Compare · 3 funds side by side · dividends reinvested

AFSM, IWF and VO

AFSMFirst Trust×IWFiShares×VOVanguard×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,699IWF · best of the three

Story of the three · IncomeMost incomeVO · 1.35% · $135 a year on $10k

Story of the three · RiskSmallest drop

AFSM, IWF and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+14.4%+18.0%+6.7%−8.2%13.0%$103B1.8

First Trust Active Factor Small Cap ETFUS Stock Styles · Small cap0.75%0.52%+19.4%+22.6%+18.6%+8.0%−9.6%18.1%$133M1.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−3.4%−2.9%+19.1%+9.4%−14.6%19.5%$117B2.4

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

End-of-day Nov 10, 2026 · returns include dividends · since: AFSM 2019 · IWF 2000 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

First Trust Active Factor Small Cap ETF · $133M$14,699

AFSM

IWF

iShares Russell 1000 Growth ETF · $117B$15,699

$10,000 five years ago, dividends reinvested · they hold 0.8% in common

AFSMMeasure

More Ways to See the Pairs

AFSM vs IWF: Top 5 Holdings

Today

AFSM

4.5%in top 5

IWF

in top 538.7%

AFSMStockIWF

not top 5NVDA13.3%

not top 5AAPL8.8%

not top 5MSFT6.5%

not top 5GOOGL5.4%

not top 5AVGO

Cost, Income and Risk

Fees: AFSM, IWF, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IWF0.18%$18

AFSM0.75%$75

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

Yields: AFSM, IWF, VO

1Y

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

+3.4%Year to date+4.1%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.0B

1–1level

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

IWF

+19.4%Year to dateJan 1 → Nov 10−3.4%

+22.6%1 yearTotal return−2.9%

+18.6%3 years · per year$10,000 became $16,681 · $16,897+19.1%

+8.0%5 years · per year$10,000 became $14,699 · $15,699+9.4%

0.75%Expense ratio$75 · $18 a year on $10k · lower is better0.18%

0.52%Trailing 12-mo yield$52 · $38 a year on $10k0.38%

−9.6%Worst dropSmaller is better−14.6%

18.1%VolatilityLower is calmer19.5%

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

5–3AFSM wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.8%

1.0%KNSAnot top 5

0.9%NHCnot top 5

0.9%ANFnot top 5

0.9%PARRnot top 5

0.9%ETONnot top 5

Held in common0.8%

End-of-day Nov 10, 2026 · share of each fund

AFSM vs IWF Returns, Every Period

5Y

First TrustAFSM

+8.0%

5 years, per year

IWFiShares

+9.4%

5 years, per year

AFSMIWFFaded: behind in that period

2–2Level

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

AFSM vs VO

YTD

First TrustAFSM

+19.4%

VOVanguard

+13.6%

+19.4%Year to date+13.6%

−9.6%Worst drop · 1Y−8.2%

18.1%Volatility · 1Y13.0%

0.5%Yield1.4%

$133MAssets$103B

3–1VO wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

AFSM0.52%$52

IWF0.38%$38

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$132most kept, VO

VO$135 − $3 = $132

IWF$38 − $18 = $20

AFSM$52 − $75 = −$23

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: AFSM, IWF, VO

Today

9.3%most shared, IWF and VO

AFSMIWFVO

AFSM—0.8%0.8%

IWF0.8%—9.3%

VO0.8%9.3%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+22.6%AFSM, at 18.1% volatility

VOWorst drop−8.2%13.0% vol

AFSMWorst drop−9.6%18.1% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

VOAFSM

+13.6%Year to date+19.4%

1.4%Yield0.5%

+14.4%Past year+22.6%

0.03%Fee0.75%

2–2level

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

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AFSM, IWF and VO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three