IVV vs AFSM

AIVV

BAFSM

Measures won6–0IVV wins · of 6 · 5Y

$10,000 · 5Y$17,414IVV · AFSM $14,699

Lowest cost0.03%IVV · $3 on $10k

Most income1.11%IVV · $111 on $10k

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

Held in common0.2%IVV and AFSM

iShares Core S&P 500 ETF · $872BFirst Trust Active Factor Small Cap ETF · $133M

+21.5%3 years · per year$17,934 · $16,681+18.6%

+11.7%5 years · per year$17,414 · $14,699+8.0%

0.03%Expense ratio$3 · $75 on $10k · lower wins0.75%

1.11%12-mo yield$111 · $52 on $10k0.52%

End-of-day Nov 10, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

5Y2 funds

#			Trend
1	AIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.11%	−0.4%	+10.9%	+13.0%	+21.5%	+11.7%	−8.9%	$871.7B
2	BAFSM	First Trust Active Factor Small Cap ETFRead Desk		0.75%	0.52%	+0.1%	+19.4%	+22.6%	+18.6%	+8.0%	−9.6%	$133M

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

5Y2 funds

#			Trend
1	AIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.11%	−0.4%	+10.9%	+13.0%	+21.5%	+11.7%	−8.9%	$871.7B
2	BAFSM	First Trust Active Factor Small Cap ETFRead Desk		0.75%	0.52%	+0.1%	+19.4%	+22.6%	+18.6%	+8.0%	−9.6%	$133M

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IVV

iShares Core S&P 500

$17,414

AFSM

First Trust Active Factor Small Cap

$14,699

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