AFMC vs VO

AAFMC

BVO

Measures won2–3VO wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG · AFMC $15,849

Lowest cost0.03%VO · $3 on $10k

Most income1.39%VO · $139 on $10k

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

Held in common2.3%AFMC and VO

AFMC

First Trust Active Factor Mid Cap ETF · $245MVanguard Morningstar Mid-Cap ETF · $103B

+20.8%3 years · per year$17,638 · $16,701+18.6%

+9.6%5 years · per year$15,849 · $13,590+6.3%

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

0.72%12-mo yield$72 · $139 on $10k1.39%

−8.2%Worst dropSmaller wins−8.2%

14.8%VolatilityLower wins12.9%

2–3VO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAFMC · VO

0.5%CAH0.5%

0.4%FIX0.6%

0.7%NTAP0.4%

0.3%BE0.8%

Held in common2.3%

End-of-day Nov 6, 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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	AAFMC	First Trust Active Factor Mid Cap ETFRead Desk	0.68%	0.72%	−0.1%	+14.1%	+16.7%	+20.8%	+9.6%	−8.2%	$245M
3	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	AAFMC	First Trust Active Factor Mid Cap ETFRead Desk	0.68%	0.72%	−0.1%	+14.1%	+16.7%	+20.8%	+9.6%	−8.2%	$245M
3	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B

End-of-day Nov 6, 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

$15,849

Vanguard Morningstar Mid-Cap

$13,590

MeasureAFMCVO

Fee0.68%0.03%

Cost on $10k a year$68$3

Yield0.72%1.39%

5 years, per year+9.6%+6.3%

3 years, per year+20.8%+18.6%

Worst drop · 1Y−8.2%−8.2%

Volatility · 1Y14.8%12.9%

3–2measures won
VO first

2.3%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: AFMC, VO, VUG

Today

10.2%most shared, VO and VUG

AFMCVOVUG

AFMC—2.3%0.7%

VO2.3%—10.2%

VUG0.7%10.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

VUG$42 − $3 = $39

AFMC$72 − $68 = $4

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee