Compare · 2 funds side by side · dividends reinvested

FAB and IWD

FABFirst Trust×IWDiShares×

Versus in desk

02 / 04

−0.1%

IWD+0.2%

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Portfolio

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

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

Story of the two · RiskSmallest drop

FAB and IWD, 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%$84.9B1.1

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%$166M1.9

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

End-of-day Nov 13, 2026 · returns include dividends · since: FAB 2007 · IWD 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

First Trust Multi Cap Value AlphaDEX Fund · $166M$15,721

FAB

IWD

iShares Russell 1000 Value ETF · $84.9B$17,356

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

FABMeasureIWD

+22.0%

More Ways to See the Pairs

FAB vs IWD: Top 5 Holdings

Today

FAB

2.6%in top 5

IWD

in top 522.4%

FABStockIWD

not top 5AMZN6.1%

not top 5AAPL6.1%

not top 5MSFT5.0%

not top 5BRK-B2.8%

not top 5JPM2.4%

Cost, Income and Risk

Fees: FAB, IWD

Today

0.18%lowest, IWD

FundExpense ratioFee$10k

IWD0.18%$18

FAB0.66%$66

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

Yields: FAB, IWD

1Y

1.64%highest, FAB

FundTrailing yieldYield

Popular Pairs Near These Two

VTV vs SCHV

YTD

VanguardVTV

+22.0%

SCHVSchwab

+19.3%

+22.0%Year to date+19.3%

1.8%Yield1.8%

$184BAssets$15.8B

1–0VTV wins

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

+26.5%

+25.7%1 yearTotal return+28.6%

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

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

0.66%Expense ratio$66 · $18 a year on $10k · lower is better0.18%

1.64%Trailing 12-mo yield$164 · $134 a year on $10k1.34%

−8.2%Worst dropSmaller is better−6.8%

12.8%VolatilityLower is calmer11.7%

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

1–7IWD wins

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

0.6%FISVnot top 5

0.5%STZnot top 5

0.5%ALLnot top 5

0.5%CHTRnot top 5

0.5%CCLnot top 5

Held in common24.3%

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

FAB vs IWD Returns, Every Period

5Y

First TrustFAB

+9.5%

5 years, per year

IWDiShares

+11.7%

5 years, per year

FABIWDFaded: behind in that period

0–4IWD wins

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

FAB vs IWD

YTD

First TrustFAB

+22.0%

IWDiShares

+26.5%

+22.0%Year to date+26.5%

−8.2%Worst drop · 1Y−6.8%

12.8%Volatility · 1Y11.7%

1.6%Yield1.3%

$166MAssets$84.9B

3–1IWD wins

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

$10k

FAB1.64%$164

IWD1.34%$134

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

KeptFee

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

Overlap: FAB, IWD

Today

24.3%most shared, FAB and IWD

FABIWD

FAB—24.3%

IWD24.3%—

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

Return vs Bumpiness: 2 ETFs

1Y

+28.6%IWD, at 11.7% volatility

IWDWorst drop−6.8%11.7% vol

FABWorst drop−8.2%12.8% 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

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

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FAB and IWD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two