Compare · 2 funds side by side · dividends reinvested

AFMC and IWR

AFMCFirst Trust×IWRiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,407AFMC · best of the two

02 / 04

AFMC and IWR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Active Factor Mid Cap ETFUS Stock Styles · Mid cap0.68%0.69%+18.4%+22.4%+23.3%+10.4%−8.2%14.3%$248M1.5

iShares Russell Mid-Cap ETFUS Stock Styles · Mid cap0.18%1.15%+15.6%+16.7%+21.0%+7.3%−8.2%13.4%$58.2B1.5

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

End-of-day Nov 3, 2026 · returns include dividends · since: AFMC 2019 · IWR 2001

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Active Factor Mid Cap ETF · $248M$16,407

AFMC

IWR

iShares Russell Mid-Cap ETF · $58.2B$14,220

$10,000 five years ago, dividends reinvested · they hold 15.6% in common

AFMCMeasureIWR

+18.4%Year to dateJan 1 → Nov 3+15.6%

+22.4%1 yearTotal return+16.7%

+23.3%3 years · per year$10,000 became $18,734 · $17,698+21.0%

+10.4%5 years · per year$10,000 became $16,407 · $14,220+7.3%

0.68%Expense ratio$68 · $18 a year on $10k · lower is better0.18%

0.69%Trailing 12-mo yield$69 · $115 a year on $10k1.15%

−8.2%Worst dropSmaller is better−8.2%

14.3%VolatilityLower is calmer13.4%

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

4–3AFMC wins

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

More Ways to See the Pairs

AFMC vs IWR: Top 5 Holdings

Today

AFMC

6.9%in top 5

IWR

in top 53.8%

AFMCStockIWR

1.8%RSnot top 5

1.5%DINOnot top 5

1.3%EXELnot top 5

1.2%HALOnot top 5

1.2%CHRDnot top 5

not top 5MPC1.0%

not top 5PSX0.8%

not top 5SNOW0.8%

not top 5NET0.7%

not top 5MRNA0.6%

Held in common15.6%

End-of-day Nov 3, 2026 · share of each fund

AFMC vs IWR Returns, Every Period

First TrustAFMC

+10.4%

5 years, per year

IWRiShares

+7.3%

5 years, per year

AFMCIWRFaded: behind in that period

4–0AFMC wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

AFMC vs IWR

YTD

First TrustAFMC

+18.4%

IWRiShares

+15.6%

+18.4%Year to date+15.6%

−8.2%Worst drop · 1Y−8.2%

14.3%Volatility · 1Y13.4%

0.7%Yield1.2%

$248MAssets$58.2B

2–1IWR wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AFMC, IWR

Today

0.18%lowest, IWR

FundExpense ratioFee$10k

IWR0.18%$18

AFMC0.68%$68

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: AFMC, IWR

1.15%highest, IWR

FundTrailing yieldYield$10k

IWR1.15%$115

AFMC0.69%$69

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$97most kept, IWR

IWR$115 − $18 = $97

AFMC$69 − $68 = $1

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: AFMC, IWR

Today

15.6%most shared, AFMC and IWR

AFMCIWR

AFMC—15.6%

IWR15.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+22.4%AFMC, at 14.3% volatility

IWRWorst drop−8.2%13.4% vol

AFMCWorst drop−8.2%14.3% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

IWRAFMC

+15.6%Year to date+18.4%

1.2%Yield0.7%

+16.7%Past year+22.4%

0.18%Fee0.68%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026