Compare · 3 funds side by side · dividends reinvested

AFEM, VOO and IVV

AFEMFirst Trust×VOOVanguard×IVViShares×

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

02 / 04

AFEM, VOO 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%$1.00T1.6

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%$887B2.0

First Trust Active Factor Emerging Markets ETFInternational · Emerging0.85%2.91%+10.4%+12.5%+20.8%+9.4%−14.5%20.7%$76M2.3

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

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

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Active Factor Emerging Markets ETF · $76M$15,644

AFEM

VOO

Vanguard S&P 500 ETF · $1.00T$17,156

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

AFEMMeasureVOO

+10.4%Year to dateJan 1 → Nov 5+8.4%

+12.5%1 yearTotal return+9.8%

+20.8%3 years · per year$10,000 became $17,633 · $18,224+22.1%

+9.4%5 years · per year$10,000 became $15,644 · $17,156+11.4%

0.85%Expense ratio$85 · $3 a year on $10k · lower is better0.03%

2.91%Trailing 12-mo yield$291 · $110 a year on $10k1.10%

−14.5%Worst dropSmaller is better−8.9%

20.7%VolatilityLower is calmer13.5%

AFEMVOO 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

AFEM vs VOO: Top 5 Holdings

Today

AFEM

27.1%in top 5

VOO

in top 528.3%

AFEMStockVOO

13.4%2330.TWnot top 5

not top 5NVDA8.4%

not top 5AAPL7.4%

6.8%005930.Knot top 5

not top 5MSFT5.8%

not top 5AMZN3.7%

3.2%000660.Knot top 5

not top 5GOOGL3.1%

2.0%1398.HKnot top 5

1.8%3328.HKnot top 5

Held in common0.0%

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

AFEM vs VOO Returns, Every Period

First TrustAFEM

+9.4%

5 years, per year

VOOVanguard

+11.4%

5 years, per year

AFEMVOOFaded: behind in that period

2–2Level

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

International vs Core: AFEM vs IVV

YTD

First TrustAFEM

+10.4%

IVViShares

+8.4%

+10.4%Year to date+8.4%

−14.5%Worst drop · 1Y−8.9%

20.7%Volatility · 1Y13.6%

2.9%Yield1.1%

$76.5MAssets$887B

2–2level

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

Cost, Income and Risk

Fees: AFEM, VOO, IVV

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IVV0.03%$3

AFEM0.85%$85

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

Yields: AFEM, VOO, IVV

2.91%highest, AFEM

FundTrailing yieldYield$10k

AFEM2.91%$291

IVV1.14%$114

VOO1.10%$110

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

Income After Fees on $10,000

$206most kept, AFEM

AFEM$291 − $85 = $206

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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

Overlap: AFEM, VOO, IVV

Today

93.5%most shared, VOO and IVV

AFEMVOOIVV

AFEM—0.0%0.0%

VOO0.0%—93.5%

IVV0.0%93.5%—

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

Return vs Bumpiness: 3 ETFs

+12.5%AFEM, at 20.7% volatility

VOOWorst drop−8.9%13.5% vol

IVVWorst drop−8.9%13.6% vol

AFEMWorst drop−14.5%20.7% vol

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

Paid More vs Made More

YTD

AFEMVOO

+10.4%Year to date+8.4%

2.9%Yield1.1%

+12.5%Past year+9.8%

0.85%Fee0.03%

3–1AFEM wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026