Compare · 3 funds side by side · dividends reinvested

AFDM, SPY and VT

AFDMFirst Trust×SPYSPDR×VTVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,118SPY · best of the three

02 / 04

AFDM, SPY and VT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B1.8

First Trust Active Factor International ETFInternational · Ex-US broad0.80%3.55%+10.9%+16.9%+20.7%+7.8%−10.2%15.3%$151M2.1

Vanguard Total World Stock ETFInternational · Global0.06%1.59%+8.5%+10.4%+20.7%+9.4%−9.7%14.7%$81.8B2.1

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 · SPY 1993 · VT 2008

Head to Head

Swap sides Versus in desk

Head to Head

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

AFDM

SPY

State Street SPDR S&P 500 ETF · $819B$17,118

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

AFDMMeasureSPY

+10.9%Year to dateJan 1 → Nov 6+8.7%

+16.9%1 yearTotal return+9.7%

+20.7%3 years · per year$10,000 became $17,568 · $18,039+21.7%

+7.8%5 years · per year$10,000 became $14,561 · $17,118+11.3%

0.80%Expense ratio$80 · $9 a year on $10k · lower is better0.09%

3.55%Trailing 12-mo yield$355 · $103 a year on $10k1.03%

−10.2%Worst dropSmaller is better−8.9%

15.3%VolatilityLower is calmer13.6%

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

3–5SPY 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 SPY: Top 5 Holdings

Today

AFDM

8.1%in top 5

SPY

in top 527.8%

AFDMStockSPY

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

1.9%6098.Tnot top 5

1.7%ASML.ASnot top 5

1.6%BARC.Lnot top 5

1.5%BNP.PAnot top 5

1.4%UNI.MInot top 5

Held in common0.0%

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

AFDM vs SPY Returns, Every Period

First TrustAFDM

+7.8%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

AFDMSPYFaded: behind in that period

2–2Level

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

AFDM vs VT

YTD

First TrustAFDM

+10.9%

VTVanguard

+8.5%

+10.9%Year to date+8.5%

−10.2%Worst drop · 1Y−9.7%

15.3%Volatility · 1Y14.7%

3.6%Yield1.6%

$151MAssets$81.8B

2–2level

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

Cost, Income and Risk

Fees: AFDM, SPY, VT

Today

0.06%lowest, VT

FundExpense ratioFee$10k

VT0.06%$6

SPY0.09%$9

AFDM0.80%$80

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

Yields: AFDM, SPY, VT

3.55%highest, AFDM

FundTrailing yieldYield$10k

AFDM3.55%$355

VT1.59%$159

SPY1.03%$103

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

Income After Fees on $10,000

$275most kept, AFDM

AFDM$355 − $80 = $275

VT$159 − $6 = $153

SPY$103 − $9 = $94

KeptFee

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

Overlap: AFDM, SPY, VT

Today

55.1%most shared, SPY and VT

AFDMSPYVT

AFDM—0.0%5.9%

SPY0.0%—55.1%

VT5.9%55.1%—

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

SPYWorst drop−8.9%13.6% vol

VTWorst drop−9.7%14.7% vol

AFDMWorst drop−10.2%15.3% vol

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

Paid More vs Made More

YTD

AFDMSPY

+10.9%Year to date+8.7%

3.6%Yield1.0%

+16.9%Past year+9.7%

0.80%Fee0.09%

3–1AFDM wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

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