Compare · 2 funds side by side · dividends reinvested

FCFY and IWB

FCFYFirst Trust×IWBiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,090IWB · best of the two

02 / 04

FCFY and IWB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 ETFUS Stock Styles · Large cap0.15%0.92%+11.3%+11.6%+23.8%+11.3%−8.9%12.8%$47.8B1.4

First Trust S&P 500 Diversified Free Cash Flow ETFUS Stock Styles · Large cap0.60%1.21%+15.3%+19.5%+21.2%[…]−11.9%16.6%$2M1.6

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

End-of-day Nov 3, 2026 · returns include dividends · since: FCFY 2023 · IWB 2000

Head to Head

Swap sides Versus in desk

Head to Head

First Trust S&P 500 Diversified Free Cash Flow ETF · $2M[…]

FCFY

IWB

iShares Russell 1000 ETF · $47.8B$17,090

$10,000 five years ago, dividends reinvested · they hold 7.6% in common

FCFYMeasureIWB

+15.3%Year to dateJan 1 → Nov 3+11.3%

+19.5%1 yearTotal return+11.6%

+21.2%3 years · per year$10,000 became $17,812 · $18,957+23.8%

[…]5 years · per year$10,000 became […] · $17,090+11.3%

0.60%Expense ratio$60 · $15 a year on $10k · lower is better0.15%

1.21%Trailing 12-mo yield$121 · $92 a year on $10k0.92%

−11.9%Worst dropSmaller is better−8.9%

16.6%VolatilityLower is calmer12.8%

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

3–4IWB wins

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

More Ways to See the Pairs

FCFY vs IWB: Top 5 Holdings

Today

FCFY

18.6%in top 5

IWB

in top 525.2%

FCFYStockIWB

not top 5AAPL7.1%

not top 5NVDA6.8%

not top 5MSFT5.6%

3.9%GDDYnot top 5

3.8%ACNnot top 5

3.7%INTUnot top 5

3.7%CMCSAnot top 5

3.5%ADBEnot top 5

not top 5AMZN3.3%

not top 5GOOGL2.3%

Held in common7.6%

End-of-day Nov 3, 2026 · share of each fund

FCFY vs IWB Returns, Every Period

First TrustFCFY

+19.5%

past year

IWBiShares

+11.6%

past year

FCFYIWBFaded: behind in that period

2–1FCFY wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

FCFY vs IWB

YTD

First TrustFCFY

+15.3%

IWBiShares

+11.3%

+15.3%Year to date+11.3%

−11.9%Worst drop · 1Y−8.9%

16.6%Volatility · 1Y12.8%

1.2%Yield0.9%

$1.6MAssets$47.8B

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FCFY, IWB

Today

0.15%lowest, IWB

FundExpense ratioFee$10k

IWB0.15%$15

FCFY0.60%$60

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: FCFY, IWB

1.21%highest, FCFY

FundTrailing yieldYield$10k

FCFY1.21%$121

IWB0.92%$92

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$77most kept, IWB

IWB$92 − $15 = $77

FCFY$121 − $60 = $61

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: FCFY, IWB

Today

7.6%most shared, FCFY and IWB

FCFYIWB

FCFY—7.6%

IWB7.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+19.5%FCFY, at 16.6% volatility

IWBWorst drop−8.9%12.8% vol

FCFYWorst drop−11.9%16.6% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

FCFYIWB

+15.3%Year to date+11.3%

1.2%Yield0.9%

+19.5%Past year+11.6%

0.60%Fee0.15%

3–1FCFY wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026