Paid	N/A	0.097	0.019	N/A	N/A	N/A	N/A	0.74	0.041	N/A
Bond Positions Weight	N/A	N/A	N/A	N/A	N/A	N/A	16.34	N/A	N/A	N/A
Ten Year Return	10.6	9.4	5.1	N/A	N/A	N/A	N/A	N/A	3.7	N/A
Beta	1.23	0.93	0.53	1.0	1.29	N/A	0.68	1.04	0.94	1.0
Price To Earning	N/A	N/A	17.06	N/A	N/A	N/A	N/A	N/A	18.13	N/A
Day Typical Price	30.98	39.87	34.38	26.6	20.79	28.32	48.06	40.82	40.6	58.35
Accumulation Distribution	N/A	15.96	28.53	180.99	856.56	40.07	36.97	11598.45	102.94	0.0149
Market Facilitation Index	N/A	2.0E-4	4.0E-4	0.0	0.0	0.0	0.0	0.0	1.0E-4	0.88
Daily Balance Of Power	N/A	0.0789	0.1129	-0.32	-0.30	-0.33	0.45	0.2903	0.1316	-1.38
Period Momentum Indicator	-0.19	0.03	0.07	-0.10	-0.12	-0.06	0.09	0.45	0.1	-1.21
Rate Of Daily Change	0.99	1.0	1.0	1.0	0.99	1.0	1.0	1.01	1.0	0.98
Day Median Price	30.98	39.81	34.31	26.59	20.77	28.29	48.03	40.57	40.52	58.5
Price Action Indicator	-0.1	0.21	0.26	0.005	0.01	0.05	0.15	0.99	0.28	-1.04
Relative Strength Index	43.95	40.01	45.27	39.37	53.43	42.27	45.71	50.67	40.79	39.31
Coefficient Of Variation	-7,264	-1,815	74072.21	-2,263	622.21	-2,653	2364.77	694.98	-2,953	-5,909
Mean Deviation	0.9074	0.8759	0.5938	0.6745	0.8977	0.5731	0.1645	1.13	0.638	0.7358
Jensen Alpha	0.0719	0.0318	0.0464	0.0263	0.2534	0.0301	0.0131	0.3076	0.0143	0.0484
Total Risk Alpha	0.1019	0.0496	0.0738	0.0429	0.3159	0.047	0.0234	0.3816	0.0526	0.0801
Sortino Ratio	N/A	N/A	0.0972	N/A	0.1876	N/A	0.3443	0.1716	N/A	N/A
Downside Variance	N/A	N/A	0.6121	N/A	2.08	N/A	0.0602	3.05	N/A	N/A
Standard Deviation	1.2	1.15	0.7735	0.8421	1.22	0.8221	0.2238	1.56	0.857	1.0
Kurtosis	0.1118	0.3946	0.4768	-0.58	2.39	1.92	2.12	2.54	0.7006	1.53
Potential Upside	1.64	1.4	1.23	1.26	1.62	1.12	0.3706	2.42	1.28	1.38
Treynor Ratio	-0.02	-0.06	-0.01	-0.05	0.2332	-0.05	-0.0033	0.1961	-0.06	-0.03
Maximum Drawdown	6.04	5.8	4.08	3.31	6.57	4.51	1.26	8.31	4.09	5.51
Variance	1.44	1.32	0.5983	0.7091	1.48	0.6759	0.0501	2.44	0.7345	1.0
Market Risk Adjusted Performance	-0.01	-0.05	-0.0038	-0.04	0.2432	-0.04	0.0067	0.2061	-0.05	-0.02
Risk Adjusted Performance	-0.01	-0.04	8.0E-4	-0.03	0.1312	-0.03	0.0081	0.1193	-0.03	-0.01
Skewness	-0.27	-0.27	0.1819	-0.37	-0.62	0.0859	-0.74	-0.93	-0.71	-0.85
Semi Deviation	N/A	N/A	0.7311	N/A	1.16	N/A	0.2108	1.51	N/A	N/A
Information Ratio	0.0487	0.0102	0.0983	0.0449	0.2223	0.0536	0.3775	0.192	0.0537	0.0581
Value At Risk	-1.98	-2.23	-1.30	-1.44	-1.49	-1.59	-0.37	-1.89	-1.55	-1.96
Expected Short fall	N/A	N/A	-0.65	N/A	-0.91	N/A	-0.18	-1.20	N/A	N/A
Downside Deviation	N/A	N/A	0.7824	N/A	1.44	N/A	0.2454	1.75	N/A	N/A
Semi Variance	N/A	N/A	0.5345	N/A	1.34	N/A	0.0444	2.29	N/A	N/A

Abrdn Focused Competition Peer Performance Charts

How to Analyze Abrdn Focused Against Peers

Abrdn Focused's peer analysis compares Abrdn Focused with related companies to put valuation, quality, and risk metrics in context. This helps determine whether recent performance is company-specific or broadly sector-driven. A practical workflow includes:

Set a relevant peer group: Include direct competitors and close alternatives with comparable business exposure.
Benchmark core financials: Compare profitability, growth, capital structure, and cash flow quality.
Check valuation dispersion: Review whether Abrdn Focused trades at a premium or discount versus peers and why.
Evaluate risk profile: Compare volatility, drawdowns, and correlation to avoid false diversification assumptions.
Document the thesis: Record where Abrdn Focused leads or lags and what catalysts could close or widen the gap.

Use this as an educational baseline, then validate conclusions with current filings, market conditions, and portfolio objectives.

Peer Comparison Metrics & Methodology

The competitor view for Abrdn Focused covers valuation, profitability, leverage, and growth rate side-by-side across the peer group. Debt-to-equity comparison across Abrdn Focused's peers frames whether its leverage is conservative, normal, or elevated for its industry. Operating metrics that look strong for Abrdn Focused in isolation may appear average or below average in peer context. The peer set can help frame whether recent outperformance is broad-based or company-specific.

The analytics block for abrdn Focused Small relies on fund disclosures and market reference feeds, with quality checks and normalization applied before rendering. Timing can vary by data vendor.

This content is curated and reviewed by:

Rifka Kats - Member of Macroaxis Editorial Board

Last reviewed on March 3rd, 2026

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Abrdn Focused Competition

Correlation: Abrdn Focused vs DBX ETF Details

Moving together with Abrdn Etf

Moving against Abrdn Etf

Specify up to 10 symbols:

Abrdn Focused Competition Correlation Matrix

High positive correlations

High negative correlations

Abrdn Focused Competition Risk-Adjusted Indicators

Abrdn Focused Competitive Analysis

Abrdn Focused Competition Peer Performance Charts

How to Analyze Abrdn Focused Against Peers

Peer Comparison Metrics & Methodology

This content is curated and reviewed by:

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