AFMC vs IWR

AAFMC

BIWR

Measures won2–3IWR wins · of 6 · 5Y

$10,000 · 5Y$16,746AFMC · IWR $14,596

Lowest cost0.18%IWR · $18 on $10k

Most income1.14%IWR · $114 on $10k

Smallest drop−8.2%IWR · worst fall in 1Y

Held in common15.6%AFMC and IWR

AFMC

IWR

First Trust Active Factor Mid Cap ETF · $248MiShares Russell Mid-Cap ETF · $58.2B

+23.1%3 years · per year$18,663 · $17,790+21.2%

+10.9%5 years · per year$16,746 · $14,596+7.9%

0.68%Expense ratio$68 · $18 on $10k · lower wins0.18%

0.69%12-mo yield$69 · $114 on $10k1.14%

−8.2%Worst dropSmaller wins−8.2%

14.3%VolatilityLower wins13.4%

2–3IWR wins

$10,000 · 5 yearsOne scale

Shared top holdingsAFMC · IWR

0.4%CAH0.4%

0.6%FIX0.3%

0.7%NTAP0.3%

0.4%FLEX0.2%

Held in common15.6%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	AAFMC	First Trust Active Factor Mid Cap ETFRead Desk		0.68%	0.69%	+0.2%	+18.6%	+22.3%	+23.1%	+10.9%	−8.2%	$248M
2	BIWR	iShares Russell Mid-Cap ETFRead Desk		0.18%	1.14%	+1.1%	+16.9%	+18.2%	+21.2%	+7.9%	−8.2%	$58.2B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AAFMC	First Trust Active Factor Mid Cap ETFRead Desk		0.68%	0.69%	+0.2%	+18.6%	+22.3%	+23.1%	+10.9%	−8.2%	$248M
2	BIWR	iShares Russell Mid-Cap ETFRead Desk		0.18%	1.14%	+1.1%	+16.9%	+18.2%	+21.2%	+7.9%	−8.2%	$58.2B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

AFMC vs IWR

AFMC

First Trust Active Factor Mid Cap

$16,746

IWR

iShares Russell Mid-Cap

$14,596

MeasureAFMCIWR

Fee0.68%0.18%

Cost on $10k a year$68$18

Yield0.69%1.14%

5 years, per year+10.9%+7.9%

3 years, per year+23.1%+21.2%

Worst drop · 1Y−8.2%−8.2%

Volatility · 1Y14.3%13.4%

3–2measures won
IWR first

15.6%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: AFMC, IWR

Today

15.6%most shared, AFMC and IWR

AFMCIWR

AFMC—15.6%

IWR15.6%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$96most kept, IWR

IWR$114 − $18 = $96

AFMC$69 − $68 = $1

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee