Compare · 2 funds side by side · dividends reinvested

AFSM and VUG

AFSMFirst Trust×VUGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,153VUG · best of the two

02 / 04

AFSM and VUG, 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%$132M1.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B1.6

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 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

AFSM

VUG

Vanguard Morningstar Growth ETF · $233B$17,153

$10,000 five years ago, dividends reinvested · they hold 0.4% in common

AFSMMeasureVUG

+21.4%Year to dateJan 1 → Nov 4+6.3%

+24.6%1 yearTotal return+3.4%

+21.7%3 years · per year$10,000 became $18,012 · $19,712+25.4%

+9.3%5 years · per year$10,000 became $15,621 · $17,153+11.4%

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

0.51%Trailing 12-mo yield$51 · $40 a year on $10k0.40%

−9.6%Worst dropSmaller is better−16.1%

17.3%VolatilityLower is calmer18.2%

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

5–3AFSM 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 VUG: Top 5 Holdings

Today

AFSM

4.5%in top 5

VUG

in top 545.2%

AFSMStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO4.3%

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

Held in common0.4%

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

AFSM vs VUG Returns, Every Period

First TrustAFSM

+9.3%

5 years, per year

VUGVanguard

+11.4%

5 years, per year

AFSMVUGFaded: behind in that period

2–2Level

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

AFSM vs VUG

YTD

First TrustAFSM

+21.4%

VUGVanguard

+6.3%

+21.4%Year to date+6.3%

−9.6%Worst drop · 1Y−16.1%

17.3%Volatility · 1Y18.2%

0.5%Yield0.4%

$132MAssets$233B

4–0AFSM wins

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

Cost, Income and Risk

Fees: AFSM, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

AFSM0.75%$75

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

Yields: AFSM, VUG

0.51%highest, AFSM

FundTrailing yieldYield$10k

AFSM0.51%$51

VUG0.40%$40

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

Income After Fees on $10,000

$37most kept, VUG

VUG$40 − $3 = $37

AFSM$51 − $75 = −$24

KeptFee

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

Overlap: AFSM, VUG

Today

0.4%most shared, AFSM and VUG

AFSMVUG

AFSM—0.4%

VUG0.4%—

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

AFSMWorst drop−9.6%17.3% vol

VUGWorst drop−16.1%18.2% vol

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

Paid More vs Made More

YTD

AFSMVUG

+21.4%Year to date+6.3%

0.5%Yield0.4%

+24.6%Past year+3.4%

0.75%Fee0.03%

3–1AFSM wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

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%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026