AFSM vs VB

AAFSM

BVB

Measures won2–4VB wins · of 6 · 5Y

$10,000 · 5Y$15,621AFSM · VB $14,105

Lowest cost0.03%VB · $3 on $10k

Most income1.23%VB · $123 on $10k

Smallest drop−9.0%VB · worst fall in 1Y

Held in common9.7%AFSM and VB

AFSM

First Trust Active Factor Small Cap ETF · $132MVanguard Morningstar Small-Cap ETF · $76.9B

+21.7%3 years · per year$18,012 · $17,489+20.5%

+9.3%5 years · per year$15,621 · $14,105+7.1%

0.75%Expense ratio$75 · $3 on $10k · lower wins0.03%

0.51%12-mo yield$51 · $123 on $10k1.23%

−9.6%Worst dropSmaller wins−9.0%

17.3%VolatilityLower wins15.7%

2–4VB wins

$10,000 · 5 yearsOne scale

Shared top holdingsAFSM · VB

0.4%EME0.4%

0.4%CRDO0.4%

0.6%GH0.3%

0.4%CRS0.2%

Held in common9.7%

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	BVB	Vanguard Morningstar Small-Cap ETFRead Desk		0.03%	1.23%	+1.2%	+15.8%	+17.9%	+20.5%	+7.1%	−9.0%	$76.9B

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	BVB	Vanguard Morningstar Small-Cap ETFRead Desk		0.03%	1.23%	+1.2%	+15.8%	+17.9%	+20.5%	+7.1%	−9.0%	$76.9B

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 VB

AFSM

First Trust Active Factor Small Cap

$15,621

Vanguard Morningstar Small-Cap

$14,105

MeasureAFSMVB

Fee0.75%0.03%

Cost on $10k a year$75$3

Yield0.51%1.23%

5 years, per year+9.3%+7.1%

3 years, per year+21.7%+20.5%

Worst drop · 1Y−9.6%−9.0%

Volatility · 1Y17.3%15.7%

4–2measures won
VB first

9.7%

holdings shared

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

IWM vs VB

YTD

iSharesIWM

+16.2%

VBVanguard

+15.8%

+16.2%Year to date+15.8%

1.0%Yield1.2%

$77.4BAssets$76.9B

1–1level

End-of-day Nov 4, 2026

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

Overlap: AFSM, VB

Today

9.7%most shared, AFSM and VB

AFSMVB

AFSM—9.7%

VB9.7%—

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

Income After Fees on $10,000

$120most kept, VB

VB$123 − $3 = $120

AFSM$51 − $75 = −$24

KeptFee

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