Compare · 3 funds side by side · dividends reinvested

AFMC, VO and VOO

AFMCFirst Trust×VOVanguard×VOOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,749VOO · best of the three

02 / 04

AFMC, VO and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.8%+13.9%+20.5%+6.9%−8.2%12.4%$103B1.8

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$1.00T2.0

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%$248M2.1

Rank among the three1st → 3rdFee, 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 · VO 2004 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

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

AFMC

Vanguard Morningstar Mid-Cap ETF · $103B$13,977

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

AFMCMeasureVO

+18.4%Year to dateJan 1 → Nov 3+13.8%

+22.4%1 yearTotal return+13.9%

+23.3%3 years · per year$10,000 became $18,734 · $17,496+20.5%

+10.4%5 years · per year$10,000 became $16,407 · $13,977+6.9%

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

0.69%Trailing 12-mo yield$69 · $135 a year on $10k1.35%

−8.2%Worst dropSmaller is better−8.2%

14.3%VolatilityLower is calmer12.4%

AFMCVO 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 VO: Top 5 Holdings

Today

AFMC

6.9%in top 5

in top 55.3%

AFMCStockVO

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 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 3, 2026 · share of each fund

AFMC vs VO Returns, Every Period

First TrustAFMC

+10.4%

5 years, per year

VOVanguard

+6.9%

5 years, per year

AFMCVOFaded: behind in that period

4–0AFMC wins

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

AFMC vs VO

YTD

First TrustAFMC

+18.4%

VOVanguard

+13.8%

+18.4%Year to date+13.8%

−8.2%Worst drop · 1Y−8.2%

14.3%Volatility · 1Y12.4%

0.7%Yield1.3%

$248MAssets$103B

2–1VO wins

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

Cost, Income and Risk

Fees: AFMC, VO, VOO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

VOO0.03%$3

AFMC0.68%$68

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

Yields: AFMC, VO, VOO

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

VOO1.07%$107

AFMC0.69%$69

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

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

VOO$107 − $3 = $104

AFMC$69 − $68 = $1

KeptFee

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

Overlap: AFMC, VO, VOO

Today

15.4%most shared, VO and VOO

AFMCVOVOO

AFMC—2.5%1.3%

VO2.5%—15.4%

VOO1.3%15.4%—

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

Return vs Bumpiness: 3 ETFs

+22.4%AFMC, at 14.3% volatility

VOWorst drop−8.2%12.4% vol

VOOWorst drop−8.9%12.7% 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

VOAFMC

+13.8%Year to date+18.4%

1.3%Yield0.7%

+13.9%Past year+22.4%

0.03%Fee0.68%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Three

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

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

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