SDVD vs AFSM

ASDVD

BAFSM

Measures won3–2SDVD wins · of 6 · 5Y

$10,000 · 5Y$14,653AFSM

Lowest cost0.75%AFSM · $75 on $10k

Most income9.15%SDVD · $915 on $10k

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

Held in common6.5%SDVD and AFSM

SDVD

AFSM

FT Vest SMID Rising Dividend Achievers Target Income ETF · $903MFirst Trust Active Factor Small Cap ETF · $132M

+18.0%3 years · per year$16,418 · $17,100+19.6%

[…]5 years · per year[…] · $14,653+7.9%

0.85%Expense ratio$85 · $75 on $10k · lower wins0.75%

9.15%12-mo yield$915 · $53 on $10k0.53%

−8.9%Worst dropSmaller wins−9.6%

14.4%VolatilityLower wins17.9%

3–2SDVD wins

$10,000 · 5 yearsOne scale

Shared top holdingsSDVD · AFSM

1.0%NHC0.9%

0.5%HRB0.6%

0.7%ENS0.5%

0.7%EME0.4%

Held in common6.5%

End-of-day Nov 5, 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	BAFSM	First Trust Active Factor Small Cap ETFRead Desk		0.75%	0.53%	−4.4%	+15.9%	+19.7%	+19.6%	+7.9%	−9.6%	$132M
2	ASDVD	FT Vest SMID Rising Dividend Achievers Target Income ETFRead Desk		0.85%	9.15%	−2.7%	+11.9%	+15.7%	+18.0%	new	−8.9%	$903M

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

Both

5Y2 funds

#			Trend
1	BAFSM	First Trust Active Factor Small Cap ETFRead Desk		0.75%	0.53%	−4.4%	+15.9%	+19.7%	+19.6%	+7.9%	−9.6%	$132M
2	ASDVD	FT Vest SMID Rising Dividend Achievers Target Income ETFRead Desk		0.85%	9.15%	−2.7%	+11.9%	+15.7%	+18.0%	new	−8.9%	$903M

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

Cards for this view

SDVD vs AFSM

SDVD

FT Vest SMID Rising Dividend Achievers Target Income

[…]

AFSM

First Trust Active Factor Small Cap

$14,653

MeasureSDVDAFSM

Fee0.85%0.75%

Cost on $10k a year$85$75

Yield9.15%0.53%

5 years, per year[…]+7.9%

3 years, per year+18.0%+19.6%

Worst drop · 1Y−8.9%−9.6%

Volatility · 1Y14.4%17.9%

3–2measures won
SDVD first

6.5%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: SDVD, AFSM

Today

6.5%most shared, SDVD and AFSM

SDVDAFSM

SDVD—6.5%

AFSM6.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$830most kept, SDVD

SDVD$915 − $85 = $830

AFSM$53 − $75 = −$22

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee