Compare · 2 funds side by side · dividends reinvested

AFSM and IWM

AFSMFirst Trust×IWMiShares×

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 IWM, 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%$132M1.3

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.96%+16.2%+16.9%+21.6%+6.2%−11.1%18.2%$75.8B1.8

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 · IWM 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

AFSM

IWM

iShares Russell 2000 ETF · $75.8B$13,509

$10,000 five years ago, dividends reinvested · they hold 21.5% in common

AFSMMeasureIWM

+21.4%Year to dateJan 1 → Nov 4+16.2%

+24.6%1 yearTotal return+16.9%

+21.7%3 years · per year$10,000 became $18,012 · $18,002+21.6%

+9.3%5 years · per year$10,000 became $15,621 · $13,509+6.2%

0.75%Expense ratio$75 · $19 a year on $10k · lower is better0.19%

0.51%Trailing 12-mo yield$51 · $96 a year on $10k0.96%

−9.6%Worst dropSmaller is better−11.1%

17.3%VolatilityLower is calmer18.2%

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

6–2AFSM 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 IWM: Top 5 Holdings

Today

AFSM

4.5%in top 5

IWM

in top 51.9%

AFSMStockIWM

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 5GKOS0.5%

not top 5BTSG0.4%

not top 5MOG-A0.3%

not top 5UMBF0.3%

not top 5VSAT0.3%

Held in common21.5%

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

AFSM vs IWM Returns, Every Period

First TrustAFSM

+9.3%

5 years, per year

IWMiShares

+6.2%

5 years, per year

AFSMIWMFaded: behind in that period

4–0AFSM wins

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

AFSM vs IWM

YTD

First TrustAFSM

+21.4%

IWMiShares

+16.2%

+21.4%Year to date+16.2%

−9.6%Worst drop · 1Y−11.1%

17.3%Volatility · 1Y18.2%

0.5%Yield1.0%

$132MAssets$75.8B

3–1AFSM wins

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

Cost, Income and Risk

Fees: AFSM, IWM

Today

0.19%lowest, IWM

FundExpense ratioFee$10k

IWM0.19%$19

AFSM0.75%$75

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

Yields: AFSM, IWM

0.96%highest, IWM

FundTrailing yieldYield$10k

IWM0.96%$96

AFSM0.51%$51

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

Income After Fees on $10,000

$77most kept, IWM

IWM$96 − $19 = $77

AFSM$51 − $75 = −$24

KeptFee

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

Overlap: AFSM, IWM

Today

21.5%most shared, AFSM and IWM

AFSMIWM

AFSM—21.5%

IWM21.5%—

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

AFSMWorst drop−9.6%17.3% vol

IWMWorst drop−11.1%18.2% vol

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

Paid More vs Made More

YTD

IWMAFSM

+16.2%Year to date+21.4%

1.0%Yield0.5%

+16.9%Past year+24.6%

0.19%Fee0.75%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

IWM vs VB

YTD

iSharesIWM

+16.2%

VBVanguard

+15.8%

+16.2%Year to date+15.8%

1.0%Yield1.2%

$75.8BAssets$76.9B

1–1level

End-of-day Nov 4, 2026

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