Compare · 2 funds side by side · dividends reinvested

FMCX and IWF

FMCXFirst Manhattan×IWFiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,441IWF · best of the two

02 / 04

FMCX and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

FM Focus Equity ETFUS Stock Styles · Large cap0.72%0.30%+4.0%+4.2%+16.6%[…]−12.6%15.3%$115M1.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B1.5

Rank among the two1st → 2ndFee, 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: FMCX 2022 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

FM Focus Equity ETF · $115M[…]

FMCX

IWF

iShares Russell 1000 Growth ETF · $115B$15,441

$10,000 five years ago, dividends reinvested · they hold 21.5% in common

FMCXMeasureIWF

+4.0%Year to dateJan 1 → Nov 6−5.3%

+4.2%1 yearTotal return−6.5%

+16.6%3 years · per year$10,000 became $15,848 · $17,022+19.4%

[…]5 years · per year$10,000 became […] · $15,442+9.1%

0.72%Expense ratio$72 · $18 a year on $10k · lower is better0.18%

0.30%Trailing 12-mo yield$30 · $39 a year on $10k0.39%

−12.6%Worst dropSmaller is better−14.6%

15.3%VolatilityLower is calmer19.4%

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

4–3FMCX wins

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

More Ways to See the Pairs

FMCX vs IWF: Top 5 Holdings

Today

FMCX

28.2%in top 5

IWF

in top 539.8%

FMCXStockIWF

not top 5NVDA14.1%

not top 5AAPL9.0%

7.4%MSFT6.6%

5.9%KKRnot top 5

5.8%GEnot top 5

not top 5GOOGL5.5%

4.6%AMZNnot top 5

not top 5AVGO4.5%

4.5%CRMnot top 5

Held in common21.5%

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

FMCX vs IWF Returns, Every Period

First ManhattanFMCX

+4.2%

past year

IWFiShares

−6.5%

past year

FMCXIWFFaded: behind in that period

2–1FMCX wins

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

FMCX vs IWF

YTD

First ManhattanFMCX

+4.0%

IWFiShares

−5.3%

+4.0%Year to date−5.3%

−12.6%Worst drop · 1Y−14.6%

15.3%Volatility · 1Y19.4%

0.3%Yield0.4%

$115MAssets$115B

3–1FMCX wins

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

Cost, Income and Risk

Fees: FMCX, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

FMCX0.72%$72

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

Yields: FMCX, IWF

0.39%highest, IWF

FundTrailing yieldYield$10k

IWF0.39%$39

FMCX0.30%$30

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

Income After Fees on $10,000

$21most kept, IWF

IWF$39 − $18 = $21

FMCX$30 − $72 = −$42

KeptFee

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

Overlap: FMCX, IWF

Today

21.5%most shared, FMCX and IWF

FMCXIWF

FMCX—21.5%

IWF21.5%—

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

Return vs Bumpiness: 2 ETFs

+4.2%FMCX, at 15.3% volatility

FMCXWorst drop−12.6%15.3% vol

IWFWorst drop−14.6%19.4% vol

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

Paid More vs Made More

YTD

IWFFMCX

−5.3%Year to date+4.0%

0.4%Yield0.3%

−6.5%Past year+4.2%

0.18%Fee0.72%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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