Compare · 2 funds side by side · dividends reinvested

FNX and IWF

FNXFirst Trust×IWFiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,559IWF · best of the two

02 / 04

FNX and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Mid Cap Core AlphaDEX FundUS Stock Styles · Mid cap0.62%0.96%+15.0%+17.1%+20.2%+8.5%−9.2%15.1%$1.4B1.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$121B1.6

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: FNX 2007 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Mid Cap Core AlphaDEX Fund · $1.4B$15,034

FNX

IWF

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

$10,000 five years ago, dividends reinvested · they hold 1.2% in common

FNXMeasureIWF

+15.0%Year to dateJan 1 → Nov 4−0.1%

+17.1%1 yearTotal return−3.0%

+20.2%3 years · per year$10,000 became $17,361 · $18,310+22.3%

+8.5%5 years · per year$10,000 became $15,034 · $16,559+10.6%

0.62%Expense ratio$62 · $18 a year on $10k · lower is better0.18%

0.96%Trailing 12-mo yield$96 · $37 a year on $10k0.37%

−9.2%Worst dropSmaller is better−15.6%

15.1%VolatilityLower is calmer18.3%

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

5–3FNX wins

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

More Ways to See the Pairs

FNX vs IWF: Top 5 Holdings

Today

FNX

2.5%in top 5

IWF

in top 539.3%

FNXStockIWF

not top 5NVDA15.1%

not top 5AAPL8.1%

not top 5MSFT6.1%

not top 5GOOGL5.1%

not top 5AVGO4.8%

0.6%ADTnot top 5

0.5%RRCnot top 5

0.5%GKOSnot top 5

0.5%EPAMnot top 5

0.4%Gnot top 5

Held in common1.2%

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

FNX vs IWF Returns, Every Period

First TrustFNX

+8.5%

5 years, per year

IWFiShares

+10.6%

5 years, per year

FNXIWFFaded: behind in that period

2–2Level

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

FNX vs IWF

YTD

First TrustFNX

+15.0%

IWFiShares

−0.1%

+15.0%Year to date−0.1%

−9.2%Worst drop · 1Y−15.6%

15.1%Volatility · 1Y18.3%

1.0%Yield0.4%

$1.4BAssets$121B

4–0FNX wins

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

Cost, Income and Risk

Fees: FNX, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

FNX0.62%$62

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

Yields: FNX, IWF

0.96%highest, FNX

FundTrailing yieldYield$10k

FNX0.96%$96

IWF0.37%$37

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

Income After Fees on $10,000

$34most kept, FNX

FNX$96 − $62 = $34

IWF$37 − $18 = $19

KeptFee

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

Overlap: FNX, IWF

Today

1.2%most shared, FNX and IWF

FNXIWF

FNX—1.2%

IWF1.2%—

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

Return vs Bumpiness: 2 ETFs

+17.1%FNX, at 15.1% volatility

FNXWorst drop−9.2%15.1% 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

FNXIWF

+15.0%Year to date−0.1%

1.0%Yield0.4%

+17.1%Past year−3.0%

0.62%Fee0.18%

3–1FNX 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