AFDM vs EXUS

AAFDM

BEXUS

Measures won3–1AFDM wins · of 6 · 5Y

$10,000 · 5Y$15,957VT · AFDM $14,875

Lowest cost0.06%VT · $6 on $10k

Most income3.47%AFDM · $347 on $10k

Smallest drop−9.7%VT · worst fall in 1Y

Held in common6.8%AFDM and EXUS

AFDM

EXUS

First Trust Active Factor International ETF · $145MNomura Focused International Core ETF · $88M

+21.3%3 years · per year$17,863 · […][…]

+8.3%5 years · per year$14,875 · […][…]

0.80%Expense ratio$80 · $59 on $10k · lower wins0.59%

3.47%12-mo yield$347 · $3 on $10k0.03%

−10.2%Worst dropSmaller wins−15.3%

15.5%VolatilityLower wins20.8%

3–1AFDM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAFDM · EXUS

1.8%ASML.AS3.1%

1.6%BARC.L3.3%

0.9%BP1.1%

0.9%BBVA.MC3.1%

Held in common6.8%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	VT	Vanguard Total World Stock ETFRead Desk	0.06%	1.55%	+2.6%	+11.3%	+14.3%	+20.9%	+9.8%	−9.7%	$81.8B
2	AAFDM	First Trust Active Factor International ETFRead Desk	0.80%	3.47%	+2.4%	+13.5%	+19.2%	+21.3%	+8.3%	−10.2%	$145M
3	BEXUS	Nomura Focused International Core ETFRead Desk	0.59%	0.03%	+3.1%	+1.6%	+2.4%	new	new	−15.3%	$88M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VT	Vanguard Total World Stock ETFRead Desk	0.06%	1.55%	+2.6%	+11.3%	+14.3%	+20.9%	+9.8%	−9.7%	$81.8B
2	AAFDM	First Trust Active Factor International ETFRead Desk	0.80%	3.47%	+2.4%	+13.5%	+19.2%	+21.3%	+8.3%	−10.2%	$145M
3	BEXUS	Nomura Focused International Core ETFRead Desk	0.59%	0.03%	+3.1%	+1.6%	+2.4%	new	new	−15.3%	$88M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

AFDM vs EXUS

AFDM

First Trust Active Factor International

$14,875

EXUS

Nomura Focused International Core

[…]

MeasureAFDMEXUS

Fee0.80%0.59%

Cost on $10k a year$80$59

Yield3.47%0.03%

5 years, per year+8.3%[…]

3 years, per year+21.3%[…]

Worst drop · 1Y−10.2%−15.3%

Volatility · 1Y15.5%20.8%

3–1measures won
AFDM first

6.8%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: AFDM, EXUS, VT

Today

6.8%most shared, AFDM and EXUS

AFDMEXUSVT

AFDM—6.8%5.9%

EXUS6.8%—4.8%

VT5.9%4.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$267most kept, AFDM

AFDM$347 − $80 = $267

VT$155 − $6 = $149

EXUS$3 − $59 = −$56

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee