AFSM vs IJR

AAFSM

BIJR

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,902VUG · AFSM $15,156

Lowest cost0.03%VUG · $3 on $10k

Most income1.21%IJR · $121 on $10k

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

Held in common21.0%AFSM and IJR

AFSM

IJR

First Trust Active Factor Small Cap ETF · $132MiShares Core S&P Small-Cap ETF · $106B

+21.5%3 years · per year$17,943 · $16,862+19.0%

+8.7%5 years · per year$15,156 · $13,468+6.1%

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

0.51%12-mo yield$51 · $121 on $10k1.21%

−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%

0.9%MATX0.4%

Held in common21.0%

End-of-day Nov 3, 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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.0%	+4.7%	+2.5%	+25.3%	+11.1%	−16.1%	$232.9B
2	AAFSM	First Trust Active Factor Small Cap ETFRead Desk	0.75%	0.51%	+0.1%	+20.3%	+24.2%	+21.5%	+8.7%	−9.6%	$132M
3	BIJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.21%	−0.3%	+18.3%	+21.3%	+19.0%	+6.1%	−9.7%	$106.1B

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.0%	+4.7%	+2.5%	+25.3%	+11.1%	−16.1%	$232.9B
2	AAFSM	First Trust Active Factor Small Cap ETFRead Desk	0.75%	0.51%	+0.1%	+20.3%	+24.2%	+21.5%	+8.7%	−9.6%	$132M
3	BIJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.21%	−0.3%	+18.3%	+21.3%	+19.0%	+6.1%	−9.7%	$106.1B

End-of-day Nov 3, 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

$15,156

IJR

iShares Core S&P Small-Cap

$13,468

MeasureAFSMIJR

Fee0.75%0.06%

Cost on $10k a year$75$6

Yield0.51%1.21%

5 years, per year+8.7%+6.1%

3 years, per year+21.5%+19.0%

Worst drop · 1Y−9.6%−9.7%

Volatility · 1Y17.3%15.8%

3–3measures won
level

21.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.7%

SCHGSchwab

+5.5%

+4.7%Year to date+5.5%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: AFSM, IJR, VUG

Today

21.0%most shared, AFSM and IJR

AFSMIJRVUG

AFSM—21.0%0.4%

IJR21.0%—0.0%

VUG0.4%0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$115most kept, IJR

IJR$121 − $6 = $115

VUG$41 − $3 = $38

AFSM$51 − $75 = −$24

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee