Today
VOO+0.3%IVV+0.3%SPY+0.3%VTI+0.4%QQQ+1.4%VUG+0.9%VEA−0.4%IEFA−0.8%VTV−0.4%SPYM+0.3%VXUS+0.1%BND−0.1%VGT+1.4%IEMG+2.1%AGG−0.1%GLD−0.8%VWO+1.9%IJH+0.6%SCHD−0.7%SGOV+0.0%XLK+1.5%IWF+1.3%VIG−0.4%QQQM+1.3%RSP−0.4%IJR+0.1%VO−0.1%ITOT+0.4%DFAC+0.2%IWD−0.4%
End-of-day · FMP
The ETF TrackerBY WOLF
Portfolio

Compare · 3 funds side by side · dividends reinvested

AFSM, VUG and SCHD

AFSMFirst Trust×VUGVanguard×SCHDSchwab×
Versus in desk
$5k$7.5k$10k$12.5k$15k$17.5k$20kLow $8,959 · 2022SCHD$16,267VUG$16,124AFSM$14,598Oct 2021Nov 2026Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,267SCHD · best of the three
02 / 04

AFSM, VUG and SCHD, Ranked

Today
FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank
Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.3
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%$133M2.4
Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.4
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 · VUG 2004 · SCHD 2011
@TheETFTracker·theetftracker.com

Head to Head

Swap sidesVersus in desk

Head to Head

5Y
First Trust Active Factor Small Cap ETF · $133M$14,598
AFSM
VUG
Vanguard Morningstar Growth ETF · $233B$16,124

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

AFSMMeasureVUG
+15.8%Year to dateJan 1 → Nov 6+1.4%
+17.5%1 yearTotal return+0.2%
+19.1%3 years · per year$10,000 became $16,877 · $18,415+22.6%
+7.9%5 years · per year$10,000 became $14,598 · $16,124+10.0%
0.75%Expense ratio$75 · $3 a year on $10k · lower is better0.03%
0.53%Trailing 12-mo yield$53 · $42 a year on $10k0.42%
−9.6%Worst dropSmaller is better−15.1%
17.9%VolatilityLower is calmer19.0%
AFSMVUG Winner of the row, in its colourEach row: the bigger of the two fills its side
5–3AFSM wins
End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns
@TheETFTracker·theetftracker.com

More Ways to See the Pairs

AFSM vs VUG: Top 5 Holdings

Today
AFSM
4.6%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%
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
Held in common0.4%
End-of-day Nov 6, 2026 · share of each fund
@TheETFTracker·theetftracker.com

AFSM vs VUG Returns, Every Period

5Y
First TrustAFSM
+7.9%
5 years, per year
VUGVanguard
+10.0%
5 years, per year
0%+10%+20%+30%+15.8%+1.4%YTD+17.5%+0.2%1 year+19.1%+22.6%3 yrs · yr+7.9%+10.0%5 yrs · yr
AFSMVUGFaded: behind in that period
2–2Level
End-of-day Nov 6, 2026 · dividends in · faded = behind in that period
@TheETFTracker·theetftracker.com

Stocks vs Income: AFSM vs SCHD

YTD
First TrustAFSM
+15.8%
SCHDSchwab
+31.4%
Jan 1Nov 6+15.8%+31.4%
+15.8%Year to date+31.4%
−9.6%Worst drop · 1Y−6.9%
17.9%Volatility · 1Y11.7%
0.5%Yield3.0%
$133MAssets$120B
4–0SCHD wins
End-of-day Nov 6, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: AFSM, VUG, SCHD

Today
0.03%lowest, VUG
FundExpense ratioFee$10k
VUG0.03%$3
SCHD0.06%$6
AFSM0.75%$75
End-of-day Nov 6, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: AFSM, VUG, SCHD

1Y
3.00%highest, SCHD
FundTrailing yieldYield$10k
SCHD3.00%$300
AFSM0.53%$53
VUG0.42%$42
End-of-day Nov 6, 2026 · trailing 12-month yield
@TheETFTracker·theetftracker.com

Income After Fees on $10,000

1Y
$294most kept, SCHD
SCHD$300 − $6 = $294
VUG$42 − $3 = $39
AFSM$53 − $75 = −$22
KeptFee
End-of-day Nov 6, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: AFSM, VUG, SCHD

Today
0.8%most shared, VUG and SCHD
AFSMVUGSCHD
AFSM—0.4%0.6%
VUG0.4%—0.8%
SCHD0.6%0.8%—
End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 3 ETFs

1Y
+37.0%SCHD, at 11.7% volatility
0%+10%+20%+30%+40%+50%5%10%15%20%25%Volatility · 1 year → bumpierSCHD +37.0%AFSM +17.5%VUG +0.2%
SCHDWorst drop−6.9%11.7% 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
@TheETFTracker·theetftracker.com

Paid More vs Made More

YTD
SCHDAFSM
Jan 1Nov 6+31.4%+15.8%
+31.4%Year to date+15.8%
3.0%Yield0.5%
+37.0%Past year+17.5%
0.06%Fee0.75%
4–0SCHD wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

Popular Pairs Near These Three

SCHD vs VIG

YTD
SchwabSCHD
+31.4%
VIGVanguard
+12.1%
Jan 1Nov 6+31.4%+12.1%
+31.4%Year to date+12.1%
3.0%Yield1.5%
$120BAssets$109B
2–0SCHD wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

VUG vs SCHG

YTD
VanguardVUG
+1.4%
SCHGSchwab
+1.9%
Jan 1Nov 6+1.4%+1.9%
+1.4%Year to date+1.9%
0.03% · $3Fee · on $10k a year0.04% · $4
$233BAssets$59.1B
1–1level
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+3.2%
JEPIJ.P. Morgan
+5.3%
Jan 1Nov 6+3.2%+5.3%
+3.2%Year to date+5.3%
12.8%Yield8.1%
$42.6BAssets$46.8B
1–1level
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com
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