Compare · 2 funds side by side · dividends reinvested

AFSM and IWF

AFSMFirst Trust×IWFiShares×

Versus in desk

02 / 04

−0.1%

BNDX−0.1%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,505IWF · best of the two

Story of the two · IncomeMost incomeAFSM · 0.52% · $52 a year on $10k

Story of the two · RiskSmallest drop

AFSM and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Active Factor Small Cap ETFUS Stock Styles · Small cap0.75%0.52%+19.3%+20.9%+19.7%+7.1%−9.6%18.1%$148M1.3

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.6%−3.9%+18.6%+9.2%−14.6%19.6%$118B1.8

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

End-of-day Nov 13, 2026 · returns include dividends · since: AFSM 2019 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

First Trust Active Factor Small Cap ETF · $148M$14,124

AFSM

IWF

iShares Russell 1000 Growth ETF · $118B$15,505

$10,000 five years ago, dividends reinvested · they hold 0.8% in common

AFSMMeasureIWF

+19.3%

More Ways to See the Pairs

AFSM vs IWF: Top 5 Holdings

Today

AFSM

4.5%in top 5

IWF

in top 538.2%

AFSMStockIWF

not top 5NVDA12.8%

not top 5AAPL8.8%

not top 5MSFT6.1%

not top 5GOOGL5.4%

not top 5AVGO

Cost, Income and Risk

Fees: AFSM, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

AFSM0.75%$75

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: AFSM, IWF

1Y

0.52%highest, AFSM

FundTrailing yieldYield

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+3.9%

SCHGSchwab

+4.7%

+3.9%Year to date+4.7%

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

$221BAssets$61.4B

1–1level

End-of-day Nov 13, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

Year to dateJan 1 → Nov 13

−2.6%

+20.9%1 yearTotal return−3.9%

+19.7%3 years · per year$10,000 became $17,155 · $16,699+18.6%

+7.1%5 years · per year$10,000 became $14,124 · $15,505+9.2%

0.75%Expense ratio$75 · $18 a year on $10k · lower is better0.18%

0.52%Trailing 12-mo yield$52 · $38 a year on $10k0.38%

−9.6%Worst dropSmaller is better−14.6%

18.1%VolatilityLower is calmer19.6%

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

6–2AFSM wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

5.1%

0.9%ETONnot top 5

0.9%PARRnot top 5

0.9%KNSAnot top 5

0.9%NHCnot top 5

0.9%ANFnot top 5

Held in common0.8%

End-of-day Nov 13, 2026 · share of each fund

AFSM vs IWF Returns, Every Period

5Y

First TrustAFSM

+7.1%

5 years, per year

IWFiShares

+9.2%

5 years, per year

AFSMIWFFaded: behind in that period

3–1AFSM wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

AFSM vs IWF

YTD

First TrustAFSM

+19.3%

IWFiShares

−2.6%

+19.3%Year to date−2.6%

−9.6%Worst drop · 1Y−14.6%

18.1%Volatility · 1Y19.6%

0.5%Yield0.4%

$148MAssets$118B

4–0AFSM wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

$10k

AFSM0.52%$52

IWF0.38%$38

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$20most kept, IWF

IWF$38 − $18 = $20

AFSM$52 − $75 = −$23

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: AFSM, IWF

Today

0.8%most shared, AFSM and IWF

AFSMIWF

AFSM—0.8%

IWF0.8%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+20.9%AFSM, at 18.1% volatility

AFSMWorst drop−9.6%18.1% vol

IWFWorst drop−14.6%19.6% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

AFSMIWF

+19.3%Year to date−2.6%

0.5%Yield0.4%

+20.9%Past year−3.9%

0.75%Fee0.18%

3–1AFSM wins

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$116B

2–0SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.1BAssets$47.0B

1–1level

End-of-day Nov 13, 2026

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AFSM and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two