Compare · 2 funds side by side · dividends reinvested

FCTR and IWF

FCTRFirst Trust×IWFiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,330IWF · best of the two

02 / 04

FCTR and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$121B1.1

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%$46M1.9

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

End-of-day Nov 5, 2026 · returns include dividends · since: FCTR 2018 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Lunt U.S. Factor Rotation ETF · $46M$9,470

FCTR

IWF

iShares Russell 1000 Growth ETF · $121B$15,330

$10,000 five years ago, dividends reinvested · they hold 9.2% in common

FCTRMeasureIWF

−8.6%Year to dateJan 1 → Nov 5−0.1%

−10.6%1 yearTotal return−3.0%

+13.2%3 years · per year$10,000 became $14,489 · $18,310+22.3%

−0.7%5 years · per year$10,000 became $9,638 · $16,559+10.6%

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

0.64%Trailing 12-mo yield$64 · $37 a year on $10k0.37%

−21.3%Worst dropSmaller is better−15.6%

21.2%VolatilityLower is calmer18.3%

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

1–7IWF wins

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

More Ways to See the Pairs

FCTR vs IWF: Top 5 Holdings

Today

FCTR

7.3%in top 5

IWF

in top 539.6%

FCTRStockIWF

not top 5NVDA14.6%

not top 5AAPL8.5%

not top 5MSFT6.4%

not top 5GOOGL5.3%

not top 5AVGO4.7%

1.8%CHTRnot top 5

1.6%INTUnot top 5

1.5%FISVnot top 5

1.2%Vnot top 5

1.2%VLTOnot top 5

Held in common9.2%

End-of-day Nov 5, 2026 · share of each fund

FCTR vs IWF Returns, Every Period

First TrustFCTR

−0.7%

5 years, per year

IWFiShares

+10.6%

5 years, per year

FCTRIWFFaded: behind in that period

0–4IWF wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

FCTR vs IWF

YTD

First TrustFCTR

−8.6%

IWFiShares

−0.1%

−8.6%Year to date−0.1%

−21.3%Worst drop · 1Y−15.6%

21.2%Volatility · 1Y18.3%

0.6%Yield0.4%

$46.2MAssets$121B

3–1IWF wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FCTR, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

FCTR0.65%$65

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: FCTR, IWF

0.64%highest, FCTR

FundTrailing yieldYield$10k

FCTR0.64%$64

IWF0.37%$37

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$19most kept, IWF

IWF$37 − $18 = $19

FCTR$64 − $65 = −$1

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: FCTR, IWF

Today

9.2%most shared, FCTR and IWF

FCTRIWF

FCTR—9.2%

IWF9.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

−3.0%IWF, at 18.3% volatility

IWFWorst drop−15.6%18.3% vol

FCTRWorst drop−21.3%21.2% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

FCTRIWF

−8.6%Year to date−0.1%

0.6%Yield0.4%

−10.6%Past year−3.0%

0.65%Fee0.18%

3–1IWF wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026