Compare · 2 funds side by side · dividends reinvested

AFMC and IWF

AFMCFirst Trust×IWFiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,746AFMC · best of the two

02 / 04

AFMC and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Active Factor Mid Cap ETFUS Stock Styles · Mid cap0.68%0.69%+18.6%+22.3%+23.1%+10.9%−8.2%14.3%$248M1.1

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$120B1.9

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: AFMC 2019 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Active Factor Mid Cap ETF · $248M$16,746

AFMC

IWF

iShares Russell 1000 Growth ETF · $120B$16,559

$10,000 five years ago, dividends reinvested · they hold 2.1% in common

AFMCMeasureIWF

+18.6%Year to dateJan 1 → Nov 4−0.1%

+22.3%1 yearTotal return−3.0%

+23.1%3 years · per year$10,000 became $18,663 · $18,310+22.3%

+10.9%5 years · per year$10,000 became $16,746 · $16,559+10.6%

0.68%Expense ratio$68 · $18 a year on $10k · lower is better0.18%

0.69%Trailing 12-mo yield$69 · $37 a year on $10k0.37%

−8.2%Worst dropSmaller is better−15.6%

14.3%VolatilityLower is calmer18.3%

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

7–1AFMC wins

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

More Ways to See the Pairs

AFMC vs IWF: Top 5 Holdings

Today

AFMC

6.9%in top 5

IWF

in top 539.3%

AFMCStockIWF

not top 5NVDA15.1%

not top 5AAPL8.1%

not top 5MSFT6.1%

not top 5GOOGL5.1%

not top 5AVGO4.8%

1.9%RSnot top 5

1.4%DINOnot top 5

1.4%EXELnot top 5

1.1%HALOnot top 5

1.1%RNRnot top 5

Held in common2.1%

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

AFMC vs IWF Returns, Every Period

First TrustAFMC

+10.9%

5 years, per year

IWFiShares

+10.6%

5 years, per year

AFMCIWFFaded: behind in that period

4–0AFMC wins

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

AFMC vs IWF

YTD

First TrustAFMC

+18.6%

IWFiShares

−0.1%

+18.6%Year to date−0.1%

−8.2%Worst drop · 1Y−15.6%

14.3%Volatility · 1Y18.3%

0.7%Yield0.4%

$248MAssets$120B

4–0AFMC wins

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

Cost, Income and Risk

Fees: AFMC, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

AFMC0.68%$68

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

Yields: AFMC, IWF

0.69%highest, AFMC

FundTrailing yieldYield$10k

AFMC0.69%$69

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

AFMC$69 − $68 = $1

KeptFee

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

Overlap: AFMC, IWF

Today

2.1%most shared, AFMC and IWF

AFMCIWF

AFMC—2.1%

IWF2.1%—

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

Return vs Bumpiness: 2 ETFs

+22.3%AFMC, at 14.3% volatility

AFMCWorst drop−8.2%14.3% 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

AFMCIWF

+18.6%Year to date−0.1%

0.7%Yield0.4%

+22.3%Past year−3.0%

0.68%Fee0.18%

3–1AFMC 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$61.1B

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%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026