Compare · 3 funds side by side · dividends reinvested

AFDM, EFA and VT

AFDMFirst Trust×EFAiShares×VTVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,649VT · best of the three

02 / 04

AFDM, EFA and VT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Active Factor International ETFInternational · Ex-US broad0.80%3.55%+10.9%+16.9%+20.7%+7.8%−10.2%15.3%$151M1.8

Vanguard Total World Stock ETFInternational · Global0.06%1.59%+8.5%+10.4%+20.7%+9.4%−9.7%14.7%$81.8B1.8

iShares MSCI EAFE ETFInternational · Developed0.32%3.30%+7.8%+11.9%+18.3%+8.2%−11.4%16.3%$76.1B2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: AFDM 2016 · EFA 2001 · VT 2008

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Active Factor International ETF · $151M$14,561

AFDM

EFA

iShares MSCI EAFE ETF · $76.1B$14,818

$10,000 five years ago, dividends reinvested · they hold 25.4% in common

AFDMMeasureEFA

+10.9%Year to dateJan 1 → Nov 6+7.8%

+16.9%1 yearTotal return+11.9%

+20.7%3 years · per year$10,000 became $17,568 · $16,576+18.3%

+7.8%5 years · per year$10,000 became $14,561 · $14,818+8.2%

0.80%Expense ratio$80 · $32 a year on $10k · lower is better0.32%

3.55%Trailing 12-mo yield$355 · $330 a year on $10k3.30%

−10.2%Worst dropSmaller is better−11.4%

15.3%VolatilityLower is calmer16.3%

AFDMEFA Winner of the row, in its colourEach row: the bigger of the two fills its side

6–2AFDM wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AFDM vs EFA: Top 5 Holdings

Today

AFDM

8.1%in top 5

EFA

in top 58.2%

AFDMStockEFA

1.7%ASML.AS2.5%

1.9%6098.Tnot top 5

1.6%BARC.Lnot top 5

not top 5ROP.SW1.6%

1.5%BNP.PAnot top 5

1.4%UNI.MInot top 5

not top 5HSBA.L1.4%

not top 5NOVN.SW1.4%

not top 5SHEL.L1.4%

Held in common25.4%

End-of-day Nov 6, 2026 · share of each fund

AFDM vs EFA Returns, Every Period

First TrustAFDM

+7.8%

5 years, per year

EFAiShares

+8.2%

5 years, per year

AFDMEFAFaded: behind in that period

3–1AFDM wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

AFDM vs EFA

YTD

First TrustAFDM

+10.9%

EFAiShares

+7.8%

+10.9%Year to date+7.8%

−10.2%Worst drop · 1Y−11.4%

15.3%Volatility · 1Y16.3%

3.6%Yield3.3%

$151MAssets$76.1B

4–0AFDM wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AFDM, EFA, VT

Today

0.06%lowest, VT

FundExpense ratioFee$10k

VT0.06%$6

EFA0.32%$32

AFDM0.80%$80

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: AFDM, EFA, VT

3.55%highest, AFDM

FundTrailing yieldYield$10k

AFDM3.55%$355

EFA3.30%$330

VT1.59%$159

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$298most kept, EFA

EFA$330 − $32 = $298

AFDM$355 − $80 = $275

VT$159 − $6 = $153

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: AFDM, EFA, VT

Today

25.4%most shared, AFDM and EFA

AFDMEFAVT

AFDM—25.4%5.9%

EFA25.4%—17.5%

VT5.9%17.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+16.9%AFDM, at 15.3% volatility

VTWorst drop−9.7%14.7% vol

AFDMWorst drop−10.2%15.3% vol

EFAWorst drop−11.4%16.3% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

AFDMVT

+10.9%Year to date+8.5%

3.6%Yield1.6%

+16.9%Past year+10.4%

0.80%Fee0.06%

3–1AFDM wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026