Compare · 3 funds side by side · dividends reinvested

FCTR, VO and IWF

FCTRFirst Trust×VOVanguard×IWFiShares×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,699IWF · best of the three

Story of the three · IncomeMost incomeVO · 1.35% · $135 a year on $10k

Story of the three · RiskSmallest drop

FCTR, VO and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+14.4%+18.0%+6.7%−8.2%13.0%$103B1.3

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−3.4%−2.9%+19.1%+9.4%−14.6%19.5%$117B1.9

First Trust Lunt U.S. Factor Rotation ETFUS Stock Styles · Large cap0.65%0.64%−8.8%−7.7%+10.4%−1.1%−22.9%20.9%$44M2.9

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

End-of-day Nov 10, 2026 · returns include dividends · since: FCTR 2018 · VO 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

First Trust Lunt U.S. Factor Rotation ETF · $44M$9,440

FCTR

VO

Vanguard Morningstar Mid-Cap ETF · $103B$13,829

$10,000 five years ago, dividends reinvested · they hold 26.0% in common

FCTRMeasure

More Ways to See the Pairs

FCTR vs VO: Top 5 Holdings

Today

FCTR

7.4%in top 5

VO

in top 55.3%

FCTRStockVO

1.8%CHTRnot top 5

1.6%INTUnot top 5

1.6%FISVnot top 5

1.2%Vnot top 5

1.2%VLTOnot top 5

Cost, Income and Risk

Fees: FCTR, VO, IWF

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IWF0.18%$18

FCTR0.65%$65

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

Yields: FCTR, VO, IWF

1Y

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

+3.4%Year to date+4.1%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

VO

−8.8%Year to dateJan 1 → Nov 10+13.6%

−7.7%1 yearTotal return+14.4%

+10.4%3 years · per year$10,000 became $13,461 · $16,445+18.0%

−1.1%5 years · per year$10,000 became $9,440 · $13,829+6.7%

0.65%Expense ratio$65 · $3 a year on $10k · lower is better0.03%

0.64%Trailing 12-mo yield$64 · $135 a year on $10k1.35%

−22.9%Worst dropSmaller is better−8.2%

20.9%VolatilityLower is calmer13.0%

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

0–8VO wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

not top 5PSX1.0%

not top 5PWR1.0%

Held in common26.0%

End-of-day Nov 10, 2026 · share of each fund

FCTR vs VO Returns, Every Period

5Y

First TrustFCTR

−1.1%

5 years, per year

VOVanguard

+6.7%

5 years, per year

FCTRVOFaded: behind in that period

0–4VO wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

FCTR vs VO

YTD

First TrustFCTR

−8.8%

VOVanguard

+13.6%

−8.8%Year to date+13.6%

−22.9%Worst drop · 1Y−8.2%

20.9%Volatility · 1Y13.0%

0.6%Yield1.4%

$43.5MAssets$103B

4–0VO wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

FCTR0.64%$64

IWF0.38%$38

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$132most kept, VO

VO$135 − $3 = $132

IWF$38 − $18 = $20

FCTR$64 − $65 = −$1

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: FCTR, VO, IWF

Today

26.0%most shared, FCTR and VO

FCTRVOIWF

FCTR—26.0%9.3%

VO26.0%—9.3%

IWF9.3%9.3%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+14.4%VO, at 13.0% volatility

VOWorst drop−8.2%13.0% vol

IWFWorst drop−14.6%19.5% vol

FCTRWorst drop−22.9%20.9% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

VOIWF

+13.6%Year to date−3.4%

1.4%Yield0.4%

+14.4%Past year−2.9%

0.03%Fee0.18%

4–0VO wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

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FCTR, VO and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three