Compare · 3 funds side by side · dividends reinvested

FCTR, VUG and IWF

FCTRFirst Trust×VUGVanguard×IWFiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,124VUG · best of the three

02 / 04

FCTR, VUG and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B1.3

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B2.0

First Trust Lunt U.S. Factor Rotation ETFUS Stock Styles · Large cap0.65%0.65%−10.5%−10.7%+11.9%−1.4%−22.9%21.0%$46M2.8

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: FCTR 2018 · VUG 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Lunt U.S. Factor Rotation ETF · $46M$9,336

FCTR

VUG

Vanguard Morningstar Growth ETF · $233B$16,124

$10,000 five years ago, dividends reinvested · they hold 8.0% in common

FCTRMeasureVUG

−10.5%Year to dateJan 1 → Nov 6+1.4%

−10.7%1 yearTotal return+0.2%

+11.9%3 years · per year$10,000 became $14,020 · $18,415+22.6%

−1.4%5 years · per year$10,000 became $9,336 · $16,124+10.0%

0.65%Expense ratio$65 · $3 a year on $10k · lower is better0.03%

0.65%Trailing 12-mo yield$65 · $42 a year on $10k0.42%

−22.9%Worst dropSmaller is better−15.1%

21.0%VolatilityLower is calmer19.0%

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

1–7VUG wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FCTR vs VUG: Top 5 Holdings

Today

FCTR

7.5%in top 5

VUG

in top 545.2%

FCTRStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO4.3%

1.9%CHTRnot top 5

1.7%INTUnot top 5

1.5%FISVnot top 5

1.2%Vnot top 5

1.2%VLTOnot top 5

Held in common8.0%

End-of-day Nov 6, 2026 · share of each fund

FCTR vs VUG Returns, Every Period

First TrustFCTR

−1.4%

5 years, per year

VUGVanguard

+10.0%

5 years, per year

FCTRVUGFaded: behind in that period

0–4VUG wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

FCTR vs VUG

YTD

First TrustFCTR

−10.5%

VUGVanguard

+1.4%

−10.5%Year to date+1.4%

−22.9%Worst drop · 1Y−15.1%

21.0%Volatility · 1Y19.0%

0.7%Yield0.4%

$45.5MAssets$233B

3–1VUG wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FCTR, VUG, IWF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

FCTR0.65%$65

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: FCTR, VUG, IWF

0.65%highest, FCTR

FundTrailing yieldYield$10k

FCTR0.65%$65

VUG0.42%$42

IWF0.39%$39

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$39most kept, VUG

VUG$42 − $3 = $39

IWF$39 − $18 = $21

FCTR$65 − $65 = $0

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: FCTR, VUG, IWF

Today

78.0%most shared, VUG and IWF

FCTRVUGIWF

FCTR—8.0%9.3%

VUG8.0%—78.0%

IWF9.3%78.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+0.2%VUG, at 19.0% volatility

VUGWorst drop−15.1%19.0% vol

IWFWorst drop−14.6%19.4% vol

FCTRWorst drop−22.9%21.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

FCTRVUG

−10.5%Year to date+1.4%

0.7%Yield0.4%

−10.7%Past year+0.2%

0.65%Fee0.03%

3–1VUG wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026