AFMC vs VUG

AAFMC

BVUG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,124VUG · AFMC $15,849

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 · $255MVanguard Morningstar Growth ETF · $233B

+20.8%3 years · per year$17,638 · $18,415+22.6%

+9.6%5 years · per year$15,849 · $16,124+10.0%

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

0.72%12-mo yield$72 · $42 on $10k0.42%

−8.2%Worst dropSmaller wins−15.1%

14.8%VolatilityLower wins19.0%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAFMC · VUG

0.3%BE0.2%

0.4%FIX0.2%

0.2%CIEN0.2%

0.3%FLEX0.1%

Held in common0.7%

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	BVUG	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%	$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%	$114.6B

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	BVUG	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%	$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%	$114.6B

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 VUG

AFMC

First Trust Active Factor Mid Cap

$15,849

VUG

Vanguard Morningstar Growth

$16,124

MeasureAFMCVUG

Fee0.68%0.03%

Cost on $10k a year$68$3

Yield0.72%0.42%

5 years, per year+9.6%+10.0%

3 years, per year+20.8%+22.6%

Worst drop · 1Y−8.2%−15.1%

Volatility · 1Y14.8%19.0%

3–3measures won
level

0.7%

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: AFMC, VUG, IWF

Today

78.0%most shared, VUG and IWF

AFMCVUGIWF

AFMC—0.7%1.9%

VUG0.7%—78.0%

IWF1.9%78.0%—

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

Income After Fees on $10,000

$39most kept, VUG

VUG$42 − $3 = $39

IWF$39 − $18 = $21

AFMC$72 − $68 = $4

KeptFee

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