AFDM vs IXUS

AAFDM

BIXUS

Measures won5–1AFDM wins · of 6 · 5Y

$10,000 · 5Y$14,591IEFA · AFDM $14,561

Lowest cost0.05%VXUS · $5 on $10k

Most income3.55%AFDM · $355 on $10k

Smallest drop−10.2%AFDM · worst fall in 1Y

Held in common15.6%AFDM and IXUS

AFDM

IXUS

First Trust Active Factor International ETF · $151MiShares Core MSCI Total International Stock ETF · $56.4B

+20.7%3 years · per year$17,568 · $17,187+19.8%

+7.8%5 years · per year$14,561 · $14,321+7.4%

0.80%Expense ratio$80 · $7 on $10k · lower wins0.07%

3.55%12-mo yield$355 · $310 on $10k3.10%

−10.2%Worst dropSmaller wins−11.4%

15.3%VolatilityLower wins17.9%

5–1AFDM wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsAFDM · IXUS

1.7%ASML.AS1.3%

1.3%NOVN.SW0.7%

1.2%SHEL.L0.7%

0.7%HSBA.L0.7%

Held in common15.6%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	IEFA	iShares Core MSCI EAFE ETFRead Desk	0.07%	3.47%	−0.8%	+7.7%	+11.9%	+18.5%	+7.8%	−11.5%	$188.8B
2	AAFDM	First Trust Active Factor International ETFRead Desk	0.80%	3.55%	−1.1%	+10.9%	+16.9%	+20.7%	+7.8%	−10.2%	$151M
3	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.45%	+0.1%	+8.1%	+11.6%	+19.2%	+7.7%	−11.3%	$163.2B
4	BIXUS	iShares Core MSCI Total International Stock ETFRead Desk	0.07%	3.10%	−3.7%	+8.2%	+12.4%	+19.8%	+7.4%	−11.4%	$56.4B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	IEFA	iShares Core MSCI EAFE ETFRead Desk	0.07%	3.47%	−0.8%	+7.7%	+11.9%	+18.5%	+7.8%	−11.5%	$188.8B
2	AAFDM	First Trust Active Factor International ETFRead Desk	0.80%	3.55%	−1.1%	+10.9%	+16.9%	+20.7%	+7.8%	−10.2%	$151M
3	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.45%	+0.1%	+8.1%	+11.6%	+19.2%	+7.7%	−11.3%	$163.2B
4	BIXUS	iShares Core MSCI Total International Stock ETFRead Desk	0.07%	3.10%	−3.7%	+8.2%	+12.4%	+19.8%	+7.4%	−11.4%	$56.4B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

AFDM vs IXUS

AFDM

First Trust Active Factor International

$14,561

IXUS

iShares Core MSCI Total International Stock

$14,322

MeasureAFDMIXUS

Fee0.80%0.07%

Cost on $10k a year$80$7

Yield3.55%3.10%

5 years, per year+7.8%+7.4%

3 years, per year+20.7%+19.8%

Worst drop · 1Y−10.2%−11.4%

Volatility · 1Y15.3%17.9%

5–1measures won
AFDM first

15.6%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VEA vs IEFA

YTD

VanguardVEA

+9.7%

IEFAiShares

+7.7%

+9.7%Year to date+7.7%

2.5%Yield3.5%

$232BAssets$189B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+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

Overlap: AFDM, IXUS, VXUS, IEFA

Today

76.8%most shared, IXUS and VXUS

AFDMIXUSVXUSIEFA

AFDM—15.6%14.6%23.0%

IXUS15.6%—76.8%56.6%

VXUS14.6%76.8%—50.0%

IEFA23.0%56.6%50.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$340most kept, IEFA

IEFA$347 − $7 = $340

IXUS$310 − $7 = $303

AFDM$355 − $80 = $275

VXUS$245 − $5 = $240

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee