AFSM vs IJR

AAFSM

BIJR

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,559IWF · AFSM $15,621

Lowest cost0.06%IJR · $6 on $10k

Most income1.20%IJR · $120 on $10k

Smallest drop−9.6%AFSM · worst fall in 1Y

Held in common20.7%AFSM and IJR

AFSM

IJR

First Trust Active Factor Small Cap ETF · $132MiShares Core S&P Small-Cap ETF · $108B

+21.7%3 years · per year$18,012 · $16,979+19.3%

+9.3%5 years · per year$15,621 · $13,920+6.8%

0.75%Expense ratio$75 · $6 on $10k · lower wins0.06%

0.51%12-mo yield$51 · $120 on $10k1.20%

−9.6%Worst dropSmaller wins−9.7%

17.3%VolatilityLower wins15.8%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAFSM · IJR

0.7%PTGX0.5%

0.6%TGTX0.5%

0.7%EPAM0.4%

0.4%VSXY0.5%

Held in common20.7%

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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
2	AAFSM	First Trust Active Factor Small Cap ETFRead Desk	0.75%	0.51%	+0.9%	+21.4%	+24.6%	+21.7%	+9.3%	−9.6%	$132M
3	BIJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.20%	+1.3%	+19.9%	+22.7%	+19.3%	+6.8%	−9.7%	$107.7B

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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
2	AAFSM	First Trust Active Factor Small Cap ETFRead Desk	0.75%	0.51%	+0.9%	+21.4%	+24.6%	+21.7%	+9.3%	−9.6%	$132M
3	BIJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.20%	+1.3%	+19.9%	+22.7%	+19.3%	+6.8%	−9.7%	$107.7B

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

AFSM vs IJR

AFSM

First Trust Active Factor Small Cap

$15,621

IJR

iShares Core S&P Small-Cap

$13,920

MeasureAFSMIJR

Fee0.75%0.06%

Cost on $10k a year$75$6

Yield0.51%1.20%

5 years, per year+9.3%+6.8%

3 years, per year+21.7%+19.3%

Worst drop · 1Y−9.6%−9.7%

Volatility · 1Y17.3%15.8%

3–3measures won
level

20.7%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

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: AFSM, IJR, IWF

Today

20.7%most shared, AFSM and IJR

AFSMIJRIWF

AFSM—20.7%0.9%

IJR20.7%—0.1%

IWF0.9%0.1%—

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

Income After Fees on $10,000

$114most kept, IJR

IJR$120 − $6 = $114

IWF$37 − $18 = $19

AFSM$51 − $75 = −$24

KeptFee

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