AFMC vs VO

AAFMC

BVO

Measures won2–3VO wins · of 6 · 5Y

$10,000 · 5Y$17,749VOO · AFMC $16,407

Lowest cost0.03%VO · $3 on $10k

Most income1.35%VO · $135 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

+23.3%3 years · per year$18,734 · $17,496+20.5%

+10.4%5 years · per year$16,407 · $13,977+6.9%

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

0.69%12-mo yield$69 · $135 on $10k1.35%

−8.2%Worst dropSmaller wins−8.2%

14.3%VolatilityLower wins12.4%

2–3VO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAFMC · VO

0.5%FIX0.6%

0.4%CAH0.5%

0.8%NTAP0.4%

0.3%BE0.8%

Held in common2.5%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
2	AAFMC	First Trust Active Factor Mid Cap ETFRead Desk	0.68%	0.69%	0.0%	+18.4%	+22.4%	+23.3%	+10.4%	−8.2%	$248M
3	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	0.0%	+13.8%	+13.9%	+20.5%	+6.9%	−8.2%	$103.4B

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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
2	AAFMC	First Trust Active Factor Mid Cap ETFRead Desk	0.68%	0.69%	0.0%	+18.4%	+22.4%	+23.3%	+10.4%	−8.2%	$248M
3	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	0.0%	+13.8%	+13.9%	+20.5%	+6.9%	−8.2%	$103.4B

End-of-day Nov 3, 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

$16,407

Vanguard Morningstar Mid-Cap

$13,977

MeasureAFMCVO

Fee0.68%0.03%

Cost on $10k a year$68$3

Yield0.69%1.35%

5 years, per year+10.4%+6.9%

3 years, per year+23.3%+20.5%

Worst drop · 1Y−8.2%−8.2%

Volatility · 1Y14.3%12.4%

3–2measures won
VO first

2.5%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

Overlap: AFMC, VO, VOO

Today

15.4%most shared, VO and VOO

AFMCVOVOO

AFMC—2.5%1.3%

VO2.5%—15.4%

VOO1.3%15.4%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

VOO$107 − $3 = $104

AFMC$69 − $68 = $1

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee