AFSM vs SPY

AAFSM

BSPY

Measures won0–6SPY wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY · AFSM $14,598

Lowest cost0.09%SPY · $9 on $10k

Most income1.03%SPY · $103 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common0.2%AFSM and SPY

AFSM

SPY

First Trust Active Factor Small Cap ETF · $133MState Street SPDR S&P 500 ETF · $819B

+19.1%3 years · per year$16,877 · $18,039+21.7%

+7.9%5 years · per year$14,598 · $17,118+11.3%

0.75%Expense ratio$75 · $9 on $10k · lower wins0.09%

0.53%12-mo yield$53 · $103 on $10k1.03%

−9.6%Worst dropSmaller wins−8.9%

17.9%VolatilityLower wins13.6%

0–6SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsAFSM · SPY

0.3%BE0.1%

0.3%FIX0.1%

0.4%EME0.0%

Held in common0.2%

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

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
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%	$133M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
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%	$133M

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 SPY

AFSM

First Trust Active Factor Small Cap

$14,598

SPY

SPDR S&P 500

$17,118

MeasureAFSMSPY

Fee0.75%0.09%

Cost on $10k a year$75$9

Yield0.53%1.03%

5 years, per year+7.9%+11.3%

3 years, per year+19.1%+21.7%

Worst drop · 1Y−9.6%−8.9%

Volatility · 1Y17.9%13.6%

6–0measures won
SPY first

0.2%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: AFSM, SPY

Today

0.2%most shared, AFSM and SPY

AFSMSPY

AFSM—0.2%

SPY0.2%—

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

AFSM$53 − $75 = −$22

KeptFee

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