Compare · 3 funds side by side · dividends reinvested

AFSM, SFLO and IWF

AFSMFirst Trust×SFLOVictoryShares×IWFiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,892IWF · best of the three

02 / 04

AFSM, SFLO and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VictoryShares Small Cap Free Cash Flow ETFUS Stock Styles · Small cap0.53%0.88%+32.5%+39.6%[…][…]−8.2%17.6%$874M1.2

First Trust Active Factor Small Cap ETFUS Stock Styles · Small cap0.75%0.52%+19.3%+22.9%+19.5%+8.0%−9.6%18.1%$129M2.1

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$118B2.3

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

End-of-day Nov 9, 2026 · returns include dividends · since: AFSM 2019 · SFLO 2023 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Active Factor Small Cap ETF · $129M$14,677

AFSM

SFLO

VictoryShares Small Cap Free Cash Flow ETF · $874M[…]

$10,000 five years ago, dividends reinvested · they hold 15.0% in common

AFSMMeasureSFLO

+19.3%Year to dateJan 1 → Nov 9+32.5%

+22.9%1 yearTotal return+39.6%

+19.5%3 years · per year$10,000 became $17,061 · […][…]

+8.0%5 years · per year$10,000 became $14,677 · […][…]

0.75%Expense ratio$75 · $53 a year on $10k · lower is better0.53%

0.52%Trailing 12-mo yield$52 · $88 a year on $10k0.88%

−9.6%Worst dropSmaller is better−8.2%

18.1%VolatilityLower is calmer17.6%

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

0–6SFLO wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AFSM vs SFLO: Top 5 Holdings

Today

AFSM

4.6%in top 5

SFLO

in top 57.4%

AFSMStockSFLO

not top 5OSCR1.6%

not top 5GDDY1.6%

not top 5LYFT1.6%

not top 5PINS1.3%

not top 5CHRD1.3%

0.9%NHCnot top 5

0.9%KNSAnot top 5

0.9%PARRnot top 5

0.9%ANFnot top 5

0.9%MATXnot top 5

Held in common15.0%

End-of-day Nov 9, 2026 · share of each fund

AFSM vs SFLO Returns, Every Period

First TrustAFSM

+22.9%

past year

SFLOVictoryShares

+39.6%

past year

AFSMSFLOFaded: behind in that period

0–2SFLO wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

AFSM vs SFLO

YTD

First TrustAFSM

+19.3%

SFLOVictoryShares

+32.5%

+19.3%Year to date+32.5%

−9.6%Worst drop · 1Y−8.2%

18.1%Volatility · 1Y17.6%

0.5%Yield0.9%

$129MAssets$874M

4–0SFLO wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AFSM, SFLO, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

SFLO0.53%$53

AFSM0.75%$75

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: AFSM, SFLO, IWF

0.88%highest, SFLO

FundTrailing yieldYield$10k

SFLO0.88%$88

AFSM0.52%$52

IWF0.38%$38

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$35most kept, SFLO

SFLO$88 − $53 = $35

IWF$38 − $18 = $20

AFSM$52 − $75 = −$23

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: AFSM, SFLO, IWF

Today

15.0%most shared, AFSM and SFLO

AFSMSFLOIWF

AFSM—15.0%0.7%

SFLO15.0%—0.2%

IWF0.7%0.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+39.6%SFLO, at 17.6% volatility

SFLOWorst drop−8.2%17.6% vol

AFSMWorst drop−9.6%18.1% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SFLOAFSM

+32.5%Year to date+19.3%

0.9%Yield0.5%

+39.6%Past year+22.9%

0.53%Fee0.75%

4–0SFLO wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026