Compare · 3 funds side by side · dividends reinvested

VB, AFSM and VUG

VBVanguard×AFSMFirst Trust×VUGVanguard×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,326VUG · best of the three

Story of the three · IncomeMost incomeVB · 1.25% · $125 a year on $10k

Story of the three · RiskSmallest drop

VB, AFSM and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Small-Cap ETFUS Stock Styles · Small cap0.03%1.25%+14.1%+15.6%+18.0%+5.9%−9.0%16.4%$76.9B1.8

First Trust Active Factor Small Cap ETFUS Stock Styles · Small cap0.75%0.52%+19.5%+21.4%+19.4%+7.5%−9.6%18.1%$135M1.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.9%+3.5%+22.1%+10.3%−15.1%19.1%$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 12, 2026 · returns include dividends · since: VB 2004 · AFSM 2019 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Vanguard Morningstar Small-Cap ETF · $76.9B$13,289

VB

AFSM

First Trust Active Factor Small Cap ETF · $135M$14,330

$10,000 five years ago, dividends reinvested · they hold 9.6% in common

VBMeasure

More Ways to See the Pairs

VB vs AFSM: Top 5 Holdings

Today

VB

2.9%in top 5

AFSM

in top 54.5%

VBStockAFSM

not top 5ETON0.9%

not top 5PARR0.9%

not top 5KNSA0.9%

not top 5NHC0.9%

not top 5ANF0.9%

Cost, Income and Risk

Fees: VB, AFSM, VUG

Today

0.03%lowest, VB

FundExpense ratioFee$10k

VB0.03%$3

VUG0.03%$3

AFSM0.75%$75

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: VB, AFSM, VUG

1Y

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.9%

SCHGSchwab

+5.6%

+4.9%Year to date+5.6%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 12, 2026

IWM vs VB

YTD

iSharesIWM

+13.9%

VBVanguard

+14.1%

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

AFSM

+14.1%Year to dateJan 1 → Nov 12+19.5%

+15.6%1 yearTotal return+21.4%

+18.0%3 years · per year$10,000 became $16,444 · $17,022+19.4%

+5.9%5 years · per year$10,000 became $13,289 · $14,330+7.5%

0.03%Expense ratio$3 · $75 a year on $10k · lower is better0.75%

1.25%Trailing 12-mo yield$125 · $52 a year on $10k0.52%

−9.0%Worst dropSmaller is better−9.6%

16.4%VolatilityLower is calmer18.1%

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

4–4Level

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.7%NTRAnot top 5

0.6%TWLOnot top 5

0.5%RVMDnot top 5

0.5%ILMNnot top 5

0.5%Pnot top 5

Held in common9.6%

End-of-day Nov 12, 2026 · share of each fund

VB vs AFSM Returns, Every Period

5Y

VanguardVB

+5.9%

5 years, per year

AFSMFirst Trust

+7.5%

5 years, per year

VBAFSMFaded: behind in that period

0–4AFSM wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

VB vs AFSM

YTD

VanguardVB

+14.1%

AFSMFirst Trust

+19.5%

+14.1%Year to date+19.5%

−9.0%Worst drop · 1Y−9.6%

16.4%Volatility · 1Y18.1%

1.3%Yield0.5%

$76.9BAssets$135M

3–1VB wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1.25%highest, VB

FundTrailing yieldYield$10k

VB1.25%$125

AFSM0.52%$52

VUG0.41%$41

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

Income After Fees on $10,000

1Y

$122most kept, VB

VB$125 − $3 = $122

VUG$41 − $3 = $38

AFSM$52 − $75 = −$23

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: VB, AFSM, VUG

Today

9.6%most shared, VB and AFSM

VBAFSMVUG

VB—9.6%0.4%

AFSM9.6%—0.4%

VUG0.4%0.4%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+21.4%AFSM, at 18.1% volatility

VBWorst drop−9.0%16.4% vol

AFSMWorst drop−9.6%18.1% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

VBAFSM

+14.1%Year to date+19.5%

1.3%Yield0.5%

+15.6%Past year+21.4%

0.03%Fee0.75%

2–2level

End-of-day Nov 12, 2026

+13.9%Year to date+14.1%

1.0%Yield1.3%

$78.1BAssets$76.9B

2–0VB wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

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VB, AFSM and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three