AFSM vs VBR

AAFSM

BVBR

Measures won1–5VBR wins · of 6 · 5Y

$10,000 · 5Y$15,197VBR · AFSM $14,598

Lowest cost0.05%VBR · $5 on $10k

Most income1.83%VBR · $183 on $10k

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

Held in common7.9%AFSM and VBR

AFSM

VBR

First Trust Active Factor Small Cap ETF · $133MVanguard Morningstar Small-Cap Value ETF · $35.1B

+19.1%3 years · per year$16,877 · $16,848+19.0%

+7.9%5 years · per year$14,598 · $15,197+8.7%

0.75%Expense ratio$75 · $5 on $10k · lower wins0.05%

0.53%12-mo yield$53 · $183 on $10k1.83%

−9.6%Worst dropSmaller wins−8.9%

17.9%VolatilityLower wins14.2%

1–5VBR wins

$10,000 · 5 yearsOne scale

Shared top holdingsAFSM · VBR

0.2%MLI0.3%

0.4%PBF0.2%

0.5%CHRD0.2%

0.4%VSXY0.2%

Held in common7.9%

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	BVBR	Vanguard Morningstar Small-Cap Value ETFRead Desk		0.05%	1.83%	0.0%	+15.9%	+19.5%	+19.0%	+8.7%	−8.9%	$35.1B
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	BVBR	Vanguard Morningstar Small-Cap Value ETFRead Desk		0.05%	1.83%	0.0%	+15.9%	+19.5%	+19.0%	+8.7%	−8.9%	$35.1B
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 VBR

AFSM

First Trust Active Factor Small Cap

$14,598

VBR

Vanguard Morningstar Small-Cap Value

$15,197

MeasureAFSMVBR

Fee0.75%0.05%

Cost on $10k a year$75$5

Yield0.53%1.83%

5 years, per year+7.9%+8.7%

3 years, per year+19.1%+19.0%

Worst drop · 1Y−9.6%−8.9%

Volatility · 1Y17.9%14.2%

5–1measures won
VBR first

7.9%

holdings shared

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

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

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

Overlap: AFSM, VBR

Today

7.9%most shared, AFSM and VBR

AFSMVBR

AFSM—7.9%

VBR7.9%—

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

Income After Fees on $10,000

$178most kept, VBR

VBR$183 − $5 = $178

AFSM$53 − $75 = −$22

KeptFee

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