Compare · 3 funds side by side · dividends reinvested

AIUP, FTA and IWF

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,992FTA · best of the three

Story of the three · IncomeMost incomeFTA · 1.67% · $167 a year on $10k

Story of the three · RiskSmallest drop

AIUP, FTA and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Large Cap Value AlphaDEX FundUS Stock Styles · Value0.58%1.67%+23.3%+28.4%+19.8%+11.2%−8.1%11.6%$1.5B1.1

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.2%−2.8%+19.8%+9.8%−14.6%19.6%$119B1.9

FINQ FIRST U.S. Large Cap AI-Managed Equity ETFThematic · AI & semis0.70%0.00%[…][…][…][…][…][…]$4M3.0

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 11, 2026 · returns include dividends · since: AIUP 2026 · FTA 2007 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

FINQ FIRST U.S. Large Cap AI-Managed Equity ETF · $4M[…]

AIUP

FTA

First Trust Large Cap Value AlphaDEX Fund · $1.5B$16,992

$10,000 five years ago, dividends reinvested · they hold 3.0% in common

AIUP

More Ways to See the Pairs

AIUP vs FTA: Top 5 Holdings

Today

AIUP

54.5%in top 5

FTA

in top 55.2%

AIUPStockFTA

15.1%PANWnot top 5

15.0%HPEnot top 5

14.9%MUnot top 5

4.8%AMDnot top 5

4.7%GPN

Cost, Income and Risk

Fees: AIUP, FTA, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

FTA0.58%$58

AIUP0.70%$70

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: AIUP, FTA, IWF

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

+5.1%Year to date+5.9%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

Measure

FTA

[…]Year to dateJan 1 → Nov 11+23.3%

[…]1 yearTotal return+28.4%

[…]3 years · per year$10,000 became […] · $17,212+19.8%

[…]5 years · per year$10,000 became […] · $16,992+11.2%

0.70%Expense ratio$70 · $58 a year on $10k · lower is better0.58%

0.00%Trailing 12-mo yield$0 · $167 a year on $10k1.67%

[…]Worst dropSmaller is better−8.1%

[…]VolatilityLower is calmer11.6%

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

0–2FTA wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

1.0%

not top 5FISV1.1%

not top 5STZ1.1%

not top 5CCL1.0%

not top 5CHTR1.0%

Held in common3.0%

End-of-day Nov 11, 2026 · share of each fund

AIUP vs FTA Returns, Every Period

1Y

FINQAIUP

[…]

past year

FTAFirst Trust

+28.4%

past year

Returns […]

AIUPFTAFaded: behind in that period

0–0Level

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Thematic vs Stocks: AIUP vs FTA

YTD

FINQAIUP

[…]

FTAFirst Trust

+23.3%

[…]Year to date+23.3%

[…]Worst drop · 1Y−8.1%

[…]Volatility · 1Y11.6%

0.0%Yield1.7%

$4.0MAssets$1.5B

1–0FTA wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

1.67%highest, FTA

FundTrailing yieldYield$10k

FTA1.67%$167

IWF0.37%$37

AIUP0.00%$0

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$109most kept, FTA

FTA$167 − $58 = $109

IWF$37 − $18 = $19

AIUP$0 − $70 = −$70

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: AIUP, FTA, IWF

Today

12.6%most shared, AIUP and IWF

AIUPFTAIWF

AIUP—3.0%12.6%

FTA3.0%—1.7%

IWF12.6%1.7%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+28.4%FTA, at 11.6% volatility

FTAWorst drop−8.1%11.6% vol

IWFWorst drop−14.6%19.6% vol

AIUPWorst drop[…][…]

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

FTAIWF

+23.3%Year to date−1.2%

1.7%Yield0.4%

+28.4%Past year−2.8%

0.58%Fee0.18%

3–1FTA wins

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

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AIUP, FTA and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three