AFSM vs IWM

AAFSM

BIWM

Measures won4–2AFSM wins · of 6 · 5Y

$10,000 · 5Y$15,621AFSM · IWM $13,509

Lowest cost0.19%IWM · $19 on $10k

Most income0.96%IWM · $96 on $10k

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

Held in common21.5%AFSM and IWM

AFSM

IWM

First Trust Active Factor Small Cap ETF · $132MiShares Russell 2000 ETF · $75.8B

+21.7%3 years · per year$18,012 · $18,002+21.6%

+9.3%5 years · per year$15,621 · $13,509+6.2%

0.75%Expense ratio$75 · $19 on $10k · lower wins0.19%

0.51%12-mo yield$51 · $96 on $10k0.96%

−9.6%Worst dropSmaller wins−11.1%

17.3%VolatilityLower wins18.2%

4–2AFSM wins

$10,000 · 5 yearsOne scale

Shared top holdingsAFSM · IWM

0.7%BTSG0.4%

0.4%TWST0.3%

0.4%EAT0.3%

0.6%TGTX0.3%

Held in common21.5%

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

Both

5Y2 funds

#			Trend
1	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
2	BIWM	iShares Russell 2000 ETFRead Desk		0.19%	0.96%	+1.5%	+16.2%	+16.9%	+21.6%	+6.2%	−11.1%	$75.8B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	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
2	BIWM	iShares Russell 2000 ETFRead Desk		0.19%	0.96%	+1.5%	+16.2%	+16.9%	+21.6%	+6.2%	−11.1%	$75.8B

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 IWM

AFSM

First Trust Active Factor Small Cap

$15,621

IWM

iShares Russell 2000

$13,509

MeasureAFSMIWM

Fee0.75%0.19%

Cost on $10k a year$75$19

Yield0.51%0.96%

5 years, per year+9.3%+6.2%

3 years, per year+21.7%+21.6%

Worst drop · 1Y−9.6%−11.1%

Volatility · 1Y17.3%18.2%

4–2measures won
AFSM first

21.5%

holdings shared

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

IWM vs VB

YTD

iSharesIWM

+16.2%

VBVanguard

+15.8%

+16.2%Year to date+15.8%

1.0%Yield1.2%

$75.8BAssets$76.9B

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%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: AFSM, IWM

Today

21.5%most shared, AFSM and IWM

AFSMIWM

AFSM—21.5%

IWM21.5%—

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

Income After Fees on $10,000

$77most kept, IWM

IWM$96 − $19 = $77

AFSM$51 − $75 = −$24

KeptFee

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