AFSM vs VOO

AAFSM

BVOO

Measures won0–6VOO wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO · SPY $17,118

Lowest cost0.03%VOO · $3 on $10k

Most income1.10%VOO · $110 on $10k

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

Held in common0.3%AFSM and VOO

AFSM

VOO

First Trust Active Factor Small Cap ETF · $129MVanguard S&P 500 ETF · $1.00T

+19.1%3 years · per year$16,877 · $18,079+21.8%

+7.9%5 years · per year$14,598 · $17,177+11.4%

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

0.53%12-mo yield$53 · $110 on $10k1.10%

−9.6%Worst dropSmaller wins−8.9%

17.9%VolatilityLower wins13.5%

0–6VOO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAFSM · VOO

0.3%BE0.1%

0.3%FIX0.1%

0.4%EME0.1%

Held in common0.3%

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	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$777.7B
3	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

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	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$777.7B
3	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

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 VOO

AFSM

First Trust Active Factor Small Cap

$14,598

VOO

Vanguard S&P 500

$17,177

MeasureAFSMVOO

Fee0.75%0.03%

Cost on $10k a year$75$3

Yield0.53%1.10%

5 years, per year+7.9%+11.4%

3 years, per year+19.1%+21.8%

Worst drop · 1Y−9.6%−8.9%

Volatility · 1Y17.9%13.5%

6–0measures won
VOO first

0.3%

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

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, VOO, SPY

Today

92.2%most shared, VOO and SPY

AFSMVOOSPY

AFSM—0.3%0.2%

VOO0.3%—92.2%

SPY0.2%92.2%—

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

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

SPY$103 − $9 = $94

AFSM$53 − $75 = −$22

KeptFee

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