AFMC vs VO

AAFMC

BVO

Measures won2–3VO wins · of 6 · 5Y

$10,000 · 5Y$16,746AFMC · VO $14,290

Lowest cost0.03%VO · $3 on $10k

Most income1.34%VO · $134 on $10k

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

Held in common2.5%AFMC and VO

AFMC

First Trust Active Factor Mid Cap ETF · $248MVanguard Morningstar Mid-Cap ETF · $103B

+23.1%3 years · per year$18,663 · $17,578+20.7%

+10.9%5 years · per year$16,746 · $14,290+7.4%

0.68%Expense ratio$68 · $3 on $10k · lower wins0.03%

0.69%12-mo yield$69 · $134 on $10k1.34%

−8.2%Worst dropSmaller wins−8.2%

14.3%VolatilityLower wins12.4%

2–3VO wins

$10,000 · 5 yearsOne scale

Shared top holdingsAFMC · VO

0.6%FIX0.6%

0.4%CAH0.5%

0.7%NTAP0.4%

0.3%BE0.8%

Held in common2.5%

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	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.34%	+0.9%	+14.7%	+15.3%	+20.7%	+7.4%	−8.2%	$103.4B

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	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.34%	+0.9%	+14.7%	+15.3%	+20.7%	+7.4%	−8.2%	$103.4B

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 VO

AFMC

First Trust Active Factor Mid Cap

$16,746

Vanguard Morningstar Mid-Cap

$14,290

MeasureAFMCVO

Fee0.68%0.03%

Cost on $10k a year$68$3

Yield0.69%1.34%

5 years, per year+10.9%+7.4%

3 years, per year+23.1%+20.7%

Worst drop · 1Y−8.2%−8.2%

Volatility · 1Y14.3%12.4%

3–2measures won
VO first

2.5%

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%

$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

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

Overlap: AFMC, VO

Today

2.5%most shared, AFMC and VO

AFMCVO

AFMC—2.5%

VO2.5%—

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

Income After Fees on $10,000

$131most kept, VO

VO$134 − $3 = $131

AFMC$69 − $68 = $1

KeptFee

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