Compare · 2 funds side by side · dividends reinvested

FEX and IWF

FEXFirst Trust×IWFiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,562FEX · best of the two

02 / 04

FEX and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Large Cap Core AlphaDEX FundUS Stock Styles · Large cap0.57%0.99%+17.8%+19.9%+22.8%+10.6%−6.6%12.9%$1.6B1.1

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$120B1.9

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: FEX 2007 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Large Cap Core AlphaDEX Fund · $1.6B$16,562

FEX

IWF

iShares Russell 1000 Growth ETF · $120B$16,559

$10,000 five years ago, dividends reinvested · they hold 16.1% in common

FEXMeasureIWF

+17.8%Year to dateJan 1 → Nov 4−0.1%

+19.9%1 yearTotal return−3.0%

+22.8%3 years · per year$10,000 became $18,539 · $18,310+22.3%

+10.6%5 years · per year$10,000 became $16,562 · $16,559+10.6%

0.57%Expense ratio$57 · $18 a year on $10k · lower is better0.18%

0.99%Trailing 12-mo yield$99 · $37 a year on $10k0.37%

−6.6%Worst dropSmaller is better−15.6%

12.9%VolatilityLower is calmer18.3%

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

6–1FEX wins

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

More Ways to See the Pairs

FEX vs IWF: Top 5 Holdings

Today

FEX

2.8%in top 5

IWF

in top 539.3%

FEXStockIWF

not top 5NVDA15.1%

not top 5AAPL8.1%

not top 5MSFT6.1%

not top 5GOOGL5.1%

not top 5AVGO4.8%

0.6%PTCnot top 5

0.6%ROPnot top 5

0.6%FISVnot top 5

0.5%STZnot top 5

0.5%CCLnot top 5

Held in common16.1%

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

FEX vs IWF Returns, Every Period

First TrustFEX

+10.6%

5 years, per year

IWFiShares

+10.6%

5 years, per year

FEXIWFFaded: behind in that period

3–0FEX wins

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

FEX vs IWF

YTD

First TrustFEX

+17.8%

IWFiShares

−0.1%

+17.8%Year to date−0.1%

−6.6%Worst drop · 1Y−15.6%

12.9%Volatility · 1Y18.3%

1.0%Yield0.4%

$1.6BAssets$120B

4–0FEX wins

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

Cost, Income and Risk

Fees: FEX, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

FEX0.57%$57

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

Yields: FEX, IWF

0.99%highest, FEX

FundTrailing yieldYield$10k

FEX0.99%$99

IWF0.37%$37

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

Income After Fees on $10,000

$42most kept, FEX

FEX$99 − $57 = $42

IWF$37 − $18 = $19

KeptFee

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

Overlap: FEX, IWF

Today

16.1%most shared, FEX and IWF

FEXIWF

FEX—16.1%

IWF16.1%—

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

Return vs Bumpiness: 2 ETFs

+19.9%FEX, at 12.9% volatility

FEXWorst drop−6.6%12.9% 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

FEXIWF

+17.8%Year to date−0.1%

1.0%Yield0.4%

+19.9%Past year−3.0%

0.57%Fee0.18%

3–1FEX 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$61.1B

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%

$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