Compare · 2 funds side by side · dividends reinvested

FPX and IWF

FPXFirst Trust×IWFiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,330IWF · best of the two

02 / 04

FPX and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$121B1.4

First Trust US Equity Opportunities ETFUS Stock Styles · Large cap0.57%0.19%+2.7%−0.1%+30.4%+6.0%−18.9%26.5%$1.4B1.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: FPX 2006 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

First Trust US Equity Opportunities ETF · $1.4B$12,364

FPX

IWF

iShares Russell 1000 Growth ETF · $121B$15,330

$10,000 five years ago, dividends reinvested · they hold 5.8% in common

FPXMeasureIWF

+2.7%Year to dateJan 1 → Nov 5−0.1%

−0.1%1 yearTotal return−3.0%

+30.4%3 years · per year$10,000 became $22,148 · $18,310+22.3%

+6.0%5 years · per year$10,000 became $13,390 · $16,559+10.6%

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

0.19%Trailing 12-mo yield$19 · $37 a year on $10k0.37%

−18.9%Worst dropSmaller is better−15.6%

26.5%VolatilityLower is calmer18.3%

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

3–5IWF wins

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

More Ways to See the Pairs

FPX vs IWF: Top 5 Holdings

Today

FPX

33.1%in top 5

IWF

in top 539.6%

FPXStockIWF

not top 5NVDA14.6%

9.4%LLYnot top 5

8.7%SPCXnot top 5

not top 5AAPL8.5%

7.0%GEVnot top 5

not top 5MSFT6.4%

not top 5GOOGL5.3%

not top 5AVGO4.7%

4.5%SNDKnot top 5

3.6%STXnot top 5

Held in common5.8%

End-of-day Nov 5, 2026 · share of each fund

FPX vs IWF Returns, Every Period

First TrustFPX

+6.0%

5 years, per year

IWFiShares

+10.6%

5 years, per year

FPXIWFFaded: behind in that period

3–1FPX wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

FPX vs IWF

YTD

First TrustFPX

+2.7%

IWFiShares

−0.1%

+2.7%Year to date−0.1%

−18.9%Worst drop · 1Y−15.6%

26.5%Volatility · 1Y18.3%

0.2%Yield0.4%

$1.4BAssets$121B

3–1IWF wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FPX, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

FPX0.57%$57

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: FPX, IWF

0.37%highest, IWF

FundTrailing yieldYield$10k

IWF0.37%$37

FPX0.19%$19

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$19most kept, IWF

IWF$37 − $18 = $19

FPX$19 − $57 = −$38

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: FPX, IWF

Today

5.8%most shared, FPX and IWF

FPXIWF

FPX—5.8%

IWF5.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

−0.1%FPX, at 26.5% volatility

IWFWorst drop−15.6%18.3% vol

FPXWorst drop−18.9%26.5% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

IWFFPX

−0.1%Year to date+2.7%

0.4%Yield0.2%

−3.0%Past year−0.1%

0.18%Fee0.57%

2–2level

End-of-day Nov 5, 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 5, 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 5, 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 5, 2026