Compare · 3 funds side by side · dividends reinvested

AFMC, IJH and VOO

AFMCFirst Trust×IJHiShares×VOOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,156VOO · best of the three

02 / 04

AFMC, IJH and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Active Factor Mid Cap ETFUS Stock Styles · Mid cap0.68%0.72%+14.2%+18.5%+21.3%+9.7%−8.2%14.8%$255M1.9

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.4%+9.8%+22.1%+11.4%−8.9%13.5%$1.00T1.9

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.26%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$121B2.3

Rank among the three1st → 3rdFee, 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: AFMC 2019 · IJH 2000 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Active Factor Mid Cap ETF · $255M$15,861

AFMC

IJH

iShares Core S&P Mid-Cap ETF · $121B$13,830

$10,000 five years ago, dividends reinvested · they hold 34.4% in common

AFMCMeasureIJH

+14.2%Year to dateJan 1 → Nov 5+9.5%

+18.5%1 yearTotal return+12.9%

+21.3%3 years · per year$10,000 became $17,853 · $15,806+16.5%

+9.7%5 years · per year$10,000 became $15,861 · $13,830+6.7%

0.68%Expense ratio$68 · $5 a year on $10k · lower is better0.05%

0.72%Trailing 12-mo yield$72 · $126 a year on $10k1.26%

−8.2%Worst dropSmaller is better−8.8%

14.8%VolatilityLower is calmer15.5%

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

6–2AFMC wins

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

More Ways to See the Pairs

AFMC vs IJH: Top 5 Holdings

Today

AFMC

6.8%in top 5

IJH

in top 53.5%

AFMCStockIJH

1.9%RSnot top 5

1.4%EXELnot top 5

1.3%DINOnot top 5

1.1%HALOnot top 5

1.1%RNRnot top 5

not top 5UTHR0.8%

not top 5FTI0.7%

not top 5ATI0.7%

not top 5USFD0.7%

not top 5THC0.7%

Held in common34.4%

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

AFMC vs IJH Returns, Every Period

First TrustAFMC

+9.7%

5 years, per year

IJHiShares

+6.7%

5 years, per year

AFMCIJHFaded: behind in that period

4–0AFMC wins

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

AFMC vs IJH

YTD

First TrustAFMC

+14.2%

IJHiShares

+9.5%

+14.2%Year to date+9.5%

−8.2%Worst drop · 1Y−8.8%

14.8%Volatility · 1Y15.5%

0.7%Yield1.3%

$255MAssets$121B

3–1AFMC wins

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

Cost, Income and Risk

Fees: AFMC, IJH, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IJH0.05%$5

AFMC0.68%$68

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

Yields: AFMC, IJH, VOO

1.26%highest, IJH

FundTrailing yieldYield$10k

IJH1.26%$126

VOO1.10%$110

AFMC0.72%$72

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

Income After Fees on $10,000

$121most kept, IJH

IJH$126 − $5 = $121

VOO$110 − $3 = $107

AFMC$72 − $68 = $4

KeptFee

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

Overlap: AFMC, IJH, VOO

Today

34.4%most shared, AFMC and IJH

AFMCIJHVOO

AFMC—34.4%1.3%

IJH34.4%—0.1%

VOO1.3%0.1%—

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

Return vs Bumpiness: 3 ETFs

+18.5%AFMC, at 14.8% volatility

VOOWorst drop−8.9%13.5% vol

AFMCWorst drop−8.2%14.8% vol

IJHWorst drop−8.8%15.5% vol

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

Paid More vs Made More

YTD

IJHAFMC

+9.5%Year to date+14.2%

1.3%Yield0.7%

+12.9%Past year+18.5%

0.05%Fee0.68%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026