Compare · 2 funds side by side · dividends reinvested

AFSM and VB

AFSMFirst Trust×VBVanguard×

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 VB, 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%$132M1.5

Vanguard Morningstar Small-Cap ETFUS Stock Styles · Small cap0.03%1.23%+15.8%+17.9%+20.5%+7.1%−9.0%15.7%$76.9B1.5

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 · VB 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

AFSM

Vanguard Morningstar Small-Cap ETF · $76.9B$14,105

$10,000 five years ago, dividends reinvested · they hold 9.7% in common

AFSMMeasureVB

+21.4%Year to dateJan 1 → Nov 4+15.8%

+24.6%1 yearTotal return+17.9%

+21.7%3 years · per year$10,000 became $18,012 · $17,489+20.5%

+9.3%5 years · per year$10,000 became $15,621 · $14,105+7.1%

0.75%Expense ratio$75 · $3 a year on $10k · lower is better0.03%

0.51%Trailing 12-mo yield$51 · $123 a year on $10k1.23%

−9.6%Worst dropSmaller is better−9.0%

17.3%VolatilityLower is calmer15.7%

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

4–4Level

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 VB: Top 5 Holdings

Today

AFSM

4.5%in top 5

in top 52.9%

AFSMStockVB

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 5NTRA0.7%

not top 5TWLO0.6%

not top 5RVMD0.5%

not top 5ILMN0.5%

not top 5P0.5%

Held in common9.7%

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

AFSM vs VB Returns, Every Period

First TrustAFSM

+9.3%

5 years, per year

VBVanguard

+7.1%

5 years, per year

AFSMVBFaded: behind in that period

4–0AFSM wins

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

AFSM vs VB

YTD

First TrustAFSM

+21.4%

VBVanguard

+15.8%

+21.4%Year to date+15.8%

−9.6%Worst drop · 1Y−9.0%

17.3%Volatility · 1Y15.7%

0.5%Yield1.2%

$132MAssets$76.9B

3–1VB wins

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

Cost, Income and Risk

Fees: AFSM, VB

Today

0.03%lowest, VB

FundExpense ratioFee$10k

VB0.03%$3

AFSM0.75%$75

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

Yields: AFSM, VB

1.23%highest, VB

FundTrailing yieldYield$10k

VB1.23%$123

AFSM0.51%$51

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

Income After Fees on $10,000

$120most kept, VB

VB$123 − $3 = $120

AFSM$51 − $75 = −$24

KeptFee

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

Overlap: AFSM, VB

Today

9.7%most shared, AFSM and VB

AFSMVB

AFSM—9.7%

VB9.7%—

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

VBWorst drop−9.0%15.7% vol

AFSMWorst drop−9.6%17.3% vol

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

Paid More vs Made More

YTD

VBAFSM

+15.8%Year to date+21.4%

1.2%Yield0.5%

+17.9%Past year+24.6%

0.03%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