Compare · 4 funds side by side · dividends reinvested

AFDM, VOO, VEA and IVV

AFDMFirst Trust×VOOVanguard×VEAVanguard×IVViShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,156VOO · best of the four

02 / 04

AFDM, VOO, VEA and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.4%+9.8%+22.1%+11.4%−8.9%13.5%$1.00T2.0

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$850B2.4

First Trust Active Factor International ETFInternational · Ex-US broad0.80%3.52%+12.1%+18.3%+22.0%+8.2%−10.2%15.3%$151M2.5

Vanguard FTSE Developed Markets ETFInternational · Developed0.03%2.50%+10.2%+16.0%+20.9%+8.7%−11.6%18.1%$232B2.8

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: AFDM 2016 · VOO 2010 · VEA 2007 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Active Factor International ETF · $151M$14,856

AFDM

VOO

Vanguard S&P 500 ETF · $1.00T$17,156

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

AFDMMeasureVOO

+12.1%Year to dateJan 1 → Nov 5+8.4%

+18.3%1 yearTotal return+9.8%

+22.0%3 years · per year$10,000 became $18,162 · $18,224+22.1%

+8.2%5 years · per year$10,000 became $14,856 · $17,156+11.4%

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

3.52%Trailing 12-mo yield$352 · $110 a year on $10k1.10%

−10.2%Worst dropSmaller is better−8.9%

15.3%VolatilityLower is calmer13.5%

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

3–5VOO wins

End-of-day Nov 5, 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

8.5%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

1.8%6857.Tnot top 5

1.6%BARC.Lnot top 5

1.5%BNP.PAnot top 5

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

AFDM vs VOO Returns, Every Period

First TrustAFDM

+8.2%

5 years, per year

VOOVanguard

+11.4%

5 years, per year

AFDMVOOFaded: behind in that period

2–2Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

AFDM vs VEA

YTD

First TrustAFDM

+12.1%

VEAVanguard

+10.2%

+12.1%Year to date+10.2%

−10.2%Worst drop · 1Y−11.6%

15.3%Volatility · 1Y18.1%

3.5%Yield2.5%

$151MAssets$232B

4–0AFDM wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AFDM, VOO, VEA, IVV

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

VEA0.03%$3

IVV0.03%$3

AFDM0.80%$80

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: AFDM, VOO, VEA, IVV

3.52%highest, AFDM

FundTrailing yieldYield$10k

AFDM3.52%$352

VEA2.50%$250

IVV1.14%$114

VOO1.10%$110

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$272most kept, AFDM

AFDM$352 − $80 = $272

VEA$250 − $3 = $247

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: AFDM, VOO, VEA, IVV

Today

93.5%most shared, VOO and IVV

AFDMVOOVEAIVV

AFDM—0.0%19.3%0.0%

VOO0.0%—0.0%93.5%

VEA19.3%0.0%—0.0%

IVV0.0%93.5%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+18.3%AFDM, at 15.3% volatility

VOOWorst drop−8.9%13.5% vol

IVVWorst drop−8.9%13.6% vol

AFDMWorst drop−10.2%15.3% vol

VEAWorst drop−11.6%18.1% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

AFDMVEA

+12.1%Year to date+10.2%

3.5%Yield2.5%

+18.3%Past year+16.0%

0.80%Fee0.03%

3–1AFDM wins

End-of-day Nov 5, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VEA vs IEFA

YTD

VanguardVEA

+10.2%

IEFAiShares

+8.5%

+10.2%Year to date+8.5%

2.5%Yield3.4%

$232BAssets$189B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026