FCTR vs VTV

AFCTR

BVTV

Measures won0–6VTV wins · of 6 · 5Y

$10,000 · 5Y$17,626VTV · FCTR $9,470

Lowest cost0.03%VTV · $3 on $10k

Most income1.86%VTV · $186 on $10k

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

Held in common26.4%FCTR and VTV

FCTR

VTV

First Trust Lunt U.S. Factor Rotation ETF · $46MVanguard Morningstar Value ETF · $184B

+12.5%3 years · per year$14,226 · $17,832+21.3%

−1.1%5 years · per year$9,470 · $17,626+12.0%

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

0.65%12-mo yield$65 · $186 on $10k1.86%

−21.9%Worst dropSmaller wins−6.4%

21.0%VolatilityLower wins10.7%

0–6VTV wins

$10,000 · 5 yearsOne scale

Shared top holdingsFCTR · VTV

1.2%KO1.3%

0.8%PG1.3%

0.6%PM1.1%

0.6%JNJ2.4%

Held in common26.4%

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	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	AFCTR	First Trust Lunt U.S. Factor Rotation ETFRead Desk		0.65%	0.65%	−0.8%	−9.3%	−8.4%	+12.5%	−1.1%	−21.9%	$46M

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	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	AFCTR	First Trust Lunt U.S. Factor Rotation ETFRead Desk		0.65%	0.65%	−0.8%	−9.3%	−8.4%	+12.5%	−1.1%	−21.9%	$46M

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

FCTR vs VTV

FCTR

First Trust Lunt U.S. Factor Rotation

$9,470

VTV

Vanguard Morningstar Value

$17,626

MeasureFCTRVTV

Fee0.65%0.03%

Cost on $10k a year$65$3

Yield0.65%1.86%

5 years, per year−1.1%+12.0%

3 years, per year+12.5%+21.3%

Worst drop · 1Y−21.9%−6.4%

Volatility · 1Y21.0%10.7%

6–0measures won
VTV first

26.4%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: FCTR, VTV

Today

26.4%most shared, FCTR and VTV

FCTRVTV

FCTR—26.4%

VTV26.4%—

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

Income After Fees on $10,000

$183most kept, VTV

VTV$186 − $3 = $183

FCTR$65 − $65 = −$0

KeptFee

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