Compare · 3 funds side by side · dividends reinvested

AFSM, VB and VUG

AFSMFirst Trust×VBVanguard×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,124VUG · best of the three

02 / 04

AFSM, VB and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Small-Cap ETFUS Stock Styles · Small cap0.03%1.28%+11.8%+14.0%+18.5%+6.0%−9.0%16.2%$76.9B1.8

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%$129M1.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.3

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

End-of-day Nov 6, 2026 · returns include dividends · since: AFSM 2019 · VB 2004 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Active Factor Small Cap ETF · $129M$14,598

AFSM

Vanguard Morningstar Small-Cap ETF · $76.9B$13,413

$10,000 five years ago, dividends reinvested · they hold 9.5% in common

AFSMMeasureVB

+15.8%Year to dateJan 1 → Nov 6+11.8%

+17.5%1 yearTotal return+14.0%

+19.1%3 years · per year$10,000 became $16,877 · $16,654+18.5%

+7.9%5 years · per year$10,000 became $14,598 · $13,413+6.0%

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

0.53%Trailing 12-mo yield$53 · $128 a year on $10k1.28%

−9.6%Worst dropSmaller is better−9.0%

17.9%VolatilityLower is calmer16.2%

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

4–4Level

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 VB: Top 5 Holdings

Today

AFSM

4.6%in top 5

in top 52.9%

AFSMStockVB

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 5NTRA0.7%

not top 5TWLO0.6%

not top 5RVMD0.5%

not top 5ILMN0.5%

not top 5P0.5%

Held in common9.5%

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

AFSM vs VB Returns, Every Period

First TrustAFSM

+7.9%

5 years, per year

VBVanguard

+6.0%

5 years, per year

AFSMVBFaded: behind in that period

4–0AFSM wins

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

AFSM vs VB

YTD

First TrustAFSM

+15.8%

VBVanguard

+11.8%

+15.8%Year to date+11.8%

−9.6%Worst drop · 1Y−9.0%

17.9%Volatility · 1Y16.2%

0.5%Yield1.3%

$129MAssets$76.9B

3–1VB wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AFSM, VB, VUG

Today

0.03%lowest, VB

FundExpense ratioFee$10k

VB0.03%$3

VUG0.03%$3

AFSM0.75%$75

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

Yields: AFSM, VB, VUG

1.28%highest, VB

FundTrailing yieldYield$10k

VB1.28%$128

AFSM0.53%$53

VUG0.42%$42

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

Income After Fees on $10,000

$125most kept, VB

VB$128 − $3 = $125

VUG$42 − $3 = $39

AFSM$53 − $75 = −$22

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: AFSM, VB, VUG

Today

9.5%most shared, AFSM and VB

AFSMVBVUG

AFSM—9.5%0.4%

VB9.5%—0.4%

VUG0.4%0.4%—

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

Return vs Bumpiness: 3 ETFs

+17.5%AFSM, at 17.9% volatility

VBWorst drop−9.0%16.2% vol

AFSMWorst drop−9.6%17.9% vol

VUGWorst drop−15.1%19.0% vol

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

Paid More vs Made More

YTD

VBAFSM

+11.8%Year to date+15.8%

1.3%Yield0.5%

+14.0%Past year+17.5%

0.03%Fee0.75%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

IWM vs VB

YTD

iSharesIWM

+11.9%

VBVanguard

+11.8%

+11.9%Year to date+11.8%

1.0%Yield1.3%

$76.6BAssets$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