AFSM vs SFLO

AAFSM

BSFLO

Measures won0–4SFLO wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG · AFSM $14,598

Lowest cost0.03%VUG · $3 on $10k

Most income0.91%SFLO · $91 on $10k

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

Held in common15.1%AFSM and SFLO

AFSM

SFLO

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

+19.1%3 years · per year$16,877 · […][…]

+7.9%5 years · per year$14,598 · […][…]

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

0.53%12-mo yield$53 · $91 on $10k0.91%

−9.6%Worst dropSmaller wins−8.2%

17.9%VolatilityLower wins17.6%

0–4SFLO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAFSM · SFLO

0.9%PARR0.9%

0.8%EPAM1.2%

0.6%HRB0.9%

1.0%ANF0.5%

Held in common15.1%

End-of-day Nov 6, 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%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	AAFSM	First Trust Active Factor Small Cap ETFRead Desk	0.75%	0.53%	+0.1%	+15.8%	+17.5%	+19.1%	+7.9%	−9.6%	$129M
3	BSFLO	VictoryShares Small Cap Free Cash Flow ETFRead Desk	0.53%	0.91%	−1.3%	+30.3%	+36.1%	new	new	−8.2%	$874M

End-of-day Nov 6, 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%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	AAFSM	First Trust Active Factor Small Cap ETFRead Desk	0.75%	0.53%	+0.1%	+15.8%	+17.5%	+19.1%	+7.9%	−9.6%	$129M
3	BSFLO	VictoryShares Small Cap Free Cash Flow ETFRead Desk	0.53%	0.91%	−1.3%	+30.3%	+36.1%	new	new	−8.2%	$874M

End-of-day Nov 6, 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

$14,598

SFLO

VictoryShares Small Cap Free Cash Flow

[…]

MeasureAFSMSFLO

Fee0.75%0.53%

Cost on $10k a year$75$53

Yield0.53%0.91%

5 years, per year+7.9%[…]

3 years, per year+19.1%[…]

Worst drop · 1Y−9.6%−8.2%

Volatility · 1Y17.9%17.6%

4–0measures won
SFLO first

15.1%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: AFSM, SFLO, VUG

Today

15.1%most shared, AFSM and SFLO

AFSMSFLOVUG

AFSM—15.1%0.4%

SFLO15.1%—0.0%

VUG0.4%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$39most kept, VUG

VUG$42 − $3 = $39

SFLO$91 − $53 = $38

AFSM$53 − $75 = −$22

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee