AFSM vs VOO

AAFSM

BVOO

Measures won0–6VOO wins · of 6 · 5Y

$10,000 · 5Y$18,115VOO · AFSM $15,621

Lowest cost0.03%VOO · $3 on $10k

Most income1.05%VOO · $105 on $10k

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

Held in common0.3%AFSM and VOO

AFSM

VOO

First Trust Active Factor Small Cap ETF · $132MVanguard S&P 500 ETF · $1.00T

+21.7%3 years · per year$18,012 · $19,172+24.2%

+9.3%5 years · per year$15,621 · $18,115+12.6%

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

0.51%12-mo yield$51 · $105 on $10k1.05%

−9.6%Worst dropSmaller wins−8.9%

17.3%VolatilityLower wins12.8%

0–6VOO wins

$10,000 · 5 yearsOne scale

Shared top holdingsAFSM · VOO

0.4%BE0.1%

0.4%FIX0.1%

0.4%EME0.1%

Held in common0.3%

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	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
2	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

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	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
2	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

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 VOO

AFSM

First Trust Active Factor Small Cap

$15,621

VOO

Vanguard S&P 500

$18,115

MeasureAFSMVOO

Fee0.75%0.03%

Cost on $10k a year$75$3

Yield0.51%1.05%

5 years, per year+9.3%+12.6%

3 years, per year+21.7%+24.2%

Worst drop · 1Y−9.6%−8.9%

Volatility · 1Y17.3%12.8%

6–0measures won
VOO first

0.3%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

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%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

Overlap: AFSM, VOO

Today

0.3%most shared, AFSM and VOO

AFSMVOO

AFSM—0.3%

VOO0.3%—

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

Income After Fees on $10,000

$102most kept, VOO

VOO$105 − $3 = $102

AFSM$51 − $75 = −$24

KeptFee

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