AFDM vs VT

AAFDM

BVT

Measures won1–4VT wins · of 6 · 5Y

$10,000 · 5Y$15,649VT · EFA $14,818

Lowest cost0.06%VT · $6 on $10k

Most income3.55%AFDM · $355 on $10k

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

Held in common5.9%AFDM and VT

AFDM

First Trust Active Factor International ETF · $151MVanguard Total World Stock ETF · $81.8B

+20.7%3 years · per year$17,568 · $17,563+20.7%

+7.8%5 years · per year$14,561 · $15,649+9.4%

0.80%Expense ratio$80 · $6 on $10k · lower wins0.06%

3.55%12-mo yield$355 · $159 on $10k1.59%

−10.2%Worst dropSmaller wins−9.7%

15.3%VolatilityLower wins14.7%

1–4VT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAFDM · VT

1.7%ASML.AS0.6%

0.7%HSBA.L0.3%

1.2%SHEL.L0.2%

1.3%NOVN.SW0.2%

Held in common5.9%

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	BVT	Vanguard Total World Stock ETFRead Desk	0.06%	1.59%	+0.2%	+8.5%	+10.4%	+20.7%	+9.4%	−9.7%	$81.8B
2	EFA	iShares MSCI EAFE ETFRead Desk	0.32%	3.30%	−0.8%	+7.8%	+11.9%	+18.3%	+8.2%	−11.4%	$76.1B
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%	$151M

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	BVT	Vanguard Total World Stock ETFRead Desk	0.06%	1.59%	+0.2%	+8.5%	+10.4%	+20.7%	+9.4%	−9.7%	$81.8B
2	EFA	iShares MSCI EAFE ETFRead Desk	0.32%	3.30%	−0.8%	+7.8%	+11.9%	+18.3%	+8.2%	−11.4%	$76.1B
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%	$151M

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 VT

AFDM

First Trust Active Factor International

$14,561

Vanguard Total World Stock

$15,649

MeasureAFDMVT

Fee0.80%0.06%

Cost on $10k a year$80$6

Yield3.55%1.59%

5 years, per year+7.8%+9.4%

3 years, per year+20.7%+20.7%

Worst drop · 1Y−10.2%−9.7%

Volatility · 1Y15.3%14.7%

4–1measures won
VT first

5.9%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: AFDM, VT, EFA

Today

25.4%most shared, AFDM and EFA

AFDMVTEFA

AFDM—5.9%25.4%

VT5.9%—17.5%

EFA25.4%17.5%—

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

Income After Fees on $10,000

$298most kept, EFA

EFA$330 − $32 = $298

AFDM$355 − $80 = $275

VT$159 − $6 = $153

KeptFee

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