AFMC vs SPY

AAFMC

BSPY

Measures won1–5SPY wins · of 6 · 5Y

$10,000 · 5Y$18,060SPY · AFMC $16,746

Lowest cost0.09%SPY · $9 on $10k

Most income0.99%SPY · $99 on $10k

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

Held in common1.4%AFMC and SPY

AFMC

SPY

First Trust Active Factor Mid Cap ETF · $248MState Street SPDR S&P 500 ETF · $805B

+23.1%3 years · per year$18,663 · $19,132+24.1%

+10.9%5 years · per year$16,746 · $18,060+12.6%

0.68%Expense ratio$68 · $9 on $10k · lower wins0.09%

0.69%12-mo yield$69 · $99 on $10k0.99%

−8.2%Worst dropSmaller wins−8.9%

14.3%VolatilityLower wins12.9%

1–5SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsAFMC · SPY

0.3%BE0.1%

0.4%CAH0.1%

0.6%FIX0.1%

0.2%CIEN0.1%

Held in common1.4%

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	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

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	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

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 SPY

AFMC

First Trust Active Factor Mid Cap

$16,746

SPY

SPDR S&P 500

$18,060

MeasureAFMCSPY

Fee0.68%0.09%

Cost on $10k a year$68$9

Yield0.69%0.99%

5 years, per year+10.9%+12.6%

3 years, per year+23.1%+24.1%

Worst drop · 1Y−8.2%−8.9%

Volatility · 1Y14.3%12.9%

5–1measures won
SPY first

1.4%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 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 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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: AFMC, SPY

Today

1.4%most shared, AFMC and SPY

AFMCSPY

AFMC—1.4%

SPY1.4%—

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

Income After Fees on $10,000

$90most kept, SPY

SPY$99 − $9 = $90

AFMC$69 − $68 = $1

KeptFee

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