AFDM vs VOO

AAFDM

BVOO

Measures won1–5VOO wins · of 6 · 5Y

$10,000 · 5Y$18,118IVV · VOO $18,115

Lowest cost0.03%VOO · $3 on $10k

Most income3.42%AFDM · $342 on $10k

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

Held in common0.0%AFDM and VOO

AFDM

VOO

First Trust Active Factor International ETF · $148MVanguard S&P 500 ETF · $1.00T

+23.6%3 years · per year$18,879 · $19,172+24.2%

+8.7%5 years · per year$15,183 · $18,115+12.6%

0.80%Expense ratio$80 · $3 on $10k · lower wins0.03%

3.42%12-mo yield$342 · $105 on $10k1.05%

−10.2%Worst dropSmaller wins−8.9%

15.0%VolatilityLower wins12.8%

1–5VOO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAFDM · VOO

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

Held in common0.0%

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 Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$872.0B
2	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
3	AAFDM	First Trust Active Factor International ETFRead Desk	0.80%	3.42%	+2.6%	+15.3%	+22.6%	+23.6%	+8.7%	−10.2%	$148M

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

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$872.0B
2	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
3	AAFDM	First Trust Active Factor International ETFRead Desk	0.80%	3.42%	+2.6%	+15.3%	+22.6%	+23.6%	+8.7%	−10.2%	$148M

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 VOO

AFDM

First Trust Active Factor International

$15,183

VOO

Vanguard S&P 500

$18,115

MeasureAFDMVOO

Fee0.80%0.03%

Cost on $10k a year$80$3

Yield3.42%1.05%

5 years, per year+8.7%+12.6%

3 years, per year+23.6%+24.2%

Worst drop · 1Y−10.2%−8.9%

Volatility · 1Y15.0%12.8%

5–1measures won
VOO first

0.0%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: AFDM, VOO, IVV

Today

94.5%most shared, VOO and IVV

AFDMVOOIVV

AFDM—0.0%0.0%

VOO0.0%—94.5%

IVV0.0%94.5%—

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

Income After Fees on $10,000

$262most kept, AFDM

AFDM$342 − $80 = $262

IVV$109 − $3 = $106

VOO$105 − $3 = $102

KeptFee

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