IXUS vs AFDM

AIXUS

BAFDM

Measures won1–5AFDM wins · of 6 · 5Y

$10,000 · 5Y$15,184AFDM · VXUS $15,003

Lowest cost0.05%VXUS · $5 on $10k

Most income3.42%AFDM · $342 on $10k

Smallest drop−10.2%AFDM · worst fall in 1Y

Held in common15.7%IXUS and AFDM

IXUS

AFDM

iShares Core MSCI Total International Stock ETF · $58.4BFirst Trust Active Factor International ETF · $147M

+21.3%3 years · per year$17,865 · $18,879+23.6%

+8.4%5 years · per year$14,984 · $15,183+8.7%

0.07%Expense ratio$7 · $80 on $10k · lower wins0.80%

2.98%12-mo yield$298 · $342 on $10k3.42%

−11.4%Worst dropSmaller wins−10.2%

17.5%VolatilityLower wins15.0%

1–5AFDM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIXUS · AFDM

1.5%ASML.AS1.9%

0.7%SHEL.L1.3%

0.7%NOVN.SW1.3%

0.7%HSBA.L0.6%

Held in common15.7%

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

All Three

5Y3 funds

#
1	BAFDM	First Trust Active Factor International ETFRead Desk	0.80%	3.42%	+2.6%	+15.3%	+22.6%	+23.6%	+8.7%	−10.2%	$147M
2	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.37%	+2.0%	+12.0%	+15.0%	+21.0%	+8.5%	−11.3%	$163.2B
3	AIXUS	iShares Core MSCI Total International Stock ETFRead Desk	0.07%	2.98%	+2.0%	+12.4%	+15.2%	+21.3%	+8.4%	−11.4%	$58.4B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BAFDM	First Trust Active Factor International ETFRead Desk	0.80%	3.42%	+2.6%	+15.3%	+22.6%	+23.6%	+8.7%	−10.2%	$147M
2	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.37%	+2.0%	+12.0%	+15.0%	+21.0%	+8.5%	−11.3%	$163.2B
3	AIXUS	iShares Core MSCI Total International Stock ETFRead Desk	0.07%	2.98%	+2.0%	+12.4%	+15.2%	+21.3%	+8.4%	−11.4%	$58.4B

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

IXUS vs AFDM

IXUS

iShares Core MSCI Total International Stock

$14,984

AFDM

First Trust Active Factor International

$15,183

MeasureIXUSAFDM

Fee0.07%0.80%

Cost on $10k a year$7$80

Yield2.98%3.42%

5 years, per year+8.4%+8.7%

3 years, per year+21.3%+23.6%

Worst drop · 1Y−11.4%−10.2%

Volatility · 1Y17.5%15.0%

5–1measures won
AFDM first

15.7%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: IXUS, AFDM, VXUS

Today

77.8%most shared, IXUS and VXUS

IXUSAFDMVXUS

IXUS—15.7%77.8%

AFDM15.7%—14.6%

VXUS77.8%14.6%—

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

Income After Fees on $10,000

$291most kept, IXUS

IXUS$298 − $7 = $291

AFDM$342 − $80 = $262

VXUS$237 − $5 = $232

KeptFee

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