AFSM vs VUG5YAFSMAFSMAvsBVUGVUGFirst Trust Active Factor Small Cap ETF · $135MVanguard Morningstar Growth ETF · $233BReturns · dividends in+19.4%3 years · per year$17,043 · $18,430+22.6%+7.7%5 years · per year$14,523 · $16,557+10.6%Cost and income0.75%Expense ratio$75 · $3 on $10k · lower wins0.03%0.51%
Overlap: AFSM, VUG, VOToday10.2%most shared, VUG and VOAFSMVUGVOAFSM—0.4%0.7%VUG0.4%—10.2%VO0.7%10.2%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
AFSM vs VUG5YAAFSMFirst Trust Active Factor Small Cap$14,523vsVUGBVanguard Morningstar Growth$16,557$10k$15kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BVUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%+1.7%+5.1%+3.6%+22.6%+10.6%−15.1%$232.9B2AAFSMFirst Trust Active Factor Small Cap ETFReadDesk0.75%0.51%+1.3%+20.8%+22.8%+19.4%+7.7%−9.6%$135M3VOVanguard Morningstar Mid-Cap ETFReadDesk0.03%1.33%+1.3%+15.0%+15.0%+18.8%+6.9%−8.2%$103.4BEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BVUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%+1.7%+5.1%+3.6%+22.6%+10.6%−15.1%$232.9B2AAFSMFirst Trust Active Factor Small Cap ETFReadDesk0.75%0.51%+1.3%+20.8%+22.8%+19.4%+7.7%−9.6%$135M3VOVanguard Morningstar Mid-Cap ETFReadDesk0.03%1.33%+1.3%+15.0%+15.0%+18.8%+6.9%−8.2%$103.4BEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VUG vs SCHGYTDVanguardVUGVA+5.1%vsBSSCHGSchwab+5.9%Jan 1Nov 11+5.1%+5.9%+5.1%Year to date+5.9%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.0B1–1levelEnd-of-day Nov 11, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.6%vsBVVIGVanguard+16.0%Jan 1Nov 11+34.6%+16.0%+34.6%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 11, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+8.1%vsBJMJEPIJ.P. Morgan+8.6%Jan 1Nov 11+8.1%+8.6%+8.1%Year to date+8.6%12.2%Yield7.8%$41.8BAssets$46.8B1–1levelEnd-of-day Nov 11, 2026
Overlap: AFSM, VUG, VOToday10.2%most shared, VUG and VOAFSMVUGVOAFSM—0.4%0.7%VUG0.4%—10.2%VO0.7%10.2%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$130most kept, VOVO$133 − $3 = $130VUG$41 − $3 = $38AFSM$51 − $75 = −$24KeptFeeEnd-of-day Nov 11, 2026 · yield in dollars minus the fee