AFSM vs SFLO

AAFSM

BSFLO

Measures won0–4SFLO wins · of 6 · 5Y

$10,000 · 5Y$15,892IWF · AFSM $14,677

Lowest cost0.18%IWF · $18 on $10k

Most income0.88%SFLO · $88 on $10k

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

Held in common15.0%AFSM and SFLO

AFSM

SFLO

First Trust Active Factor Small Cap ETF · $129MVictoryShares Small Cap Free Cash Flow ETF · $874M

+19.5%3 years · per year$17,061 · […][…]

+8.0%5 years · per year$14,677 · […][…]

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

0.52%12-mo yield$52 · $88 on $10k0.88%

−9.6%Worst dropSmaller wins−8.2%

18.1%VolatilityLower wins17.6%

0–4SFLO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAFSM · SFLO

0.9%PARR0.9%

0.8%EPAM1.1%

0.6%HRB0.9%

0.5%CHRD1.3%

Held in common15.0%

End-of-day Nov 9, 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%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
2	AAFSM	First Trust Active Factor Small Cap ETFRead Desk	0.75%	0.52%	+3.2%	+19.3%	+22.9%	+19.5%	+8.0%	−9.6%	$129M
3	BSFLO	VictoryShares Small Cap Free Cash Flow ETFRead Desk	0.53%	0.88%	+1.5%	+32.5%	+39.6%	new	new	−8.2%	$874M

End-of-day Nov 9, 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%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
2	AAFSM	First Trust Active Factor Small Cap ETFRead Desk	0.75%	0.52%	+3.2%	+19.3%	+22.9%	+19.5%	+8.0%	−9.6%	$129M
3	BSFLO	VictoryShares Small Cap Free Cash Flow ETFRead Desk	0.53%	0.88%	+1.5%	+32.5%	+39.6%	new	new	−8.2%	$874M

End-of-day Nov 9, 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

$14,677

SFLO

VictoryShares Small Cap Free Cash Flow

[…]

MeasureAFSMSFLO

Fee0.75%0.53%

Cost on $10k a year$75$53

Yield0.52%0.88%

5 years, per year+8.0%[…]

3 years, per year+19.5%[…]

Worst drop · 1Y−9.6%−8.2%

Volatility · 1Y18.1%17.6%

4–0measures won
SFLO first

15.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: AFSM, SFLO, IWF

Today

15.0%most shared, AFSM and SFLO

AFSMSFLOIWF

AFSM—15.0%0.7%

SFLO15.0%—0.2%

IWF0.7%0.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$35most kept, SFLO

SFLO$88 − $53 = $35

IWF$38 − $18 = $20

AFSM$52 − $75 = −$23

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee