Compare · 3 funds side by side · dividends reinvested

FAB, IWD and VUG

FABFirst Trust×IWDiShares×VUGVanguard×

02 / 04

−0.1%

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,356IWD · best of the three

Story of the three · IncomeMost incomeFAB · 1.64% · $164 a year on $10k

Story of the three · RiskSmallest drop

FAB, IWD and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.34%+26.5%+28.6%+22.8%+11.7%−6.8%11.7%$84.7B1.3

First Trust Multi Cap Value AlphaDEX FundUS Stock Styles · Value0.66%1.64%+22.0%+25.7%+18.5%+9.5%−8.2%12.8%$167M2.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.9%+2.8%+21.6%+10.1%−15.1%19.1%$233B2.5

Rank among the three1st → 3rdFee, 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: FAB 2007 · IWD 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Russell 1000 Value ETF · $84.7B$17,356

IWD

FAB

First Trust Multi Cap Value AlphaDEX Fund · $167M$15,721

$10,000 five years ago, dividends reinvested · they hold 24.3% in common

IWDMeasure

More Ways to See the Pairs

IWD vs FAB: Top 5 Holdings

Today

IWD

22.4%in top 5

FAB

in top 52.6%

IWDStockFAB

6.1%AMZNnot top 5

6.1%AAPLnot top 5

5.0%MSFTnot top 5

2.8%BRK-Bnot top 5

2.4%JPMnot top 5

Cost, Income and Risk

Fees: FAB, IWD, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWD0.18%$18

FAB0.66%$66

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

Yields: FAB, IWD, VUG

1Y

Popular Pairs Near These Three

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

$233BAssets$61.9B

1–1level

End-of-day Nov 13, 2026

VTV vs SCHV

YTD

VanguardVTV

+22.0%

SCHVSchwab

+19.3%

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

FAB

+26.5%Year to dateJan 1 → Nov 13+22.0%

+28.6%1 yearTotal return+25.7%

+22.8%3 years · per year$10,000 became $18,519 · $16,629+18.5%

+11.7%5 years · per year$10,000 became $17,356 · $15,721+9.5%

0.18%Expense ratio$18 · $66 a year on $10k · lower is better0.66%

1.34%Trailing 12-mo yield$134 · $164 a year on $10k1.64%

−6.8%Worst dropSmaller is better−8.2%

11.7%VolatilityLower is calmer12.8%

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

7–1IWD wins

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

not top 5FISV0.6%

not top 5STZ0.5%

not top 5ALL0.5%

not top 5CHTR0.5%

not top 5CCL0.5%

Held in common24.3%

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

IWD vs FAB Returns, Every Period

5Y

iSharesIWD

+11.7%

5 years, per year

FABFirst Trust

+9.5%

5 years, per year

IWDFABFaded: behind in that period

4–0IWD wins

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

IWD vs FAB

YTD

iSharesIWD

+26.5%

FABFirst Trust

+22.0%

+26.5%Year to date+22.0%

−6.8%Worst drop · 1Y−8.2%

11.7%Volatility · 1Y12.8%

1.3%Yield1.6%

$84.7BAssets$167M

3–1IWD wins

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

1.64%highest, FAB

FundTrailing yieldYield$10k

FAB1.64%$164

IWD1.34%$134

VUG0.41%$41

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

Income After Fees on $10,000

1Y

$116most kept, IWD

IWD$134 − $18 = $116

FAB$164 − $66 = $98

VUG$41 − $3 = $38

KeptFee

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

Overlap: FAB, IWD, VUG

Today

24.3%most shared, FAB and IWD

FABIWDVUG

FAB—24.3%0.3%

IWD24.3%—22.8%

VUG0.3%22.8%—

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

Return vs Bumpiness: 3 ETFs

1Y

+28.6%IWD, at 11.7% volatility

IWDWorst drop−6.8%11.7% vol

FABWorst drop−8.2%12.8% vol

VUGWorst drop−15.1%19.1% vol

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

Paid More vs Made More

YTD

FABIWD

+22.0%Year to date+26.5%

1.6%Yield1.3%

+25.7%Past year+28.6%

0.66%Fee0.18%

3–1IWD wins

End-of-day Nov 13, 2026

+22.0%Year to date+19.3%

1.8%Yield1.8%

$184BAssets$15.8B

1–0VTV wins

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

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FAB, IWD and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three