AFDM vs IXUS

AAFDM

BIXUS

Measures won5–1AFDM wins · of 6 · 5Y

$10,000 · 5Y$16,384VT · AFDM $15,184

Lowest cost0.05%VXUS · $5 on $10k

Most income3.42%AFDM · $342 on $10k

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

Held in common15.7%AFDM and IXUS

AFDM

IXUS

First Trust Active Factor International ETF · $147MiShares Core MSCI Total International Stock ETF · $58.4B

+23.6%3 years · per year$18,879 · $17,865+21.3%

+8.7%5 years · per year$15,183 · $14,984+8.4%

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

3.42%12-mo yield$342 · $298 on $10k2.98%

−10.2%Worst dropSmaller wins−11.4%

15.0%VolatilityLower wins17.5%

5–1AFDM wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsAFDM · IXUS

1.9%ASML.AS1.5%

1.3%SHEL.L0.7%

1.3%NOVN.SW0.7%

0.6%HSBA.L0.7%

Held in common15.7%

End-of-day Nov 4, 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	VT	Vanguard Total World Stock ETFRead Desk	0.06%	1.53%	+1.7%	+12.8%	+14.0%	+22.8%	+10.4%	−9.7%	$81.8B
2	AAFDM	First Trust Active Factor International ETFRead Desk	0.80%	3.42%	+2.6%	+15.3%	+22.6%	+23.6%	+8.7%	−10.2%	$147M
3	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.37%	+2.0%	+12.0%	+15.0%	+21.0%	+8.5%	−11.3%	$163.2B
4	BIXUS	iShares Core MSCI Total International Stock ETFRead Desk	0.07%	2.98%	+2.0%	+12.4%	+15.2%	+21.3%	+8.4%	−11.4%	$58.4B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	VT	Vanguard Total World Stock ETFRead Desk	0.06%	1.53%	+1.7%	+12.8%	+14.0%	+22.8%	+10.4%	−9.7%	$81.8B
2	AAFDM	First Trust Active Factor International ETFRead Desk	0.80%	3.42%	+2.6%	+15.3%	+22.6%	+23.6%	+8.7%	−10.2%	$147M
3	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.37%	+2.0%	+12.0%	+15.0%	+21.0%	+8.5%	−11.3%	$163.2B
4	BIXUS	iShares Core MSCI Total International Stock ETFRead Desk	0.07%	2.98%	+2.0%	+12.4%	+15.2%	+21.3%	+8.4%	−11.4%	$58.4B

End-of-day Nov 4, 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

$15,183

IXUS

iShares Core MSCI Total International Stock

$14,984

MeasureAFDMIXUS

Fee0.80%0.07%

Cost on $10k a year$80$7

Yield3.42%2.98%

5 years, per year+8.7%+8.4%

3 years, per year+23.6%+21.3%

Worst drop · 1Y−10.2%−11.4%

Volatility · 1Y15.0%17.5%

5–1measures won
AFDM first

15.7%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: AFDM, IXUS, VXUS, VT

Today

77.8%most shared, IXUS and VXUS

AFDMIXUSVXUSVT

AFDM—15.7%14.6%5.9%

IXUS15.7%—77.8%29.0%

VXUS14.6%77.8%—29.9%

VT5.9%29.0%29.9%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$291most kept, IXUS

IXUS$298 − $7 = $291

AFDM$342 − $80 = $262

VXUS$237 − $5 = $232

VT$153 − $6 = $147

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee