Compare · 2 funds side by side · dividends reinvested

FSGS and IUSG

FSGSFirst Trust×IUSGiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,466IUSG · best of the two

02 / 04

FSGS and IUSG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P U.S. Growth ETFUS Stock Styles · Growth0.04%0.50%+9.8%+8.8%+27.2%+11.8%−13.0%18.2%$32.6B1.4

First Trust SMID Growth Strength ETFUS Stock Styles · Growth0.60%0.03%+9.6%+9.9%+13.2%+4.3%−11.3%14.6%$30M1.6

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

End-of-day Nov 3, 2026 · returns include dividends · since: FSGS 2017 · IUSG 2000

Head to Head

Swap sides Versus in desk

Head to Head

First Trust SMID Growth Strength ETF · $30M$12,334

FSGS

IUSG

iShares Core S&P U.S. Growth ETF · $32.6B$17,466

$10,000 five years ago, dividends reinvested · they hold 1.6% in common

FSGSMeasureIUSG

+9.6%Year to dateJan 1 → Nov 3+9.8%

+9.9%1 yearTotal return+8.8%

+13.2%3 years · per year$10,000 became $14,489 · $20,570+27.2%

+4.3%5 years · per year$10,000 became $12,334 · $17,466+11.8%

0.60%Expense ratio$60 · $4 a year on $10k · lower is better0.04%

0.03%Trailing 12-mo yield$3 · $50 a year on $10k0.50%

−11.3%Worst dropSmaller is better−13.0%

14.6%VolatilityLower is calmer18.2%

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

3–5IUSG wins

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

More Ways to See the Pairs

FSGS vs IUSG: Top 5 Holdings

Today

FSGS

5.7%in top 5

IUSG

in top 539.7%

FSGSStockIUSG

not top 5NVDA13.5%

not top 5MSFT10.6%

not top 5AAPL6.9%

not top 5GOOGL4.5%

not top 5AVGO4.2%

1.2%AVPTnot top 5

1.2%ARLOnot top 5

1.2%JLLnot top 5

1.1%EFXnot top 5

1.1%EVRnot top 5

Held in common1.6%

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

FSGS vs IUSG Returns, Every Period

First TrustFSGS

+4.3%

5 years, per year

IUSGiShares

+11.8%

5 years, per year

FSGSIUSGFaded: behind in that period

1–3IUSG wins

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

FSGS vs IUSG

YTD

First TrustFSGS

+9.6%

IUSGiShares

+9.8%

+9.6%Year to date+9.8%

−11.3%Worst drop · 1Y−13.0%

14.6%Volatility · 1Y18.2%

0.0%Yield0.5%

$30.0MAssets$32.6B

2–2level

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

Cost, Income and Risk

Fees: FSGS, IUSG

Today

0.04%lowest, IUSG

FundExpense ratioFee$10k

IUSG0.04%$4

FSGS0.60%$60

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

Yields: FSGS, IUSG

0.50%highest, IUSG

FundTrailing yieldYield$10k

IUSG0.50%$50

FSGS0.03%$3

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

Income After Fees on $10,000

$46most kept, IUSG

IUSG$50 − $4 = $46

FSGS$3 − $60 = −$57

KeptFee

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

Overlap: FSGS, IUSG

Today

1.6%most shared, FSGS and IUSG

FSGSIUSG

FSGS—1.6%

IUSG1.6%—

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

Return vs Bumpiness: 2 ETFs

+9.9%FSGS, at 14.6% volatility

FSGSWorst drop−11.3%14.6% vol

IUSGWorst drop−13.0%18.2% vol

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

Paid More vs Made More

YTD

IUSGFSGS

+9.8%Year to date+9.6%

0.5%Yield0.0%

+8.8%Past year+9.9%

0.04%Fee0.60%

3–1IUSG 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