Compare · 3 funds side by side · dividends reinvested

FEX, IWF and VTV

FEXFirst Trust×IWFiShares×VTVVanguard×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,803VTV · best of the three

Story of the three · IncomeMost incomeVTV · 1.83% · $183 a year on $10k

Story of the three · RiskSmallest drop

FEX, IWF and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.83%+21.0%+24.8%+20.7%+12.2%−6.4%10.8%$184B1.0

First Trust Large Cap Core AlphaDEX FundUS Stock Styles · Large cap0.57%1.01%+16.4%+19.2%+20.2%+9.9%−6.6%13.4%$1.6B2.1

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−3.4%−2.9%+19.1%+9.4%−14.6%19.5%$118B2.9

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

End-of-day Nov 10, 2026 · returns include dividends · since: FEX 2007 · IWF 2000 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

First Trust Large Cap Core AlphaDEX Fund · $1.6B$16,030

FEX

IWF

iShares Russell 1000 Growth ETF · $118B$15,699

$10,000 five years ago, dividends reinvested · they hold 15.9% in common

FEXMeasure

More Ways to See the Pairs

FEX vs IWF: Top 5 Holdings

Today

FEX

2.9%in top 5

IWF

in top 538.7%

FEXStockIWF

not top 5NVDA13.3%

not top 5AAPL8.8%

not top 5MSFT6.5%

not top 5GOOGL5.4%

not top 5AVGO4.8%

Cost, Income and Risk

Fees: FEX, IWF, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

IWF0.18%$18

FEX0.57%$57

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

Yields: FEX, IWF, VTV

1Y

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

+3.4%Year to date+4.1%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 10, 2026

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.8%

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

IWF

+16.4%Year to dateJan 1 → Nov 10−3.4%

+19.2%1 yearTotal return−2.9%

+20.2%3 years · per year$10,000 became $17,364 · $16,897+19.1%

+9.9%5 years · per year$10,000 became $16,030 · $15,699+9.4%

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

1.01%Trailing 12-mo yield$101 · $38 a year on $10k0.38%

−6.6%Worst dropSmaller is better−14.6%

13.4%VolatilityLower is calmer19.5%

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

7–1FEX wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.6%FISVnot top 5

0.6%PTCnot top 5

0.6%ROPnot top 5

0.6%STZnot top 5

0.5%SNnot top 5

Held in common15.9%

End-of-day Nov 10, 2026 · share of each fund

FEX vs IWF Returns, Every Period

5Y

First TrustFEX

+9.9%

5 years, per year

IWFiShares

+9.4%

5 years, per year

FEXIWFFaded: behind in that period

4–0FEX wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

FEX vs VTV

YTD

First TrustFEX

+16.4%

VTVVanguard

+21.0%

+16.4%Year to date+21.0%

−6.6%Worst drop · 1Y−6.4%

13.4%Volatility · 1Y10.8%

1.0%Yield1.8%

$1.6BAssets$184B

4–0VTV wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1.83%highest, VTV

FundTrailing yieldYield$10k

VTV1.83%$183

FEX1.01%$101

IWF0.38%$38

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$180most kept, VTV

VTV$183 − $3 = $180

FEX$101 − $57 = $44

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: FEX, IWF, VTV

Today

36.3%most shared, FEX and VTV

FEXIWFVTV

FEX—15.9%36.3%

IWF15.9%—11.8%

VTV36.3%11.8%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+24.8%VTV, at 10.8% volatility

VTVWorst drop−6.4%10.8% vol

FEXWorst drop−6.6%13.4% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

VTVFEX

+21.0%Year to date+16.4%

1.8%Yield1.0%

+24.8%Past year+19.2%

0.03%Fee0.57%

4–0VTV wins

End-of-day Nov 10, 2026

+21.0%Year to date+18.8%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

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FEX, IWF and VTV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three