Compare · 3 funds side by side · dividends reinvested

AFMC, VUG and IWF

AFMCFirst Trust×VUGVanguard×IWFiShares×

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, VUG and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Active Factor Mid Cap ETFUS Stock Styles · Mid cap0.68%0.72%+14.1%+16.7%+20.8%+9.6%−8.2%14.8%$255M1.5

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B1.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B2.8

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 · VUG 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Active Factor Mid Cap ETF · $255M$15,849

AFMC

VUG

Vanguard Morningstar Growth ETF · $233B$16,124

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

AFMCMeasureVUG

+14.1%Year to dateJan 1 → Nov 6+1.4%

+16.7%1 yearTotal return+0.2%

+20.8%3 years · per year$10,000 became $17,638 · $18,415+22.6%

+9.6%5 years · per year$10,000 became $15,849 · $16,124+10.0%

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

0.72%Trailing 12-mo yield$72 · $42 a year on $10k0.42%

−8.2%Worst dropSmaller is better−15.1%

14.8%VolatilityLower is calmer19.0%

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

5–3AFMC 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 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%

1.8%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 common0.7%

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

AFMC vs VUG Returns, Every Period

First TrustAFMC

+9.6%

5 years, per year

VUGVanguard

+10.0%

5 years, per year

AFMCVUGFaded: behind in that period

2–2Level

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

AFMC vs VUG

YTD

First TrustAFMC

+14.1%

VUGVanguard

+1.4%

+14.1%Year to date+1.4%

−8.2%Worst drop · 1Y−15.1%

14.8%Volatility · 1Y19.0%

0.7%Yield0.4%

$255MAssets$233B

4–0AFMC wins

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

Cost, Income and Risk

Fees: AFMC, VUG, IWF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

AFMC0.68%$68

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

Yields: AFMC, VUG, IWF

0.72%highest, AFMC

FundTrailing yieldYield$10k

AFMC0.72%$72

VUG0.42%$42

IWF0.39%$39

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

Income After Fees on $10,000

$39most kept, VUG

VUG$42 − $3 = $39

IWF$39 − $18 = $21

AFMC$72 − $68 = $4

KeptFee

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

Overlap: AFMC, VUG, IWF

Today

78.0%most shared, VUG and IWF

AFMCVUGIWF

AFMC—0.7%1.9%

VUG0.7%—78.0%

IWF1.9%78.0%—

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

AFMCWorst drop−8.2%14.8% vol

VUGWorst drop−15.1%19.0% vol

IWFWorst drop−14.6%19.4% vol

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

Paid More vs Made More

YTD

AFMCVUG

+14.1%Year to date+1.4%

0.7%Yield0.4%

+16.7%Past year+0.2%

0.68%Fee0.03%

3–1AFMC wins

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026