AFSM vs VUG

AAFSM

BVUG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,153VUG · AFSM $15,621

Lowest cost0.03%VUG · $3 on $10k

Most income0.51%AFSM · $51 on $10k

Smallest drop−9.6%AFSM · worst fall in 1Y

Held in common0.4%AFSM and VUG

AFSM

VUG

First Trust Active Factor Small Cap ETF · $132MVanguard Morningstar Growth ETF · $233B

+21.7%3 years · per year$18,012 · $19,712+25.4%

+9.3%5 years · per year$15,621 · $17,153+11.4%

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

0.51%12-mo yield$51 · $40 on $10k0.40%

−9.6%Worst dropSmaller wins−16.1%

17.3%VolatilityLower wins18.2%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsAFSM · VUG

0.4%BE0.2%

0.4%FIX0.2%

Held in common0.4%

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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
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 VUG

AFSM

First Trust Active Factor Small Cap

$15,621

VUG

Vanguard Morningstar Growth

$17,153

MeasureAFSMVUG

Fee0.75%0.03%

Cost on $10k a year$75$3

Yield0.51%0.40%

5 years, per year+9.3%+11.4%

3 years, per year+21.7%+25.4%

Worst drop · 1Y−9.6%−16.1%

Volatility · 1Y17.3%18.2%

3–3measures won
level

0.4%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

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, VUG

Today

0.4%most shared, AFSM and VUG

AFSMVUG

AFSM—0.4%

VUG0.4%—

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

Income After Fees on $10,000

$37most kept, VUG

VUG$40 − $3 = $37

AFSM$51 − $75 = −$24

KeptFee

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