Compare · 2 funds side by side · dividends reinvested

AFSM and IJR

AFSMFirst Trust×IJRiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,621AFSM · best of the two

02 / 04

AFSM and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Active Factor Small Cap ETFUS Stock Styles · Small cap0.75%0.51%+21.4%+24.6%+21.7%+9.3%−9.6%17.3%$132M1.4

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.20%+19.9%+22.7%+19.3%+6.8%−9.7%15.8%$106B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: AFSM 2019 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Active Factor Small Cap ETF · $132M$15,621

AFSM

IJR

iShares Core S&P Small-Cap ETF · $106B$13,920

$10,000 five years ago, dividends reinvested · they hold 20.7% in common

AFSMMeasureIJR

+21.4%Year to dateJan 1 → Nov 4+19.9%

+24.6%1 yearTotal return+22.7%

+21.7%3 years · per year$10,000 became $18,012 · $16,979+19.3%

+9.3%5 years · per year$10,000 became $15,621 · $13,920+6.8%

0.75%Expense ratio$75 · $6 a year on $10k · lower is better0.06%

0.51%Trailing 12-mo yield$51 · $120 a year on $10k1.20%

−9.6%Worst dropSmaller is better−9.7%

17.3%VolatilityLower is calmer15.8%

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

5–3AFSM wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AFSM vs IJR: Top 5 Holdings

Today

AFSM

4.5%in top 5

IJR

in top 52.7%

AFSMStockIJR

0.9%PARRnot top 5

0.9%ANFnot top 5

0.9%KNSAnot top 5

0.9%NHCnot top 5

0.9%MATXnot top 5

not top 5VSAT0.6%

not top 5PAYC0.6%

not top 5RHP0.5%

not top 5PTGX0.5%

not top 5MTCH0.5%

Held in common20.7%

End-of-day Nov 4, 2026 · share of each fund

AFSM vs IJR Returns, Every Period

First TrustAFSM

+9.3%

5 years, per year

IJRiShares

+6.8%

5 years, per year

AFSMIJRFaded: behind in that period

4–0AFSM wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

AFSM vs IJR

YTD

First TrustAFSM

+21.4%

IJRiShares

+19.9%

+21.4%Year to date+19.9%

−9.6%Worst drop · 1Y−9.7%

17.3%Volatility · 1Y15.8%

0.5%Yield1.2%

$132MAssets$106B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AFSM, IJR

Today

0.06%lowest, IJR

FundExpense ratioFee$10k

IJR0.06%$6

AFSM0.75%$75

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: AFSM, IJR

1.20%highest, IJR

FundTrailing yieldYield$10k

IJR1.20%$120

AFSM0.51%$51

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$114most kept, IJR

IJR$120 − $6 = $114

AFSM$51 − $75 = −$24

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: AFSM, IJR

Today

20.7%most shared, AFSM and IJR

AFSMIJR

AFSM—20.7%

IJR20.7%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+24.6%AFSM, at 17.3% volatility

IJRWorst drop−9.7%15.8% vol

AFSMWorst drop−9.6%17.3% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

IJRAFSM

+19.9%Year to date+21.4%

1.2%Yield0.5%

+22.7%Past year+24.6%

0.06%Fee0.75%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026