Compare · 2 funds side by side · dividends reinvested

AFLG and IWB

AFLGFirst Trust×IWBiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,366AFLG · best of the two

02 / 04

AFLG and IWB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Active Factor Large Cap ETFUS Stock Styles · Large cap0.55%0.71%+13.0%+13.5%+23.9%+11.7%−8.2%11.8%$916M1.3

iShares Russell 1000 ETFUS Stock Styles · Large cap0.15%0.92%+11.3%+11.6%+23.8%+11.3%−8.9%12.8%$47.8B1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: AFLG 2019 · IWB 2000

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Active Factor Large Cap ETF · $916M$17,366

AFLG

IWB

iShares Russell 1000 ETF · $47.8B$17,090

$10,000 five years ago, dividends reinvested · they hold 47.8% in common

AFLGMeasureIWB

+13.0%Year to dateJan 1 → Nov 3+11.3%

+13.5%1 yearTotal return+11.6%

+23.9%3 years · per year$10,000 became $18,999 · $18,957+23.8%

+11.7%5 years · per year$10,000 became $17,366 · $17,090+11.3%

0.55%Expense ratio$55 · $15 a year on $10k · lower is better0.15%

0.71%Trailing 12-mo yield$71 · $92 a year on $10k0.92%

−8.2%Worst dropSmaller is better−8.9%

11.8%VolatilityLower is calmer12.8%

AFLGIWB Winner of the row, in its colourEach row: the bigger of the two fills its side

6–2AFLG wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AFLG vs IWB: Top 5 Holdings

Today

AFLG

25.6%in top 5

IWB

in top 525.2%

AFLGStockIWB

7.3%NVDA6.8%

6.9%AAPL7.1%

4.3%MSFT5.6%

4.7%GOOGL2.3%

2.3%AMZN3.3%

Held in common47.8%

End-of-day Nov 3, 2026 · share of each fund

AFLG vs IWB Returns, Every Period

First TrustAFLG

+11.7%

5 years, per year

IWBiShares

+11.3%

5 years, per year

AFLGIWBFaded: behind in that period

4–0AFLG wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

AFLG vs IWB

YTD

First TrustAFLG

+13.0%

IWBiShares

+11.3%

+13.0%Year to date+11.3%

−8.2%Worst drop · 1Y−8.9%

11.8%Volatility · 1Y12.8%

0.7%Yield0.9%

$916MAssets$47.8B

3–1AFLG wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AFLG, IWB

Today

0.15%lowest, IWB

FundExpense ratioFee$10k

IWB0.15%$15

AFLG0.55%$55

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: AFLG, IWB

0.92%highest, IWB

FundTrailing yieldYield$10k

IWB0.92%$92

AFLG0.71%$71

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$77most kept, IWB

IWB$92 − $15 = $77

AFLG$71 − $55 = $16

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: AFLG, IWB

Today

47.8%most shared, AFLG and IWB

AFLGIWB

AFLG—47.8%

IWB47.8%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.5%AFLG, at 11.8% volatility

AFLGWorst drop−8.2%11.8% vol

IWBWorst drop−8.9%12.8% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

IWBAFLG

+11.3%Year to date+13.0%

0.9%Yield0.7%

+11.6%Past year+13.5%

0.15%Fee0.55%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026