AFMC vs VIG

AAFMC

BVIG

Measures won1–5VIG wins · of 6 · 5Y

$10,000 · 5Y$17,005VIG · AFMC $16,746

Lowest cost0.04%VIG · $4 on $10k

Most income1.44%VIG · $144 on $10k

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common2.4%AFMC and VIG

AFMC

VIG

First Trust Active Factor Mid Cap ETF · $248MVanguard Dividend Appreciation ETF · $109B

+23.1%3 years · per year$18,663 · $17,533+20.6%

+10.9%5 years · per year$16,746 · $17,005+11.2%

0.68%Expense ratio$68 · $4 on $10k · lower wins0.04%

0.69%12-mo yield$69 · $144 on $10k1.44%

−8.2%Worst dropSmaller wins−7.9%

14.3%VolatilityLower wins10.2%

1–5VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsAFMC · VIG

0.6%FIX0.3%

0.4%CAH0.2%

0.3%WSM0.1%

1.1%CASY0.1%

Held in common2.4%

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
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 VIG

AFMC

First Trust Active Factor Mid Cap

$16,746

VIG

Vanguard Dividend Appreciation

$17,005

MeasureAFMCVIG

Fee0.68%0.04%

Cost on $10k a year$68$4

Yield0.69%1.44%

5 years, per year+10.9%+11.2%

3 years, per year+23.1%+20.6%

Worst drop · 1Y−8.2%−7.9%

Volatility · 1Y14.3%10.2%

5–1measures won
VIG first

2.4%

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

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$45.1BAssets$109B

2–0DGRO 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

Overlap: AFMC, VIG

Today

2.4%most shared, AFMC and VIG

AFMCVIG

AFMC—2.4%

VIG2.4%—

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

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

AFMC$69 − $68 = $1

KeptFee

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