Compare · 2 funds side by side · dividends reinvested

VB and AFSM

VBVanguard×AFSMFirst Trust×

Versus in desk

02 / 04

IWD+0.0%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,699AFSM · best of the two

Story of the two · IncomeMost incomeVB · 1.24% · $124 a year on $10k

Story of the two · RiskSmallest drop

VB and AFSM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Small-Cap ETFUS Stock Styles · Small cap0.03%1.24%+14.8%+17.2%+17.8%+6.2%−9.0%16.3%$76.9B1.5

First Trust Active Factor Small Cap ETFUS Stock Styles · Small cap0.75%0.52%+19.4%+22.6%+18.6%+8.0%−9.6%18.1%$129M1.5

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

End-of-day Nov 10, 2026 · returns include dividends · since: VB 2004 · AFSM 2019

Head to Head

Swap sides Versus in desk

Head to Head

5Y

First Trust Active Factor Small Cap ETF · $129M$14,699

AFSM

VB

Vanguard Morningstar Small-Cap ETF · $76.9B$13,477

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

AFSMMeasureVB

+19.4%

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AFSM vs VB: Top 5 Holdings

Today

AFSM

4.5%in top 5

VB

in top 52.9%

AFSMStockVB

1.0%KNSAnot top 5

0.9%NHCnot top 5

0.9%ANFnot top 5

0.9%PARRnot top 5

0.9%ETONnot top 5

Cost, Income and Risk

Fees: VB, AFSM

Today

0.03%lowest, VB

FundExpense ratioFee$10k

VB0.03%$3

AFSM0.75%$75

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

Yields: VB, AFSM

1Y

1.24%highest, VB

FundTrailing yieldYield

Popular Pairs Near These Two

IWM vs VB

YTD

iSharesIWM

+14.8%

VBVanguard

+14.8%

+14.8%Year to date+14.8%

1.0%Yield1.2%

$77.9BAssets$76.9B

1–0VB wins

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

Year to dateJan 1 → Nov 10

+14.8%

+22.6%1 yearTotal return+17.2%

+18.6%3 years · per year$10,000 became $16,681 · $16,326+17.8%

+8.0%5 years · per year$10,000 became $14,699 · $13,477+6.2%

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

0.52%Trailing 12-mo yield$52 · $124 a year on $10k1.24%

−9.6%Worst dropSmaller is better−9.0%

18.1%VolatilityLower is calmer16.3%

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

4–4Level

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5NTRA0.7%

not top 5TWLO0.6%

not top 5RVMD0.5%

not top 5ILMN0.5%

not top 5P0.5%

Held in common9.6%

End-of-day Nov 10, 2026 · share of each fund

AFSM vs VB Returns, Every Period

5Y

First TrustAFSM

+8.0%

5 years, per year

VBVanguard

+6.2%

5 years, per year

AFSMVBFaded: behind in that period

4–0AFSM wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

AFSM vs VB

YTD

First TrustAFSM

+19.4%

VBVanguard

+14.8%

+19.4%Year to date+14.8%

−9.6%Worst drop · 1Y−9.0%

18.1%Volatility · 1Y16.3%

0.5%Yield1.2%

$129MAssets$76.9B

3–1VB wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

$10k

VB1.24%$124

AFSM0.52%$52

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$121most kept, VB

VB$124 − $3 = $121

AFSM$52 − $75 = −$23

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: VB, AFSM

Today

9.6%most shared, VB and AFSM

VBAFSM

VB—9.6%

AFSM9.6%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+22.6%AFSM, at 18.1% volatility

VBWorst drop−9.0%16.3% vol

AFSMWorst drop−9.6%18.1% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

VBAFSM

+14.8%Year to date+19.4%

1.2%Yield0.5%

+17.2%Past year+22.6%

0.03%Fee0.75%

2–2level

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

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VB and AFSM

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two