AFSC vs SPY5YAFSCAFSCAvsBSPYSPYabrdn Focused U.S. Small Cap Active ETF · $10MState Street SPDR S&P 500 ETF · $793BReturns · dividends in[…]3 years · per year[…] · $18,083+21.8%[…]5 years · per year[…] · $17,481+11.8%Cost and income1.09%Expense ratio$109 · $9 on $10k · lower wins0.09%0.06%12-mo yield$6 · $100 on $10k1.00%
Overlap: AFSC, SPY, IWFToday55.9%most shared, SPY and IWFAFSCSPYIWFAFSC—0.0%0.0%SPY0.0%—55.9%IWF0.0%55.9%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
AFSC vs SPY5YAAFSCabrdn Focused U.S. Small Cap Active[…]vsSPYBSPDR S&P 500$17,481MeasureAFSCSPYFee1.09%0.09%Cost on $10k a year$109$9Yield0.06%1.00%5 years, per year[…]+11.8%3 years, per year[…]+21.8%Worst drop · 1Y−11.4%−8.9%Volatility · 1Y18.9%13.7%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSPYState Street SPDR S&P 500 ETFReadDesk0.09%1.00%+1.3%+12.3%+12.7%+21.8%+11.8%−8.9%$793.2B2IWFiShares Russell 1000 Growth ETFReadDesk0.18%0.37%+2.3%−1.2%−2.8%+19.8%+9.8%−14.6%$119.2B3AAFSCabrdn Focused U.S. Small Cap Active ETFReadDesk1.09%0.06%+0.8%+20.5%+21.8%newnew−11.4%$10MEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSPYState Street SPDR S&P 500 ETFReadDesk0.09%1.00%+1.3%+12.3%+12.7%+21.8%+11.8%−8.9%$793.2B2IWFiShares Russell 1000 Growth ETFReadDesk0.18%0.37%+2.3%−1.2%−2.8%+19.8%+9.8%−14.6%$119.2B3AAFSCabrdn Focused U.S. Small Cap Active ETFReadDesk1.09%0.06%+0.8%+20.5%+21.8%newnew−11.4%$10MEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SPYM vs SPYYTDSPDRSPYMSA+12.4%vsBSSPYSPDR+12.3%Jan 1Nov 11+12.4%+12.3%+12.4%Year to date+12.3%1.0%Yield1.0%$183BAssets$793B1–0SPYM winsEnd-of-day Nov 11, 2026
VUG vs SCHGYTDVanguardVUGVA+5.1%vsBSSCHGSchwab+5.9%Jan 1Nov 11+5.1%+5.9%+5.1%Year to date+5.9%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.0B1–1levelEnd-of-day Nov 11, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.6%vsBVVIGVanguard+16.0%Jan 1Nov 11+34.6%+16.0%+34.6%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 11, 2026
Overlap: AFSC, SPY, IWFToday55.9%most shared, SPY and IWFAFSCSPYIWFAFSC—0.0%0.0%SPY0.0%—55.9%IWF0.0%55.9%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$91most kept, SPYSPY$100 − $9 = $91IWF$37 − $18 = $19AFSC$6 − $109 = −$103KeptFeeEnd-of-day Nov 11, 2026 · yield in dollars minus the fee