Compare · 3 funds side by side · dividends reinvested

AFMC, VO and VUG

AFMCFirst Trust×VOVanguard×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,124VUG · best of the three

02 / 04

AFMC, VO and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.6%+11.6%+18.6%+6.3%−8.2%12.9%$103B1.8

First Trust Active Factor Mid Cap ETFUS Stock Styles · Mid cap0.68%0.72%+14.1%+16.7%+20.8%+9.6%−8.2%14.8%$245M1.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.3

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

End-of-day Nov 6, 2026 · returns include dividends · since: AFMC 2019 · VO 2004 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Active Factor Mid Cap ETF · $245M$15,849

AFMC

Vanguard Morningstar Mid-Cap ETF · $103B$13,590

$10,000 five years ago, dividends reinvested · they hold 2.3% in common

AFMCMeasureVO

+14.1%Year to dateJan 1 → Nov 6+10.6%

+16.7%1 yearTotal return+11.6%

+20.8%3 years · per year$10,000 became $17,638 · $16,701+18.6%

+9.6%5 years · per year$10,000 became $15,849 · $13,590+6.3%

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

0.72%Trailing 12-mo yield$72 · $139 a year on $10k1.39%

−8.2%Worst dropSmaller is better−8.2%

14.8%VolatilityLower is calmer12.9%

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

4–3AFMC wins

End-of-day Nov 6, 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

6.8%in top 5

in top 55.3%

AFMCStockVO

1.8%RSnot top 5

1.3%EXELnot top 5

1.3%DINOnot top 5

1.2%RNRnot top 5

1.2%CASYnot top 5

not top 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

not top 5PSX1.0%

not top 5PWR1.0%

Held in common2.3%

End-of-day Nov 6, 2026 · share of each fund

AFMC vs VO Returns, Every Period

First TrustAFMC

+9.6%

5 years, per year

VOVanguard

+6.3%

5 years, per year

AFMCVOFaded: behind in that period

4–0AFMC wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

AFMC vs VO

YTD

First TrustAFMC

+14.1%

VOVanguard

+10.6%

+14.1%Year to date+10.6%

−8.2%Worst drop · 1Y−8.2%

14.8%Volatility · 1Y12.9%

0.7%Yield1.4%

$245MAssets$103B

2–1VO wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AFMC, VO, VUG

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

VUG0.03%$3

AFMC0.68%$68

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: AFMC, VO, VUG

1.39%highest, VO

FundTrailing yieldYield$10k

VO1.39%$139

AFMC0.72%$72

VUG0.42%$42

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

VUG$42 − $3 = $39

AFMC$72 − $68 = $4

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: AFMC, VO, VUG

Today

10.2%most shared, VO and VUG

AFMCVOVUG

AFMC—2.3%0.7%

VO2.3%—10.2%

VUG0.7%10.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+16.7%AFMC, at 14.8% volatility

VOWorst drop−8.2%12.9% vol

AFMCWorst drop−8.2%14.8% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

VOAFMC

+10.6%Year to date+14.1%

1.4%Yield0.7%

+11.6%Past year+16.7%

0.03%Fee0.68%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026