Compare · 2 funds side by side · dividends reinvested

FCTR and IWB

FCTRFirst Trust×IWBiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,459IWB · best of the two

02 / 04

FCTR and IWB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 ETFUS Stock Styles · Large cap0.15%0.91%+13.0%+13.2%+23.9%+11.8%−8.9%12.9%$47.8B1.0

First Trust Lunt U.S. Factor Rotation ETFUS Stock Styles · Large cap0.65%0.64%−8.6%−10.6%+13.2%−0.7%−21.3%21.2%$45M2.0

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

End-of-day Nov 4, 2026 · returns include dividends · since: FCTR 2018 · IWB 2000

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Lunt U.S. Factor Rotation ETF · $45M$9,638

FCTR

IWB

iShares Russell 1000 ETF · $47.8B$17,459

$10,000 five years ago, dividends reinvested · they hold 18.0% in common

FCTRMeasureIWB

−8.6%Year to dateJan 1 → Nov 4+13.0%

−10.6%1 yearTotal return+13.2%

+13.2%3 years · per year$10,000 became $14,489 · $19,023+23.9%

−0.7%5 years · per year$10,000 became $9,638 · $17,459+11.8%

0.65%Expense ratio$65 · $15 a year on $10k · lower is better0.15%

0.64%Trailing 12-mo yield$64 · $91 a year on $10k0.91%

−21.3%Worst dropSmaller is better−8.9%

21.2%VolatilityLower is calmer12.9%

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

0–8IWB wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FCTR vs IWB: Top 5 Holdings

Today

FCTR

11.3%in top 5

IWB

in top 525.2%

FCTRStockIWB

not top 5NVDA6.9%

not top 5AAPL6.9%

not top 5MSFT5.5%

not top 5AMZN3.5%

3.4%CRWDnot top 5

not top 5GOOGL2.3%

2.2%MRNAnot top 5

2.1%NETnot top 5

1.8%AXONnot top 5

1.8%SNOWnot top 5

Held in common18.0%

End-of-day Nov 4, 2026 · share of each fund

FCTR vs IWB Returns, Every Period

First TrustFCTR

−0.7%

5 years, per year

IWBiShares

+11.8%

5 years, per year

FCTRIWBFaded: behind in that period

0–4IWB wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

FCTR vs IWB

YTD

First TrustFCTR

−8.6%

IWBiShares

+13.0%

−8.6%Year to date+13.0%

−21.3%Worst drop · 1Y−8.9%

21.2%Volatility · 1Y12.9%

0.6%Yield0.9%

$45.4MAssets$47.8B

4–0IWB wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FCTR, IWB

Today

0.15%lowest, IWB

FundExpense ratioFee$10k

IWB0.15%$15

FCTR0.65%$65

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: FCTR, IWB

0.91%highest, IWB

FundTrailing yieldYield$10k

IWB0.91%$91

FCTR0.64%$64

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$76most kept, IWB

IWB$91 − $15 = $76

FCTR$64 − $65 = −$1

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: FCTR, IWB

Today

18.0%most shared, FCTR and IWB

FCTRIWB

FCTR—18.0%

IWB18.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.2%IWB, at 12.9% volatility

IWBWorst drop−8.9%12.9% vol

FCTRWorst drop−21.3%21.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

IWBFCTR

+13.0%Year to date−8.6%

0.9%Yield0.6%

+13.2%Past year−10.6%

0.15%Fee0.65%

4–0IWB wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026