Compare · 2 funds side by side · dividends reinvested

AFLG and VTV

AFLGFirst Trust×VTVVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,626VTV · best of the two

02 / 04

AFLG and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.86%+19.0%+24.0%+21.3%+12.0%−6.4%10.7%$184B1.1

First Trust Active Factor Large Cap ETFUS Stock Styles · Large cap0.55%0.73%+10.2%+11.7%+22.1%+11.1%−8.2%12.5%$920M1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: AFLG 2019 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Active Factor Large Cap ETF · $920M$16,892

AFLG

VTV

Vanguard Morningstar Value ETF · $184B$17,626

$10,000 five years ago, dividends reinvested · they hold 23.8% in common

AFLGMeasureVTV

+10.2%Year to dateJan 1 → Nov 5+19.0%

+11.7%1 yearTotal return+24.0%

+22.1%3 years · per year$10,000 became $18,187 · $17,832+21.3%

+11.1%5 years · per year$10,000 became $16,892 · $17,626+12.0%

0.55%Expense ratio$55 · $3 a year on $10k · lower is better0.03%

0.73%Trailing 12-mo yield$73 · $186 a year on $10k1.86%

−8.2%Worst dropSmaller is better−6.4%

12.5%VolatilityLower is calmer10.7%

AFLGVTV Winner of the row, in its colourEach row: the bigger of the two fills its side

1–7VTV wins

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AFLG vs VTV: Top 5 Holdings

Today

AFLG

26.0%in top 5

VTV

in top 515.8%

AFLGStockVTV

7.1%NVDAnot top 5

7.0%AAPLnot top 5

4.8%GOOGLnot top 5

not top 5MU4.6%

4.5%MSFTnot top 5

not top 5JPM3.3%

not top 5BRK-B2.9%

not top 5XOM2.6%

2.5%AMZNnot top 5

not top 5JNJ2.4%

Held in common23.8%

End-of-day Nov 5, 2026 · share of each fund

AFLG vs VTV Returns, Every Period

First TrustAFLG

+11.1%

5 years, per year

VTVVanguard

+12.0%

5 years, per year

AFLGVTVFaded: behind in that period

1–3VTV wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

AFLG vs VTV

YTD

First TrustAFLG

+10.2%

VTVVanguard

+19.0%

+10.2%Year to date+19.0%

−8.2%Worst drop · 1Y−6.4%

12.5%Volatility · 1Y10.7%

0.7%Yield1.9%

$920MAssets$184B

4–0VTV wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AFLG, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

AFLG0.55%$55

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: AFLG, VTV

1.86%highest, VTV

FundTrailing yieldYield$10k

VTV1.86%$186

AFLG0.73%$73

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$183most kept, VTV

VTV$186 − $3 = $183

AFLG$73 − $55 = $18

KeptFee

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

Overlap: AFLG, VTV

Today

23.8%most shared, AFLG and VTV

AFLGVTV

AFLG—23.8%

VTV23.8%—

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

Return vs Bumpiness: 2 ETFs

+24.0%VTV, at 10.7% volatility

VTVWorst drop−6.4%10.7% vol

AFLGWorst drop−8.2%12.5% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

VTVAFLG

+19.0%Year to date+10.2%

1.9%Yield0.7%

+24.0%Past year+11.7%

0.03%Fee0.55%

4–0VTV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.9B

2–0VTV wins

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