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$14,598AFSM · 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%0.53%+15.8%+17.5%+19.1%+7.9%−9.6%17.9%$133M1.4

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%1.00%+11.9%+13.0%+19.6%+5.0%−11.1%18.7%$75.4B1.6

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

End-of-day Nov 6, 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 · $133M$14,598

AFSM

IWM

iShares Russell 2000 ETF · $75.4B$12,766

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

AFSMMeasureIWM

+15.8%Year to dateJan 1 → Nov 6+11.9%

+17.5%1 yearTotal return+13.0%

+19.1%3 years · per year$10,000 became $16,877 · $17,100+19.6%

+7.9%5 years · per year$10,000 became $14,598 · $12,766+5.0%

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

0.53%Trailing 12-mo yield$53 · $100 a year on $10k1.00%

−9.6%Worst dropSmaller is better−11.1%

17.9%VolatilityLower is calmer18.7%

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

5–3AFSM wins

End-of-day Nov 6, 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

4.6%in top 5

IWM

in top 51.8%

AFSMStockIWM

1.0%ANFnot top 5

0.9%NHCnot top 5

0.9%PARRnot top 5

0.9%ECPGnot top 5

0.9%MATXnot top 5

not top 5GKOS0.4%

not top 5BTSG0.4%

not top 5UMBF0.3%

not top 5EAT0.3%

not top 5RHP0.3%

Held in common21.5%

End-of-day Nov 6, 2026 · share of each fund

AFSM vs IWM Returns, Every Period

First TrustAFSM

+7.9%

5 years, per year

IWMiShares

+5.0%

5 years, per year

AFSMIWMFaded: behind in that period

3–1AFSM wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

AFSM vs IWM

YTD

First TrustAFSM

+15.8%

IWMiShares

+11.9%

+15.8%Year to date+11.9%

−9.6%Worst drop · 1Y−11.1%

17.9%Volatility · 1Y18.7%

0.5%Yield1.0%

$133MAssets$75.4B

3–1AFSM wins

End-of-day Nov 6, 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 6, 2026 · fee on $10,000 a year

Yields: AFSM, IWM

1.00%highest, IWM

FundTrailing yieldYield$10k

IWM1.00%$100

AFSM0.53%$53

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$81most kept, IWM

IWM$100 − $19 = $81

AFSM$53 − $75 = −$22

KeptFee

End-of-day Nov 6, 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 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+17.5%AFSM, at 17.9% volatility

AFSMWorst drop−9.6%17.9% vol

IWMWorst drop−11.1%18.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IWMAFSM

+11.9%Year to date+15.8%

1.0%Yield0.5%

+13.0%Past year+17.5%

0.19%Fee0.75%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Two

IWM vs VB

YTD

iSharesIWM

+11.9%

VBVanguard

+11.8%

+11.9%Year to date+11.8%

1.0%Yield1.3%

$75.4BAssets$76.9B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026