AFDM vs SPYM

AAFDM

BSPYM

Measures won1–5SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,192SPYM · VTI $16,375

Lowest cost0.02%SPYM · $2 on $10k

Most income3.55%AFDM · $355 on $10k

Smallest drop−8.9%SPYM · worst fall in 1Y

Held in common0.0%AFDM and SPYM

AFDM

SPYM

First Trust Active Factor International ETF · $145MState Street SPDR Portfolio S&P 500 ETF · $178B

+20.7%3 years · per year$17,568 · $18,082+21.8%

+7.8%5 years · per year$14,561 · $17,192+11.4%

0.80%Expense ratio$80 · $2 on $10k · lower wins0.02%

3.55%12-mo yield$355 · $105 on $10k1.05%

−10.2%Worst dropSmaller wins−8.9%

15.3%VolatilityLower wins13.6%

1–5SPYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAFDM · SPYM

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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 Three

5Y3 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$177.9B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B
3	AAFDM	First Trust Active Factor International ETFRead Desk	0.80%	3.55%	−1.1%	+10.9%	+16.9%	+20.7%	+7.8%	−10.2%	$145M

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

All Three

5Y3 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$177.9B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B
3	AAFDM	First Trust Active Factor International ETFRead Desk	0.80%	3.55%	−1.1%	+10.9%	+16.9%	+20.7%	+7.8%	−10.2%	$145M

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 SPYM

AFDM

First Trust Active Factor International

$14,561

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureAFDMSPYM

Fee0.80%0.02%

Cost on $10k a year$80$2

Yield3.55%1.05%

5 years, per year+7.8%+11.4%

3 years, per year+20.7%+21.8%

Worst drop · 1Y−10.2%−8.9%

Volatility · 1Y15.3%13.6%

5–1measures won
SPYM first

0.0%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

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

Overlap: AFDM, SPYM, VTI

Today

85.5%most shared, SPYM and VTI

AFDMSPYMVTI

AFDM—0.0%0.0%

SPYM0.0%—85.5%

VTI0.0%85.5%—

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

Income After Fees on $10,000

$275most kept, AFDM

AFDM$355 − $80 = $275

VTI$109 − $3 = $106

SPYM$105 − $2 = $103

KeptFee

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