Compare · 3 funds side by side · dividends reinvested

DEEP, FDM and IWF

DEEPAcquirers Funds×FDMFirst Trust×IWFiShares×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,927IWF · best of the three

Story of the three · IncomeMost incomeDEEP · 2.06% · $206 a year on $10k

Story of the three · RiskSmallest drop

DEEP, FDM and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Dow Jones Select MicroCap Index FundUnsorted0.65%1.50%+15.6%+21.9%+20.7%+8.8%−9.3%17.2%$268M1.8

Acquirers Small and Micro Deep Value ETFUS Stock Styles · Value0.80%2.06%+20.9%+26.5%+12.2%+4.1%−8.9%17.5%$26M1.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.2%−2.8%+19.8%+9.8%−14.6%19.6%$117B2.4

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: DEEP 2014 · FDM 2005 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

First Trust Dow Jones Select MicroCap Index Fund · $268M$15,244

FDM

IWF

iShares Russell 1000 Growth ETF · $117B$15,927

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

FDMMeasure

More Ways to See the Pairs

FDM vs IWF: Top 5 Holdings

Today

FDM

8.2%in top 5

IWF

in top 538.3%

FDMStockIWF

not top 5NVDA12.7%

not top 5AAPL8.8%

not top 5MSFT6.4%

not top 5GOOGL5.4%

not top 5AVGO5.0%

Cost, Income and Risk

Fees: DEEP, FDM, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

FDM0.65%$65

DEEP0.80%$80

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

Yields: DEEP, FDM, 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%

IWF

+15.6%Year to dateJan 1 → Nov 11−1.2%

+21.9%1 yearTotal return−2.8%

+20.7%3 years · per year$10,000 became $17,579 · $17,180+19.8%

+8.8%5 years · per year$10,000 became $15,244 · $15,927+9.8%

0.65%Expense ratio$65 · $18 a year on $10k · lower is better0.18%

1.50%Trailing 12-mo yield$150 · $37 a year on $10k0.37%

−9.3%Worst dropSmaller is better−14.6%

17.2%VolatilityLower is calmer19.6%

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

6–2FDM wins

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

2.0%PDnot top 5

1.6%QNSTnot top 5

1.6%APOGnot top 5

1.5%SMPnot top 5

1.4%ORRFnot top 5

Held in common0.0%

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

FDM vs IWF Returns, Every Period

5Y

First TrustFDM

+8.8%

5 years, per year

IWFiShares

+9.8%

5 years, per year

FDMIWFFaded: behind in that period

3–1FDM wins

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

Unsorted vs Stocks: FDM vs DEEP

YTD

First TrustFDM

+15.6%

DEEPAcquirers Funds

+20.9%

+15.6%Year to date+20.9%

−9.3%Worst drop · 1Y−8.9%

17.2%Volatility · 1Y17.5%

1.5%Yield2.1%

$268MAssets$25.7M

3–1DEEP wins

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

1Y

2.06%highest, DEEP

FundTrailing yieldYield$10k

DEEP2.06%$206

FDM1.50%$150

IWF0.37%$37

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

Income After Fees on $10,000

1Y

$126most kept, DEEP

DEEP$206 − $80 = $126

FDM$150 − $65 = $85

IWF$37 − $18 = $19

KeptFee

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

Overlap: DEEP, FDM, IWF

Today

7.7%most shared, DEEP and FDM

DEEPFDMIWF

DEEP—7.7%0.0%

FDM7.7%—0.0%

IWF0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

1Y

+26.5%DEEP, at 17.5% volatility

FDMWorst drop−9.3%17.2% vol

DEEPWorst drop−8.9%17.5% vol

IWFWorst drop−14.6%19.6% vol

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

Paid More vs Made More

YTD

DEEPFDM

+20.9%Year to date+15.6%

2.1%Yield1.5%

+26.5%Past year+21.9%

0.80%Fee0.65%

3–1DEEP 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%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

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DEEP, FDM and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three