AFSM vs IWM

AAFSM

BIWM

Measures won4–2AFSM wins · of 6 · 5Y

$10,000 · 5Y$16,052VUG · AFSM $14,653

Lowest cost0.03%VUG · $3 on $10k

Most income1.01%IWM · $101 on $10k

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

Held in common21.8%AFSM and IWM

AFSM

IWM

First Trust Active Factor Small Cap ETF · $132MiShares Russell 2000 ETF · $77.4B

+19.6%3 years · per year$17,100 · $17,029+19.4%

+7.9%5 years · per year$14,653 · $12,637+4.8%

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

0.53%12-mo yield$53 · $101 on $10k1.01%

−9.6%Worst dropSmaller wins−11.1%

17.9%VolatilityLower wins18.7%

4–2AFSM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAFSM · IWM

0.6%BTSG0.4%

0.4%EAT0.3%

0.4%TWST0.3%

0.6%TGTX0.3%

Held in common21.8%

End-of-day Nov 5, 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%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	AAFSM	First Trust Active Factor Small Cap ETFRead Desk	0.75%	0.53%	−4.4%	+15.9%	+19.7%	+19.6%	+7.9%	−9.6%	$132M
3	BIWM	iShares Russell 2000 ETFRead Desk	0.19%	1.01%	−4.6%	+10.8%	+13.5%	+19.4%	+4.8%	−11.1%	$77.4B

End-of-day Nov 5, 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%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	AAFSM	First Trust Active Factor Small Cap ETFRead Desk	0.75%	0.53%	−4.4%	+15.9%	+19.7%	+19.6%	+7.9%	−9.6%	$132M
3	BIWM	iShares Russell 2000 ETFRead Desk	0.19%	1.01%	−4.6%	+10.8%	+13.5%	+19.4%	+4.8%	−11.1%	$77.4B

End-of-day Nov 5, 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

$14,653

IWM

iShares Russell 2000

$12,637

MeasureAFSMIWM

Fee0.75%0.19%

Cost on $10k a year$75$19

Yield0.53%1.01%

5 years, per year+7.9%+4.8%

3 years, per year+19.6%+19.4%

Worst drop · 1Y−9.6%−11.1%

Volatility · 1Y17.9%18.7%

4–2measures won
AFSM first

21.8%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

IWM vs VB

YTD

iSharesIWM

+10.8%

VBVanguard

+11.2%

+10.8%Year to date+11.2%

1.0%Yield1.3%

$77.4BAssets$76.9B

2–0VB wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: AFSM, IWM, VUG

Today

21.8%most shared, AFSM and IWM

AFSMIWMVUG

AFSM—21.8%0.4%

IWM21.8%—0.0%

VUG0.4%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$82most kept, IWM

IWM$101 − $19 = $82

VUG$43 − $3 = $40

AFSM$53 − $75 = −$22

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee