Compare · 2 funds side by side · dividends reinvested

FPX and IWB

FPXFirst Trust×IWBiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,090IWB · best of the two

02 / 04

FPX and IWB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 ETFUS Stock Styles · Large cap0.15%0.92%+11.3%+11.6%+23.8%+11.3%−8.9%12.8%$47.8B1.1

First Trust US Equity Opportunities ETFUS Stock Styles · Large cap0.57%0.19%+4.0%+0.6%+30.9%+5.8%−18.9%26.5%$1.3B1.9

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

End-of-day Nov 3, 2026 · returns include dividends · since: FPX 2006 · IWB 2000

Head to Head

Swap sides Versus in desk

Head to Head

First Trust US Equity Opportunities ETF · $1.3B$13,284

FPX

IWB

iShares Russell 1000 ETF · $47.8B$17,090

$10,000 five years ago, dividends reinvested · they hold 3.8% in common

FPXMeasureIWB

+4.0%Year to dateJan 1 → Nov 3+11.3%

+0.6%1 yearTotal return+11.6%

+30.9%3 years · per year$10,000 became $22,414 · $18,957+23.8%

+5.8%5 years · per year$10,000 became $13,284 · $17,090+11.3%

0.57%Expense ratio$57 · $15 a year on $10k · lower is better0.15%

0.19%Trailing 12-mo yield$19 · $92 a year on $10k0.92%

−18.9%Worst dropSmaller is better−8.9%

26.5%VolatilityLower is calmer12.8%

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

1–7IWB wins

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

More Ways to See the Pairs

FPX vs IWB: Top 5 Holdings

Today

FPX

34.0%in top 5

IWB

in top 525.2%

FPXStockIWB

9.3%LLYnot top 5

8.5%SPCXnot top 5

7.2%GEVnot top 5

not top 5AAPL7.1%

not top 5NVDA6.8%

not top 5MSFT5.6%

4.9%SNDKnot top 5

4.1%STXnot top 5

not top 5AMZN3.3%

not top 5GOOGL2.3%

Held in common3.8%

End-of-day Nov 3, 2026 · share of each fund

FPX vs IWB Returns, Every Period

First TrustFPX

+5.8%

5 years, per year

IWBiShares

+11.3%

5 years, per year

FPXIWBFaded: behind in that period

1–3IWB wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

FPX vs IWB

YTD

First TrustFPX

+4.0%

IWBiShares

+11.3%

+4.0%Year to date+11.3%

−18.9%Worst drop · 1Y−8.9%

26.5%Volatility · 1Y12.8%

0.2%Yield0.9%

$1.3BAssets$47.8B

4–0IWB wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FPX, IWB

Today

0.15%lowest, IWB

FundExpense ratioFee$10k

IWB0.15%$15

FPX0.57%$57

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: FPX, IWB

0.92%highest, IWB

FundTrailing yieldYield$10k

IWB0.92%$92

FPX0.19%$19

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$77most kept, IWB

IWB$92 − $15 = $77

FPX$19 − $57 = −$38

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: FPX, IWB

Today

3.8%most shared, FPX and IWB

FPXIWB

FPX—3.8%

IWB3.8%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+11.6%IWB, at 12.8% volatility

IWBWorst drop−8.9%12.8% vol

FPXWorst drop−18.9%26.5% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

IWBFPX

+11.3%Year to date+4.0%

0.9%Yield0.2%

+11.6%Past year+0.6%

0.15%Fee0.57%

4–0IWB wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026