AFSM vs SFLO

AAFSM

BSFLO

Measures won0–4SFLO wins · of 6 · 5Y

$10,000 · 5Y$15,621AFSM

Lowest cost0.53%SFLO · $53 on $10k

Most income0.72%SFLO · $72 on $10k

Smallest drop−8.2%SFLO · worst fall in 1Y

Held in common14.8%AFSM and SFLO

AFSM

SFLO

First Trust Active Factor Small Cap ETF · $132MVictoryShares Small Cap Free Cash Flow ETF · $894M

+21.7%3 years · per year$18,012 · […][…]

+9.3%5 years · per year$15,621 · […][…]

0.75%Expense ratio$75 · $53 on $10k · lower wins0.53%

0.51%12-mo yield$51 · $72 on $10k0.72%

−9.6%Worst dropSmaller wins−8.2%

17.3%VolatilityLower wins17.2%

0–4SFLO wins

$10,000 · 5 yearsOne scale

Shared top holdingsAFSM · SFLO

0.9%PARR0.9%

0.7%EPAM0.9%

0.6%HRB0.9%

0.9%ANF0.5%

Held in common14.8%

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	BSFLO	VictoryShares Small Cap Free Cash Flow ETFRead Desk		0.53%	0.72%	+1.4%	+37.0%	+41.4%	new	new	−8.2%	$894M

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	BSFLO	VictoryShares Small Cap Free Cash Flow ETFRead Desk		0.53%	0.72%	+1.4%	+37.0%	+41.4%	new	new	−8.2%	$894M

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 SFLO

AFSM

First Trust Active Factor Small Cap

$15,621

SFLO

VictoryShares Small Cap Free Cash Flow

[…]

MeasureAFSMSFLO

Fee0.75%0.53%

Cost on $10k a year$75$53

Yield0.51%0.72%

5 years, per year+9.3%[…]

3 years, per year+21.7%[…]

Worst drop · 1Y−9.6%−8.2%

Volatility · 1Y17.3%17.2%

4–0measures won
SFLO first

14.8%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: AFSM, SFLO

Today

14.8%most shared, AFSM and SFLO

AFSMSFLO

AFSM—14.8%

SFLO14.8%—

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

Income After Fees on $10,000

$19most kept, SFLO

SFLO$72 − $53 = $19

AFSM$51 − $75 = −$24

KeptFee

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