AFMC vs VUG

AAFMC

BVUG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,052VUG · AFMC $15,861

Lowest cost0.03%VUG · $3 on $10k

Most income0.72%AFMC · $72 on $10k

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

Held in common0.7%AFMC and VUG

AFMC

VUG

First Trust Active Factor Mid Cap ETF · $248MVanguard Morningstar Growth ETF · $233B

+21.3%3 years · per year$17,853 · $18,532+22.8%

+9.7%5 years · per year$15,861 · $16,052+9.9%

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

0.72%12-mo yield$72 · $43 on $10k0.43%

−8.2%Worst dropSmaller wins−15.1%

14.8%VolatilityLower wins19.0%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsAFMC · VUG

0.3%BE0.2%

0.5%FIX0.2%

0.2%CIEN0.2%

0.3%FLEX0.1%

Held in common0.7%

End-of-day Nov 5, 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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	AAFMC	First Trust Active Factor Mid Cap ETFRead Desk		0.68%	0.72%	−3.7%	+14.2%	+18.5%	+21.3%	+9.7%	−8.2%	$248M

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

Both

5Y2 funds

#			Trend
1	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	AAFMC	First Trust Active Factor Mid Cap ETFRead Desk		0.68%	0.72%	−3.7%	+14.2%	+18.5%	+21.3%	+9.7%	−8.2%	$248M

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

Cards for this view

AFMC vs VUG

AFMC

First Trust Active Factor Mid Cap

$15,861

VUG

Vanguard Morningstar Growth

$16,052

MeasureAFMCVUG

Fee0.68%0.03%

Cost on $10k a year$68$3

Yield0.72%0.43%

5 years, per year+9.7%+9.9%

3 years, per year+21.3%+22.8%

Worst drop · 1Y−8.2%−15.1%

Volatility · 1Y14.8%19.0%

3–3measures won
level

0.7%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: AFMC, VUG

Today

0.7%most shared, AFMC and VUG

AFMCVUG

AFMC—0.7%

VUG0.7%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$40most kept, VUG

VUG$43 − $3 = $40

AFMC$72 − $68 = $4

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee