AFMC vs VOO

AAFMC

BVOO

Measures won1–5VOO wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO · AFMC $15,849

Lowest cost0.03%VOO · $3 on $10k

Most income1.10%VOO · $110 on $10k

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

Held in common1.3%AFMC and VOO

AFMC

VOO

First Trust Active Factor Mid Cap ETF · $255MVanguard S&P 500 ETF · $1.00T

+20.8%3 years · per year$17,638 · $18,079+21.8%

+9.6%5 years · per year$15,849 · $17,177+11.4%

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

0.72%12-mo yield$72 · $110 on $10k1.10%

−8.2%Worst dropSmaller wins−8.9%

14.8%VolatilityLower wins13.5%

1–5VOO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAFMC · VOO

0.3%BE0.1%

0.4%FIX0.1%

0.5%CAH0.1%

0.2%CIEN0.1%

Held in common1.3%

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	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
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%	$255M
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B

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	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
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%	$255M
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B

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 VOO

AFMC

First Trust Active Factor Mid Cap

$15,849

VOO

Vanguard S&P 500

$17,177

MeasureAFMCVOO

Fee0.68%0.03%

Cost on $10k a year$68$3

Yield0.72%1.10%

5 years, per year+9.6%+11.4%

3 years, per year+20.8%+21.8%

Worst drop · 1Y−8.2%−8.9%

Volatility · 1Y14.8%13.5%

5–1measures won
VOO first

1.3%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

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$59.1B

1–1level

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026

Overlap: AFMC, VOO, IWF

Today

59.3%most shared, VOO and IWF

AFMCVOOIWF

AFMC—1.3%1.9%

VOO1.3%—59.3%

IWF1.9%59.3%—

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

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

IWF$39 − $18 = $21

AFMC$72 − $68 = $4

KeptFee

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