AFSM vs VB

AAFSM

BVB

Measures won2–4VB wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG · AFSM $14,598

Lowest cost0.03%VB · $3 on $10k

Most income1.28%VB · $128 on $10k

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

Held in common9.5%AFSM and VB

AFSM

First Trust Active Factor Small Cap ETF · $129MVanguard Morningstar Small-Cap ETF · $76.9B

+19.1%3 years · per year$16,877 · $16,654+18.5%

+7.9%5 years · per year$14,598 · $13,413+6.0%

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

0.53%12-mo yield$53 · $128 on $10k1.28%

−9.6%Worst dropSmaller wins−9.0%

17.9%VolatilityLower wins16.2%

2–4VB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAFSM · VB

0.4%EME0.4%

0.5%GH0.3%

0.3%CRDO0.4%

0.4%CRS0.2%

Held in common9.5%

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	BVB	Vanguard Morningstar Small-Cap ETFRead Desk	0.03%	1.28%	+0.6%	+11.8%	+14.0%	+18.5%	+6.0%	−9.0%	$76.9B

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	BVB	Vanguard Morningstar Small-Cap ETFRead Desk	0.03%	1.28%	+0.6%	+11.8%	+14.0%	+18.5%	+6.0%	−9.0%	$76.9B

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 VB

AFSM

First Trust Active Factor Small Cap

$14,598

Vanguard Morningstar Small-Cap

$13,414

MeasureAFSMVB

Fee0.75%0.03%

Cost on $10k a year$75$3

Yield0.53%1.28%

5 years, per year+7.9%+6.0%

3 years, per year+19.1%+18.5%

Worst drop · 1Y−9.6%−9.0%

Volatility · 1Y17.9%16.2%

4–2measures won
VB first

9.5%

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

IWM vs VB

YTD

iSharesIWM

+11.9%

VBVanguard

+11.8%

+11.9%Year to date+11.8%

1.0%Yield1.3%

$76.6BAssets$76.9B

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

Overlap: AFSM, VB, VUG

Today

9.5%most shared, AFSM and VB

AFSMVBVUG

AFSM—9.5%0.4%

VB9.5%—0.4%

VUG0.4%0.4%—

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

Income After Fees on $10,000

$125most kept, VB

VB$128 − $3 = $125

VUG$42 − $3 = $39

AFSM$53 − $75 = −$22

KeptFee

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