Compare · 4 funds side by side · dividends reinvested

AFDM, VTI, VEA and IVV

AFDMFirst Trust×VTIVanguard×VEAVanguard×IVViShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,545IVV · best of the four

02 / 04

AFDM, VTI, VEA and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$875B2.0

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.06%+11.6%+13.9%+21.8%+10.8%−8.9%13.9%$689B2.4

First Trust Active Factor International ETFInternational · Ex-US broad0.80%3.47%+13.5%+19.2%+21.3%+8.3%−10.2%15.5%$145M2.5

Vanguard FTSE Developed Markets ETFInternational · Developed0.03%2.44%+12.9%+18.8%+20.5%+9.2%−11.6%18.3%$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 9, 2026 · returns include dividends · since: AFDM 2016 · VTI 2001 · VEA 2007 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

AFDM

VTI

Vanguard Morningstar Total Stock Market ETF · $689B$16,697

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

AFDMMeasureVTI

+13.5%Year to dateJan 1 → Nov 9+11.6%

+19.2%1 yearTotal return+13.9%

+21.3%3 years · per year$10,000 became $17,863 · $18,090+21.8%

+8.3%5 years · per year$10,000 became $14,875 · $16,697+10.8%

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

3.47%Trailing 12-mo yield$347 · $106 a year on $10k1.06%

−10.2%Worst dropSmaller is better−8.9%

15.5%VolatilityLower is calmer13.9%

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

3–5VTI 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 VTI: Top 5 Holdings

Today

AFDM

8.2%in top 5

VTI

in top 525.0%

AFDMStockVTI

not top 5NVDA7.1%

not top 5AAPL6.6%

not top 5MSFT5.2%

not top 5AMZN3.3%

not top 5GOOGL2.8%

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 VTI Returns, Every Period

First TrustAFDM

+8.3%

5 years, per year

VTIVanguard

+10.8%

5 years, per year

AFDMVTIFaded: behind in that period

2–2Level

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

AFDM vs VEA

YTD

First TrustAFDM

+13.5%

VEAVanguard

+12.9%

+13.5%Year to date+12.9%

−10.2%Worst drop · 1Y−11.6%

15.5%Volatility · 1Y18.3%

3.5%Yield2.4%

$145MAssets$232B

4–0AFDM wins

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

Cost, Income and Risk

Fees: AFDM, VTI, VEA, IVV

Today

0.03%lowest, VTI

FundExpense ratioFee$10k

VTI0.03%$3

VEA0.03%$3

IVV0.03%$3

AFDM0.80%$80

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

Yields: AFDM, VTI, VEA, IVV

3.47%highest, AFDM

FundTrailing yieldYield$10k

AFDM3.47%$347

VEA2.44%$244

IVV1.11%$111

VTI1.06%$106

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

Income After Fees on $10,000

$267most kept, AFDM

AFDM$347 − $80 = $267

VEA$244 − $3 = $241

IVV$111 − $3 = $108

VTI$106 − $3 = $103

KeptFee

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

Overlap: AFDM, VTI, VEA, IVV

Today

86.0%most shared, VTI and IVV

AFDMVTIVEAIVV

AFDM—0.0%19.3%0.0%

VTI0.0%—0.0%86.0%

VEA19.3%0.0%—0.0%

IVV0.0%86.0%0.0%—

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

Return vs Bumpiness: 4 ETFs

+19.2%AFDM, at 15.5% volatility

IVVWorst drop−8.9%13.8% vol

VTIWorst drop−8.9%13.9% vol

AFDMWorst drop−10.2%15.5% vol

VEAWorst drop−11.6%18.3% vol

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

Paid More vs Made More

YTD

AFDMVEA

+13.5%Year to date+12.9%

3.5%Yield2.4%

+19.2%Past year+18.8%

0.80%Fee0.03%

3–1AFDM wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

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

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$95.6B

2–0VTI wins

End-of-day Nov 9, 2026

VEA vs IEFA

YTD

VanguardVEA

+12.9%

IEFAiShares

+11.1%

+12.9%Year to date+11.1%

2.4%Yield3.4%

$232BAssets$193B

1–1level

End-of-day Nov 9, 2026