Compare · 2 funds side by side · dividends reinvested

AFSM and VBR

AFSMFirst Trust×VBRVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,849VBR · best of the two

02 / 04

AFSM and VBR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Small-Cap Value ETFUS Stock Styles · Small cap0.05%1.77%+19.4%+23.4%+20.8%+9.6%−8.9%13.9%$35.1B1.4

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%$132M1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: AFSM 2019 · VBR 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

AFSM

VBR

Vanguard Morningstar Small-Cap Value ETF · $35.1B$15,849

$10,000 five years ago, dividends reinvested · they hold 7.9% in common

AFSMMeasureVBR

+21.4%Year to dateJan 1 → Nov 4+19.4%

+24.6%1 yearTotal return+23.4%

+21.7%3 years · per year$10,000 became $18,012 · $17,630+20.8%

+9.3%5 years · per year$10,000 became $15,621 · $15,849+9.6%

0.75%Expense ratio$75 · $5 a year on $10k · lower is better0.05%

0.51%Trailing 12-mo yield$51 · $177 a year on $10k1.77%

−9.6%Worst dropSmaller is better−8.9%

17.3%VolatilityLower is calmer13.9%

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

3–5VBR wins

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 VBR: Top 5 Holdings

Today

AFSM

4.5%in top 5

VBR

in top 53.3%

AFSMStockVBR

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 5MRNA0.8%

not top 5JBL0.7%

not top 5WSM0.6%

not top 5ATO0.6%

not top 5FFIV0.6%

Held in common7.9%

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

AFSM vs VBR Returns, Every Period

First TrustAFSM

+9.3%

5 years, per year

VBRVanguard

+9.6%

5 years, per year

AFSMVBRFaded: behind in that period

3–1AFSM wins

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

AFSM vs VBR

YTD

First TrustAFSM

+21.4%

VBRVanguard

+19.4%

+21.4%Year to date+19.4%

−9.6%Worst drop · 1Y−8.9%

17.3%Volatility · 1Y13.9%

0.5%Yield1.8%

$132MAssets$35.1B

3–1VBR wins

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

Cost, Income and Risk

Fees: AFSM, VBR

Today

0.05%lowest, VBR

FundExpense ratioFee$10k

VBR0.05%$5

AFSM0.75%$75

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

Yields: AFSM, VBR

1.77%highest, VBR

FundTrailing yieldYield$10k

VBR1.77%$177

AFSM0.51%$51

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

Income After Fees on $10,000

$172most kept, VBR

VBR$177 − $5 = $172

AFSM$51 − $75 = −$24

KeptFee

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

Overlap: AFSM, VBR

Today

7.9%most shared, AFSM and VBR

AFSMVBR

AFSM—7.9%

VBR7.9%—

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

VBRWorst drop−8.9%13.9% 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

VBRAFSM

+19.4%Year to date+21.4%

1.8%Yield0.5%

+23.4%Past year+24.6%

0.05%Fee0.75%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026