Compare · 2 funds side by side · dividends reinvested

AFMC and MDY

AFMCFirst Trust×MDYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,746AFMC · best of the two

02 / 04

AFMC and MDY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Active Factor Mid Cap ETFUS Stock Styles · Mid cap0.68%0.69%+18.6%+22.3%+23.1%+10.9%−8.2%14.3%$248M1.3

State Street SPDR S&P MIDCAP 400 ETF TrustUS Stock Styles · Mid cap0.23%1.03%+13.6%+16.0%+18.0%+7.6%−8.8%14.9%$26.1B1.8

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

End-of-day Nov 4, 2026 · returns include dividends · since: AFMC 2019 · MDY 1995

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Active Factor Mid Cap ETF · $248M$16,746

AFMC

MDY

State Street SPDR S&P MIDCAP 400 ETF Trust · $26.1B$14,436

$10,000 five years ago, dividends reinvested · they hold 34.3% in common

AFMCMeasureMDY

+18.6%Year to dateJan 1 → Nov 4+13.6%

+22.3%1 yearTotal return+16.0%

+23.1%3 years · per year$10,000 became $18,663 · $16,442+18.0%

+10.9%5 years · per year$10,000 became $16,746 · $14,436+7.6%

0.68%Expense ratio$68 · $23 a year on $10k · lower is better0.23%

0.69%Trailing 12-mo yield$69 · $103 a year on $10k1.03%

−8.2%Worst dropSmaller is better−8.8%

14.3%VolatilityLower is calmer14.9%

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

6–2AFMC wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AFMC vs MDY: Top 5 Holdings

Today

AFMC

6.9%in top 5

MDY

in top 53.8%

AFMCStockMDY

1.9%RSnot top 5

1.4%DINOnot top 5

1.4%EXELnot top 5

1.1%HALOnot top 5

1.1%RNRnot top 5

not top 5OKTA0.9%

not top 5FTI0.8%

not top 5CASH_USD0.7%

not top 5UTHR0.7%

not top 5ATI0.7%

Held in common34.3%

End-of-day Nov 4, 2026 · share of each fund

AFMC vs MDY Returns, Every Period

First TrustAFMC

+10.9%

5 years, per year

MDYSPDR

+7.6%

5 years, per year

AFMCMDYFaded: behind in that period

4–0AFMC wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

AFMC vs MDY

YTD

First TrustAFMC

+18.6%

MDYSPDR

+13.6%

+18.6%Year to date+13.6%

−8.2%Worst drop · 1Y−8.8%

14.3%Volatility · 1Y14.9%

0.7%Yield1.0%

$248MAssets$26.1B

3–1AFMC wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AFMC, MDY

Today

0.23%lowest, MDY

FundExpense ratioFee$10k

MDY0.23%$23

AFMC0.68%$68

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: AFMC, MDY

1.03%highest, MDY

FundTrailing yieldYield$10k

MDY1.03%$103

AFMC0.69%$69

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$80most kept, MDY

MDY$103 − $23 = $80

AFMC$69 − $68 = $1

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: AFMC, MDY

Today

34.3%most shared, AFMC and MDY

AFMCMDY

AFMC—34.3%

MDY34.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+22.3%AFMC, at 14.3% volatility

AFMCWorst drop−8.2%14.3% vol

MDYWorst drop−8.8%14.9% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

MDYAFMC

+13.6%Year to date+18.6%

1.0%Yield0.7%

+16.0%Past year+22.3%

0.23%Fee0.68%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026