FCTR vs VO

AFCTR

BVO

Measures won0–6VO wins · of 6 · 5Y

$10,000 · 5Y$13,829VO · FCTR $9,440

Lowest cost0.03%VO · $3 on $10k

Most income1.35%VO · $135 on $10k

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

Held in common26.0%FCTR and VO

First Trust Lunt U.S. Factor Rotation ETF · $44MVanguard Morningstar Mid-Cap ETF · $103B

+10.4%3 years · per year$13,461 · $16,445+18.0%

−1.1%5 years · per year$9,440 · $13,829+6.7%

0.65%Expense ratio$65 · $3 on $10k · lower wins0.03%

0.64%12-mo yield$64 · $135 on $10k1.35%

End-of-day Nov 10, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

5Y2 funds

#			Trend
1	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.35%	+0.3%	+13.6%	+14.4%	+18.0%	+6.7%	−8.2%	$103.4B
2	AFCTR	First Trust Lunt U.S. Factor Rotation ETFRead Desk		0.65%	0.64%	+0.3%	−8.8%	−7.7%	+10.4%	−1.1%	−22.9%	$44M

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

5Y2 funds

#			Trend
1	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.35%	+0.3%	+13.6%	+14.4%	+18.0%	+6.7%	−8.2%	$103.4B
2	AFCTR	First Trust Lunt U.S. Factor Rotation ETFRead Desk		0.65%	0.64%	+0.3%	−8.8%	−7.7%	+10.4%	−1.1%	−22.9%	$44M

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FCTR

First Trust Lunt U.S. Factor Rotation

$9,440

Vanguard Morningstar Mid-Cap

$13,829

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