Compare · 2 funds side by side · dividends reinvested

AFLG and IWF

AFLGFirst Trust×IWFiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,705AFLG · best of the two

02 / 04

AFLG and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Active Factor Large Cap ETFUS Stock Styles · Large cap0.55%0.70%+14.4%+15.0%+23.9%+12.1%−8.2%11.9%$920M1.1

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$121B1.9

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

End-of-day Nov 4, 2026 · returns include dividends · since: AFLG 2019 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Active Factor Large Cap ETF · $920M$17,705

AFLG

IWF

iShares Russell 1000 Growth ETF · $121B$16,559

$10,000 five years ago, dividends reinvested · they hold 39.2% in common

AFLGMeasureIWF

+14.4%Year to dateJan 1 → Nov 4−0.1%

+15.0%1 yearTotal return−3.0%

+23.9%3 years · per year$10,000 became $19,011 · $18,310+22.3%

+12.1%5 years · per year$10,000 became $17,705 · $16,559+10.6%

0.55%Expense ratio$55 · $18 a year on $10k · lower is better0.18%

0.70%Trailing 12-mo yield$70 · $37 a year on $10k0.37%

−8.2%Worst dropSmaller is better−15.6%

11.9%VolatilityLower is calmer18.3%

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

7–1AFLG wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AFLG vs IWF: Top 5 Holdings

Today

AFLG

25.6%in top 5

IWF

in top 539.3%

AFLGStockIWF

7.5%NVDA15.1%

6.7%AAPL8.1%

4.3%MSFT6.1%

4.8%GOOGL5.1%

not top 5AVGO4.8%

2.4%AMZNnot top 5

Held in common39.2%

End-of-day Nov 4, 2026 · share of each fund

AFLG vs IWF Returns, Every Period

First TrustAFLG

+12.1%

5 years, per year

IWFiShares

+10.6%

5 years, per year

AFLGIWFFaded: behind in that period

4–0AFLG wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

AFLG vs IWF

YTD

First TrustAFLG

+14.4%

IWFiShares

−0.1%

+14.4%Year to date−0.1%

−8.2%Worst drop · 1Y−15.6%

11.9%Volatility · 1Y18.3%

0.7%Yield0.4%

$920MAssets$121B

4–0AFLG wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AFLG, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

AFLG0.55%$55

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: AFLG, IWF

0.70%highest, AFLG

FundTrailing yieldYield$10k

AFLG0.70%$70

IWF0.37%$37

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$19most kept, IWF

IWF$37 − $18 = $19

AFLG$70 − $55 = $15

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: AFLG, IWF

Today

39.2%most shared, AFLG and IWF

AFLGIWF

AFLG—39.2%

IWF39.2%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+15.0%AFLG, at 11.9% volatility

AFLGWorst drop−8.2%11.9% vol

IWFWorst drop−15.6%18.3% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

AFLGIWF

+14.4%Year to date−0.1%

0.7%Yield0.4%

+15.0%Past year−3.0%

0.55%Fee0.18%

3–1AFLG wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026