Compare · 2 funds side by side · dividends reinvested

FDM and IWF

FDMFirst Trust×IWFiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,570FDM · best of the two

02 / 04

FDM and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Dow Jones Select MicroCap Index FundUnsorted0.65%1.47%+18.1%+27.3%+23.2%+10.6%−9.3%16.9%$268M1.1

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$121B1.9

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

End-of-day Nov 4, 2026 · returns include dividends · since: FDM 2005 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Dow Jones Select MicroCap Index Fund · $268M$16,570

FDM

IWF

iShares Russell 1000 Growth ETF · $121B$16,559

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

FDMMeasureIWF

+18.1%Year to dateJan 1 → Nov 4−0.1%

+27.3%1 yearTotal return−3.0%

+23.2%3 years · per year$10,000 became $18,722 · $18,310+22.3%

+10.6%5 years · per year$10,000 became $16,570 · $16,559+10.6%

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

1.47%Trailing 12-mo yield$147 · $37 a year on $10k0.37%

−9.3%Worst dropSmaller is better−15.6%

16.9%VolatilityLower is calmer18.3%

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

6–1FDM wins

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

More Ways to See the Pairs

FDM vs IWF: Top 5 Holdings

Today

FDM

8.3%in top 5

IWF

in top 539.3%

FDMStockIWF

not top 5NVDA15.1%

not top 5AAPL8.1%

not top 5MSFT6.1%

not top 5GOOGL5.1%

not top 5AVGO4.8%

2.1%PDnot top 5

1.6%QNSTnot top 5

1.6%APOGnot top 5

1.5%SMPnot top 5

1.5%RIGLnot top 5

Held in common0.0%

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

FDM vs IWF Returns, Every Period

First TrustFDM

+10.6%

5 years, per year

IWFiShares

+10.6%

5 years, per year

FDMIWFFaded: behind in that period

3–0FDM wins

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

Unsorted vs Stocks: FDM vs IWF

YTD

First TrustFDM

+18.1%

IWFiShares

−0.1%

+18.1%Year to date−0.1%

−9.3%Worst drop · 1Y−15.6%

16.9%Volatility · 1Y18.3%

1.5%Yield0.4%

$268MAssets$121B

4–0FDM wins

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

Cost, Income and Risk

Fees: FDM, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

FDM0.65%$65

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

Yields: FDM, IWF

1.47%highest, FDM

FundTrailing yieldYield$10k

FDM1.47%$147

IWF0.37%$37

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

Income After Fees on $10,000

$82most kept, FDM

FDM$147 − $65 = $82

IWF$37 − $18 = $19

KeptFee

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

Overlap: FDM, IWF

Today

0.0%most shared, FDM and IWF

FDMIWF

FDM—0.0%

IWF0.0%—

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

Return vs Bumpiness: 2 ETFs

+27.3%FDM, at 16.9% volatility

FDMWorst drop−9.3%16.9% vol

IWFWorst drop−15.6%18.3% vol

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

Paid More vs Made More

YTD

FDMIWF

+18.1%Year to date−0.1%

1.5%Yield0.4%

+27.3%Past year−3.0%

0.65%Fee0.18%

3–1FDM wins

End-of-day Nov 4, 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 4, 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 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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026