AFDM vs VT

AAFDM

BVT

Measures won2–4VT wins · of 6 · 5Y

$10,000 · 5Y$15,957VT · IEFA $14,909

Lowest cost0.06%VT · $6 on $10k

Most income3.47%AFDM · $347 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 · $145MVanguard Total World Stock ETF · $81.8B

+21.3%3 years · per year$17,863 · $17,661+20.9%

+8.3%5 years · per year$14,875 · $15,957+9.8%

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

3.47%12-mo yield$347 · $155 on $10k1.55%

−10.2%Worst dropSmaller wins−9.7%

15.5%VolatilityLower wins14.9%

2–4VT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAFDM · VT

1.8%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 9, 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%	1.55%	+2.6%	+11.3%	+14.3%	+20.9%	+9.8%	−9.7%	$81.8B
2	IEFA	iShares Core MSCI EAFE ETFRead Desk	0.07%	3.36%	+3.2%	+11.1%	+15.8%	+18.9%	+8.3%	−11.5%	$187.1B
3	AAFDM	First Trust Active Factor International ETFRead Desk	0.80%	3.47%	+2.4%	+13.5%	+19.2%	+21.3%	+8.3%	−10.2%	$145M

End-of-day Nov 9, 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%	1.55%	+2.6%	+11.3%	+14.3%	+20.9%	+9.8%	−9.7%	$81.8B
2	IEFA	iShares Core MSCI EAFE ETFRead Desk	0.07%	3.36%	+3.2%	+11.1%	+15.8%	+18.9%	+8.3%	−11.5%	$187.1B
3	AAFDM	First Trust Active Factor International ETFRead Desk	0.80%	3.47%	+2.4%	+13.5%	+19.2%	+21.3%	+8.3%	−10.2%	$145M

End-of-day Nov 9, 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

$14,875

Vanguard Total World Stock

$15,957

MeasureAFDMVT

Fee0.80%0.06%

Cost on $10k a year$80$6

Yield3.47%1.55%

5 years, per year+8.3%+9.8%

3 years, per year+21.3%+20.9%

Worst drop · 1Y−10.2%−9.7%

Volatility · 1Y15.5%14.9%

4–2measures won
VT first

5.9%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VEA vs IEFA

YTD

VanguardVEA

+12.9%

IEFAiShares

+11.1%

+12.9%Year to date+11.1%

2.4%Yield3.4%

$232BAssets$187B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: AFDM, VT, IEFA

Today

23.0%most shared, AFDM and IEFA

AFDMVTIEFA

AFDM—5.9%23.0%

VT5.9%—17.9%

IEFA23.0%17.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$329most kept, IEFA

IEFA$336 − $7 = $329

AFDM$347 − $80 = $267

VT$155 − $6 = $149

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee