Compare · 3 funds side by side · dividends reinvested

AFDM, SPYM and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,553SPYM · best of the three

02 / 04

AFDM, SPYM and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.03%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$179B1.6

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T2.1

First Trust Active Factor International ETFInternational · Ex-US broad0.80%3.47%+13.5%+19.2%+21.3%+8.3%−10.2%15.5%$145M2.3

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

End-of-day Nov 9, 2026 · returns include dividends · since: AFDM 2016 · SPYM 2005 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Active Factor International ETF · $145M$14,875

AFDM

VOO

Vanguard S&P 500 ETF · $1.00T$17,543

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

AFDMMeasureVOO

+13.5%Year to dateJan 1 → Nov 9+11.3%

+19.2%1 yearTotal return+13.6%

+21.3%3 years · per year$10,000 became $17,863 · $18,159+22.0%

+8.3%5 years · per year$10,000 became $14,875 · $17,543+11.9%

0.80%Expense ratio$80 · $3 a year on $10k · lower is better0.03%

3.47%Trailing 12-mo yield$347 · $107 a year on $10k1.07%

−10.2%Worst dropSmaller is better−8.9%

15.5%VolatilityLower is calmer13.7%

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

3–5VOO wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AFDM vs VOO: Top 5 Holdings

Today

AFDM

8.2%in top 5

VOO

in top 528.3%

AFDMStockVOO

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

not top 5AMZN3.7%

not top 5GOOGL3.1%

1.8%6098.Tnot top 5

1.8%ASML.ASnot top 5

1.6%BARC.Lnot top 5

1.5%BNP.PAnot top 5

1.5%6857.Tnot top 5

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

AFDM vs VOO Returns, Every Period

First TrustAFDM

+8.3%

5 years, per year

VOOVanguard

+11.9%

5 years, per year

AFDMVOOFaded: behind in that period

2–2Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

International vs Core: AFDM vs VOO

YTD

First TrustAFDM

+13.5%

VOOVanguard

+11.3%

+13.5%Year to date+11.3%

−10.2%Worst drop · 1Y−8.9%

15.5%Volatility · 1Y13.7%

3.5%Yield1.1%

$145MAssets$1.00T

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AFDM, SPYM, VOO

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

VOO0.03%$3

AFDM0.80%$80

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: AFDM, SPYM, VOO

3.47%highest, AFDM

FundTrailing yieldYield$10k

AFDM3.47%$347

VOO1.07%$107

SPYM1.03%$103

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$267most kept, AFDM

AFDM$347 − $80 = $267

VOO$107 − $3 = $104

SPYM$103 − $2 = $101

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: AFDM, SPYM, VOO

Today

92.7%most shared, SPYM and VOO

AFDMSPYMVOO

AFDM—0.0%0.0%

SPYM0.0%—92.7%

VOO0.0%92.7%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+19.2%AFDM, at 15.5% volatility

VOOWorst drop−8.9%13.7% vol

SPYMWorst drop−8.9%13.7% vol

AFDMWorst drop−10.2%15.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

AFDMSPYM

+13.5%Year to date+11.3%

3.5%Yield1.0%

+19.2%Past year+13.6%

0.80%Fee0.02%

3–1AFDM wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026