AFMC vs VTV

AAFMC

BVTV

Measures won0–6VTV wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV · AFMC $15,849

Lowest cost0.03%VTV · $3 on $10k

Most income1.87%VTV · $187 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common0.5%AFMC and VTV

AFMC

VTV

First Trust Active Factor Mid Cap ETF · $245MVanguard Morningstar Value ETF · $184B

+20.8%3 years · per year$17,638 · $17,687+20.9%

+9.6%5 years · per year$15,849 · $17,585+12.0%

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

0.72%12-mo yield$72 · $187 on $10k1.87%

−8.2%Worst dropSmaller wins−6.4%

14.8%VolatilityLower wins10.7%

0–6VTV wins

$10,000 · 5 yearsOne scale

Shared top holdingsAFMC · VTV

0.5%CAH0.2%

0.7%NTAP0.2%

0.4%PHM0.1%

0.5%SNA0.1%

Held in common0.5%

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

Both

5Y2 funds

#			Trend
1	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
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

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

Both

5Y2 funds

#			Trend
1	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
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

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 VTV

AFMC

First Trust Active Factor Mid Cap

$15,849

VTV

Vanguard Morningstar Value

$17,585

MeasureAFMCVTV

Fee0.68%0.03%

Cost on $10k a year$68$3

Yield0.72%1.87%

5 years, per year+9.6%+12.0%

3 years, per year+20.8%+20.9%

Worst drop · 1Y−8.2%−6.4%

Volatility · 1Y14.8%10.7%

6–0measures won
VTV first

0.5%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

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, VTV

Today

0.5%most shared, AFMC and VTV

AFMCVTV

AFMC—0.5%

VTV0.5%—

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

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

AFMC$72 − $68 = $4

KeptFee

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