AFDM vs VT

AAFDM

BVT

Measures won2–4VT wins · of 6 · 5Y

$10,000 · 5Y$16,384VT · VEA $15,893

Lowest cost0.03%VEA · $3 on $10k

Most income3.42%AFDM · $342 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 · $147MVanguard Total World Stock ETF · $81.8B

+23.6%3 years · per year$18,879 · $18,538+22.8%

+8.7%5 years · per year$15,183 · $16,384+10.4%

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

3.42%12-mo yield$342 · $153 on $10k1.53%

−10.2%Worst dropSmaller wins−9.7%

15.0%VolatilityLower wins14.1%

2–4VT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAFDM · VT

1.9%ASML.AS0.6%

0.6%HSBA.L0.3%

1.3%SHEL.L0.2%

1.3%NOVN.SW0.2%

Held in common5.9%

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	BVT	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	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.41%	+2.1%	+14.4%	+18.9%	+22.5%	+9.7%	−11.6%	$231.6B
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%	$147M

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	BVT	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	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.41%	+2.1%	+14.4%	+18.9%	+22.5%	+9.7%	−11.6%	$231.6B
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%	$147M

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 VT

AFDM

First Trust Active Factor International

$15,183

Vanguard Total World Stock

$16,384

MeasureAFDMVT

Fee0.80%0.06%

Cost on $10k a year$80$6

Yield3.42%1.53%

5 years, per year+8.7%+10.4%

3 years, per year+23.6%+22.8%

Worst drop · 1Y−10.2%−9.7%

Volatility · 1Y15.0%14.1%

4–2measures won
VT first

5.9%

holdings shared

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

VEA vs IEFA

YTD

VanguardVEA

+14.4%

IEFAiShares

+11.9%

+14.4%Year to date+11.9%

2.4%Yield3.3%

$232BAssets$193B

1–1level

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%

$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

Overlap: AFDM, VT, VEA

Today

23.3%most shared, VT and VEA

AFDMVTVEA

AFDM—5.9%19.4%

VT5.9%—23.3%

VEA19.4%23.3%—

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

VEA$241 − $3 = $238

VT$153 − $6 = $147

KeptFee

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