VT vs AFDM

AVT

BAFDM

Measures won4–2VT wins · of 6 · 5Y

$10,000 · 5Y$15,576VT · VEA $15,147

Lowest cost0.03%VEA · $3 on $10k

Most income3.52%AFDM · $352 on $10k

Smallest drop−9.7%VT · worst fall in 1Y

Held in common5.9%VT and AFDM

AFDM

Vanguard Total World Stock ETF · $81.8BFirst Trust Active Factor International ETF · $147M

+21.0%3 years · per year$17,695 · $18,162+22.0%

+9.3%5 years · per year$15,576 · $14,856+8.2%

0.06%Expense ratio$6 · $80 on $10k · lower wins0.80%

1.59%12-mo yield$159 · $352 on $10k3.52%

−9.7%Worst dropSmaller wins−10.2%

14.7%VolatilityLower wins15.3%

4–2VT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVT · AFDM

0.6%ASML.AS1.8%

0.3%HSBA.L0.7%

0.2%SHEL.L1.2%

0.2%NOVN.SW1.3%

Held in common5.9%

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

All Three

5Y3 funds

#
1	AVT	Vanguard Total World Stock ETFRead Desk	0.06%	1.59%	−4.1%	+8.2%	+10.7%	+21.0%	+9.3%	−9.7%	$81.8B
2	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.50%	−3.7%	+10.2%	+16.0%	+20.9%	+8.7%	−11.6%	$231.6B
3	BAFDM	First Trust Active Factor International ETFRead Desk	0.80%	3.52%	−2.8%	+12.1%	+18.3%	+22.0%	+8.2%	−10.2%	$147M

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

All Three

5Y3 funds

#
1	AVT	Vanguard Total World Stock ETFRead Desk	0.06%	1.59%	−4.1%	+8.2%	+10.7%	+21.0%	+9.3%	−9.7%	$81.8B
2	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.50%	−3.7%	+10.2%	+16.0%	+20.9%	+8.7%	−11.6%	$231.6B
3	BAFDM	First Trust Active Factor International ETFRead Desk	0.80%	3.52%	−2.8%	+12.1%	+18.3%	+22.0%	+8.2%	−10.2%	$147M

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

VT vs AFDM

Vanguard Total World Stock

$15,576

AFDM

First Trust Active Factor International

$14,856

MeasureVTAFDM

Fee0.06%0.80%

Cost on $10k a year$6$80

Yield1.59%3.52%

5 years, per year+9.3%+8.2%

3 years, per year+21.0%+22.0%

Worst drop · 1Y−9.7%−10.2%

Volatility · 1Y14.7%15.3%

4–2measures won
VT first

5.9%

holdings shared

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

VEA vs IEFA

YTD

VanguardVEA

+10.2%

IEFAiShares

+8.5%

+10.2%Year to date+8.5%

2.5%Yield3.4%

$232BAssets$193B

1–1level

End-of-day Nov 5, 2026

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

Overlap: VT, AFDM, VEA

Today

23.3%most shared, VT and VEA

VTAFDMVEA

VT—5.9%23.3%

AFDM5.9%—19.3%

VEA23.3%19.3%—

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

Income After Fees on $10,000

$272most kept, AFDM

AFDM$352 − $80 = $272

VEA$250 − $3 = $247

VT$159 − $6 = $153

KeptFee

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