Compare · 2 funds side by side · dividends reinvested

SDVD and AFSM

SDVDFirst Trust×AFSMFirst Trust×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,156AFSM · best of the two

02 / 04

SDVD and AFSM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Active Factor Small Cap ETFUS Stock Styles · Small cap0.75%0.51%+20.3%+24.2%+21.5%+8.7%−9.6%17.3%$132M1.4

FT Vest SMID Rising Dividend Achievers Target Income ETFIncome · Premium income0.85%9.05%+13.0%+16.7%+18.9%[…]−8.9%14.0%$907M1.6

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

End-of-day Nov 3, 2026 · returns include dividends · since: SDVD 2023 · AFSM 2019

Head to Head

Swap sides Versus in desk

Head to Head

FT Vest SMID Rising Dividend Achievers Target Income ETF · $907M[…]

SDVD

AFSM

First Trust Active Factor Small Cap ETF · $132M$15,156

$10,000 five years ago, dividends reinvested · they hold 6.5% in common

SDVDMeasureAFSM

+13.0%Year to dateJan 1 → Nov 3+20.3%

+16.7%1 yearTotal return+24.2%

+18.9%3 years · per year$10,000 became $16,799 · $17,943+21.5%

[…]5 years · per year$10,000 became […] · $15,156+8.7%

0.85%Expense ratio$85 · $75 a year on $10k · lower is better0.75%

9.05%Trailing 12-mo yield$905 · $51 a year on $10k0.51%

−8.9%Worst dropSmaller is better−9.6%

14.0%VolatilityLower is calmer17.3%

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

3–4AFSM wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SDVD vs AFSM: Top 5 Holdings

Today

SDVD

5.3%in top 5

AFSM

in top 54.6%

SDVDStockAFSM

1.1%THGnot top 5

1.1%RGAnot top 5

1.1%WSMnot top 5

1.0%NHC0.9%

1.0%IPARnot top 5

not top 5PARR1.0%

not top 5ANF1.0%

not top 5MATX0.9%

not top 5KNSA0.9%

Held in common6.5%

End-of-day Nov 3, 2026 · share of each fund

SDVD vs AFSM Returns, Every Period

First TrustSDVD

+16.7%

past year

AFSMFirst Trust

+24.2%

past year

SDVDAFSMFaded: behind in that period

0–3AFSM wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Income vs Stocks: SDVD vs AFSM

YTD

First TrustSDVD

+13.0%

AFSMFirst Trust

+20.3%

+13.0%Year to date+20.3%

−8.9%Worst drop · 1Y−9.6%

14.0%Volatility · 1Y17.3%

9.1%Yield0.5%

$907MAssets$132M

3–1SDVD wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SDVD, AFSM

Today

0.75%lowest, AFSM

FundExpense ratioFee$10k

AFSM0.75%$75

SDVD0.85%$85

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: SDVD, AFSM

9.05%highest, SDVD

FundTrailing yieldYield$10k

SDVD9.05%$905

AFSM0.51%$51

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$820most kept, SDVD

SDVD$905 − $85 = $820

AFSM$51 − $75 = −$24

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: SDVD, AFSM

Today

6.5%most shared, SDVD and AFSM

SDVDAFSM

SDVD—6.5%

AFSM6.5%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+24.2%AFSM, at 17.3% volatility

SDVDWorst drop−8.9%14.0% vol

AFSMWorst drop−9.6%17.3% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

SDVDAFSM

+13.0%Year to date+20.3%

9.1%Yield0.5%

+16.7%Past year+24.2%

0.85%Fee0.75%

3–1AFSM wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026