Compare · 3 funds side by side · dividends reinvested

AFMC, VTI and IVV

AFMCFirst Trust×VTIVanguard×IVViShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,177IVV · best of the three

02 / 04

AFMC, VTI and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B1.6

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.09%+8.9%+9.9%+21.7%+10.4%−8.9%13.7%$689B2.0

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%$245M2.3

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 · VTI 2001 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

AFMC

VTI

Vanguard Morningstar Total Stock Market ETF · $689B$16,375

$10,000 five years ago, dividends reinvested · they hold 3.7% in common

AFMCMeasureVTI

+14.1%Year to dateJan 1 → Nov 6+8.9%

+16.7%1 yearTotal return+9.9%

+20.8%3 years · per year$10,000 became $17,638 · $18,004+21.7%

+9.6%5 years · per year$10,000 became $15,849 · $16,375+10.4%

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

0.72%Trailing 12-mo yield$72 · $109 a year on $10k1.09%

−8.2%Worst dropSmaller is better−8.9%

14.8%VolatilityLower is calmer13.7%

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

3–5VTI 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 VTI: Top 5 Holdings

Today

AFMC

6.8%in top 5

VTI

in top 525.0%

AFMCStockVTI

not top 5NVDA7.1%

not top 5AAPL6.6%

not top 5MSFT5.2%

not top 5AMZN3.3%

not top 5GOOGL2.8%

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

Held in common3.7%

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

AFMC vs VTI Returns, Every Period

First TrustAFMC

+9.6%

5 years, per year

VTIVanguard

+10.4%

5 years, per year

AFMCVTIFaded: behind in that period

2–2Level

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

Stocks vs Core: AFMC vs IVV

YTD

First TrustAFMC

+14.1%

IVViShares

+8.7%

+14.1%Year to date+8.7%

−8.2%Worst drop · 1Y−8.9%

14.8%Volatility · 1Y13.6%

0.7%Yield1.1%

$245MAssets$853B

2–2level

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

Cost, Income and Risk

Fees: AFMC, VTI, IVV

Today

0.03%lowest, VTI

FundExpense ratioFee$10k

VTI0.03%$3

IVV0.03%$3

AFMC0.68%$68

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

Yields: AFMC, VTI, IVV

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

VTI1.09%$109

AFMC0.72%$72

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VTI$109 − $3 = $106

AFMC$72 − $68 = $4

KeptFee

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

Overlap: AFMC, VTI, IVV

Today

85.5%most shared, VTI and IVV

AFMCVTIIVV

AFMC—3.7%1.3%

VTI3.7%—85.5%

IVV1.3%85.5%—

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

IVVWorst drop−8.9%13.6% vol

VTIWorst drop−8.9%13.7% vol

AFMCWorst drop−8.2%14.8% vol

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

Paid More vs Made More

YTD

IVVAFMC

+8.7%Year to date+14.1%

1.1%Yield0.7%

+9.8%Past year+16.7%

0.03%Fee0.68%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026