Compare · 3 funds side by side · dividends reinvested

AFSM, VO and VUG

AFSMFirst Trust×VOVanguard×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,565VUG · best of the three

02 / 04

AFSM, VO and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+15.6%+18.8%+6.8%−8.2%13.1%$103B1.8

First Trust Active Factor Small Cap ETFUS Stock Styles · Small cap0.75%0.52%+19.3%+22.9%+19.5%+8.0%−9.6%18.1%$129M1.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$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 9, 2026 · returns include dividends · since: AFSM 2019 · VO 2004 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Active Factor Small Cap ETF · $129M$14,677

AFSM

Vanguard Morningstar Mid-Cap ETF · $103B$13,867

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

AFSMMeasureVO

+19.3%Year to dateJan 1 → Nov 9+13.6%

+22.9%1 yearTotal return+15.6%

+19.5%3 years · per year$10,000 became $17,061 · $16,763+18.8%

+8.0%5 years · per year$10,000 became $14,677 · $13,867+6.8%

0.75%Expense ratio$75 · $3 a year on $10k · lower is better0.03%

0.52%Trailing 12-mo yield$52 · $135 a year on $10k1.35%

−9.6%Worst dropSmaller is better−8.2%

18.1%VolatilityLower is calmer13.1%

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

4–4Level

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AFSM vs VO: Top 5 Holdings

Today

AFSM

4.6%in top 5

in top 55.3%

AFSMStockVO

not top 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

not top 5PSX1.0%

not top 5PWR1.0%

0.9%NHCnot top 5

0.9%KNSAnot top 5

0.9%PARRnot top 5

0.9%ANFnot top 5

0.9%MATXnot top 5

Held in common0.7%

End-of-day Nov 9, 2026 · share of each fund

AFSM vs VO Returns, Every Period

First TrustAFSM

+8.0%

5 years, per year

VOVanguard

+6.8%

5 years, per year

AFSMVOFaded: behind in that period

4–0AFSM wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

AFSM vs VO

YTD

First TrustAFSM

+19.3%

VOVanguard

+13.6%

+19.3%Year to date+13.6%

−9.6%Worst drop · 1Y−8.2%

18.1%Volatility · 1Y13.1%

0.5%Yield1.4%

$129MAssets$103B

3–1VO wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AFSM, VO, VUG

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

VUG0.03%$3

AFSM0.75%$75

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: AFSM, VO, VUG

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

AFSM0.52%$52

VUG0.41%$41

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

VUG$41 − $3 = $38

AFSM$52 − $75 = −$23

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: AFSM, VO, VUG

Today

10.2%most shared, VO and VUG

AFSMVOVUG

AFSM—0.7%0.4%

VO0.7%—10.2%

VUG0.4%10.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+22.9%AFSM, at 18.1% volatility

VOWorst drop−8.2%13.1% vol

AFSMWorst drop−9.6%18.1% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

VOAFSM

+13.6%Year to date+19.3%

1.4%Yield0.5%

+15.6%Past year+22.9%

0.03%Fee0.75%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026