Compare · 3 funds side by side · dividends reinvested

AFMC, VO and IWF

AFMCFirst Trust×VOVanguard×IWFiShares×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,056AFMC · best of the three

Story of the three · IncomeMost incomeVO · 1.35% · $135 a year on $10k

Story of the three · RiskSmallest drop

AFMC, VO and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Active Factor Mid Cap ETFUS Stock Styles · Mid cap0.68%0.70%+17.5%+20.7%+20.4%+9.9%−8.2%15.0%$252M1.6

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+14.4%+18.0%+6.7%−8.2%13.0%$103B1.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−3.4%−2.9%+19.1%+9.4%−14.6%19.5%$117B2.6

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 10, 2026 · returns include dividends · since: AFMC 2019 · VO 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

First Trust Active Factor Mid Cap ETF · $252M$16,056

AFMC

VO

Vanguard Morningstar Mid-Cap ETF · $103B$13,829

$10,000 five years ago, dividends reinvested · they hold 2.5% in common

AFMCMeasure

More Ways to See the Pairs

AFMC vs VO: Top 5 Holdings

Today

AFMC

6.7%in top 5

VO

in top 55.3%

AFMCStockVO

1.8%RSnot top 5

1.4%EXELnot top 5

1.3%DINOnot top 5

1.2%APLEnot top 5

1.1%CASYnot top 5

Cost, Income and Risk

Fees: AFMC, VO, IWF

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IWF0.18%$18

AFMC0.68%$68

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

Yields: AFMC, VO, IWF

1Y

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

+3.4%Year to date+4.1%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.0B

1–1level

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

VO

+17.5%Year to dateJan 1 → Nov 10+13.6%

+20.7%1 yearTotal return+14.4%

+20.4%3 years · per year$10,000 became $17,450 · $16,445+18.0%

+9.9%5 years · per year$10,000 became $16,056 · $13,829+6.7%

0.68%Expense ratio$68 · $3 a year on $10k · lower is better0.03%

0.70%Trailing 12-mo yield$70 · $135 a year on $10k1.35%

−8.2%Worst dropSmaller is better−8.2%

15.0%VolatilityLower is calmer13.0%

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

4–3AFMC wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

not top 5PSX1.0%

not top 5PWR1.0%

Held in common2.5%

End-of-day Nov 10, 2026 · share of each fund

AFMC vs VO Returns, Every Period

5Y

First TrustAFMC

+9.9%

5 years, per year

VOVanguard

+6.7%

5 years, per year

AFMCVOFaded: behind in that period

4–0AFMC wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

AFMC vs VO

YTD

First TrustAFMC

+17.5%

VOVanguard

+13.6%

+17.5%Year to date+13.6%

−8.2%Worst drop · 1Y−8.2%

15.0%Volatility · 1Y13.0%

0.7%Yield1.4%

$252MAssets$103B

2–1VO wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

AFMC0.70%$70

IWF0.38%$38

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$132most kept, VO

VO$135 − $3 = $132

IWF$38 − $18 = $20

AFMC$70 − $68 = $2

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: AFMC, VO, IWF

Today

9.3%most shared, VO and IWF

AFMCVOIWF

AFMC—2.5%2.0%

VO2.5%—9.3%

IWF2.0%9.3%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+20.7%AFMC, at 15.0% volatility

VOWorst drop−8.2%13.0% vol

AFMCWorst drop−8.2%15.0% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

VOAFMC

+13.6%Year to date+17.5%

1.4%Yield0.7%

+14.4%Past year+20.7%

0.03%Fee0.68%

2–2level

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

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AFMC, VO and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three