Compare · 2 funds side by side · dividends reinvested

AFMC and VUG

AFMCFirst Trust×VUGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,052VUG · best of the two

02 / 04

AFMC and VUG, 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%$248M1.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B1.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: AFMC 2019 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Active Factor Mid Cap ETF · $248M$15,861

AFMC

VUG

Vanguard Morningstar Growth ETF · $233B$16,052

$10,000 five years ago, dividends reinvested · they hold 0.7% in common

AFMCMeasureVUG

+18.6%Year to dateJan 1 → Nov 5+6.3%

+22.3%1 yearTotal return+3.4%

+23.1%3 years · per year$10,000 became $18,663 · $19,712+25.4%

+10.9%5 years · per year$10,000 became $16,746 · $17,153+11.4%

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

0.69%Trailing 12-mo yield$69 · $40 a year on $10k0.40%

−8.2%Worst dropSmaller is better−16.1%

14.3%VolatilityLower is calmer18.2%

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

5–3AFMC wins

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

More Ways to See the Pairs

AFMC vs VUG: Top 5 Holdings

Today

AFMC

6.8%in top 5

VUG

in top 545.2%

AFMCStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO4.3%

1.9%RSnot top 5

1.4%EXELnot top 5

1.3%DINOnot top 5

1.1%HALOnot top 5

1.1%RNRnot top 5

Held in common0.7%

End-of-day Nov 5, 2026 · share of each fund

AFMC vs VUG Returns, Every Period

First TrustAFMC

+10.9%

5 years, per year

VUGVanguard

+11.4%

5 years, per year

AFMCVUGFaded: behind in that period

2–2Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

AFMC vs VUG

YTD

First TrustAFMC

+18.6%

VUGVanguard

+6.3%

+18.6%Year to date+6.3%

−8.2%Worst drop · 1Y−16.1%

14.3%Volatility · 1Y18.2%

0.7%Yield0.4%

$248MAssets$233B

4–0AFMC wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AFMC, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

AFMC0.68%$68

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: AFMC, VUG

0.69%highest, AFMC

FundTrailing yieldYield$10k

AFMC0.69%$69

VUG0.40%$40

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$37most kept, VUG

VUG$40 − $3 = $37

AFMC$69 − $68 = $1

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: AFMC, VUG

Today

0.7%most shared, AFMC and VUG

AFMCVUG

AFMC—0.7%

VUG0.7%—

End-of-day Nov 5, 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

VUGWorst drop−16.1%18.2% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

AFMCVUG

+18.6%Year to date+6.3%

0.7%Yield0.4%

+22.3%Past year+3.4%

0.68%Fee0.03%

3–1AFMC wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026