Compare · 2 funds side by side · dividends reinvested

AFSM and IWM

AFSMFirst Trust×IWMiShares×

Versus in desk

02 / 04

IWD−0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,330AFSM · best of the two

Story of the two · IncomeMost incomeIWM · 0.98% · $98 a year on $10k

Story of the two · RiskSmallest drop

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%0.52%+19.5%+21.4%+19.4%+7.5%−9.6%18.1%$135M1.3

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.98%+13.9%+15.2%+18.8%+4.4%−11.1%18.9%$78.1B1.8

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

End-of-day Nov 12, 2026 · returns include dividends · since: AFSM 2019 · IWM 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Russell 2000 ETF · $78.1B$12,417

IWM

AFSM

First Trust Active Factor Small Cap ETF · $135M$14,330

$10,000 five years ago, dividends reinvested · they hold 21.6% in common

IWMMeasureAFSM

+13.9%

More Ways to See the Pairs

IWM vs AFSM: Top 5 Holdings

Today

IWM

1.9%in top 5

AFSM

in top 54.5%

IWMStockAFSM

not top 5ETON0.9%

not top 5PARR0.9%

not top 5KNSA0.9%

not top 5NHC0.9%

not top 5ANF0.9%

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 12, 2026 · fee on $10,000 a year

Yields: AFSM, IWM

1Y

0.98%highest, IWM

FundTrailing yieldYield

Popular Pairs Near These Two

IWM vs VB

YTD

iSharesIWM

+13.9%

VBVanguard

+14.1%

+13.9%Year to date+14.1%

1.0%Yield1.3%

$78.1BAssets$76.9B

2–0VB wins

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

Year to dateJan 1 → Nov 12

+19.5%

+15.2%1 yearTotal return+21.4%

+18.8%3 years · per year$10,000 became $16,765 · $17,022+19.4%

+4.4%5 years · per year$10,000 became $12,417 · $14,330+7.5%

0.19%Expense ratio$19 · $75 a year on $10k · lower is better0.75%

0.98%Trailing 12-mo yield$98 · $52 a year on $10k0.52%

−11.1%Worst dropSmaller is better−9.6%

18.9%VolatilityLower is calmer18.1%

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

2–6AFSM wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.5%GKOSnot top 5

0.4%BTSGnot top 5

0.4%FROGnot top 5

0.3%MOG-Anot top 5

0.3%UMBFnot top 5

Held in common21.6%

End-of-day Nov 12, 2026 · share of each fund

IWM vs AFSM Returns, Every Period

5Y

iSharesIWM

+4.4%

5 years, per year

AFSMFirst Trust

+7.5%

5 years, per year

IWMAFSMFaded: behind in that period

0–4AFSM wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

IWM vs AFSM

YTD

iSharesIWM

+13.9%

AFSMFirst Trust

+19.5%

+13.9%Year to date+19.5%

−11.1%Worst drop · 1Y−9.6%

18.9%Volatility · 1Y18.1%

1.0%Yield0.5%

$78.1BAssets$135M

3–1AFSM wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

$10k

IWM0.98%$98

AFSM0.52%$52

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

Income After Fees on $10,000

1Y

$79most kept, IWM

IWM$98 − $19 = $79

AFSM$52 − $75 = −$23

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: AFSM, IWM

Today

21.6%most shared, AFSM and IWM

AFSMIWM

AFSM—21.6%

IWM21.6%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+21.4%AFSM, at 18.1% volatility

AFSMWorst drop−9.6%18.1% vol

IWMWorst drop−11.1%18.9% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

IWMAFSM

+13.9%Year to date+19.5%

1.0%Yield0.5%

+15.2%Past year+21.4%

0.19%Fee0.75%

2–2level

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

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AFSM and IWM

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two