Compare · 2 funds side by side · dividends reinvested

FTA and IWD

FTAFirst Trust×IWDiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,178IWD · best of the two

02 / 04

FTA and IWD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.37%+24.2%+28.4%+23.8%+11.4%−6.8%11.0%$83.2B1.1

First Trust Large Cap Value AlphaDEX FundUS Stock Styles · Value0.58%1.69%+22.0%+27.8%+21.4%+11.1%−8.1%11.3%$1.5B1.9

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: FTA 2007 · IWD 2000

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Large Cap Value AlphaDEX Fund · $1.5B$16,890

FTA

IWD

iShares Russell 1000 Value ETF · $83.2B$17,178

$10,000 five years ago, dividends reinvested · they hold 24.6% in common

FTAMeasureIWD

+22.0%Year to dateJan 1 → Nov 3+24.2%

+27.8%1 yearTotal return+28.4%

+21.4%3 years · per year$10,000 became $17,873 · $18,980+23.8%

+11.1%5 years · per year$10,000 became $16,890 · $17,178+11.4%

0.58%Expense ratio$58 · $18 a year on $10k · lower is better0.18%

1.69%Trailing 12-mo yield$169 · $137 a year on $10k1.37%

−8.1%Worst dropSmaller is better−6.8%

11.3%VolatilityLower is calmer11.0%

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

1–7IWD wins

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

More Ways to See the Pairs

FTA vs IWD: Top 5 Holdings

Today

FTA

5.0%in top 5

IWD

in top 521.8%

FTAStockIWD

not top 5AAPL6.0%

not top 5AMZN5.6%

not top 5MSFT5.1%

not top 5BRK-B2.7%

not top 5JPM2.4%

1.0%OVVnot top 5

1.0%PRnot top 5

1.0%COPnot top 5

1.0%EOGnot top 5

1.0%STZnot top 5

Held in common24.6%

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

FTA vs IWD Returns, Every Period

First TrustFTA

+11.1%

5 years, per year

IWDiShares

+11.4%

5 years, per year

FTAIWDFaded: behind in that period

0–4IWD wins

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

FTA vs IWD

YTD

First TrustFTA

+22.0%

IWDiShares

+24.2%

+22.0%Year to date+24.2%

−8.1%Worst drop · 1Y−6.8%

11.3%Volatility · 1Y11.0%

1.7%Yield1.4%

$1.5BAssets$83.2B

3–1IWD wins

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

Cost, Income and Risk

Fees: FTA, IWD

Today

0.18%lowest, IWD

FundExpense ratioFee$10k

IWD0.18%$18

FTA0.58%$58

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

Yields: FTA, IWD

1.69%highest, FTA

FundTrailing yieldYield$10k

FTA1.69%$169

IWD1.37%$137

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

Income After Fees on $10,000

$119most kept, IWD

IWD$137 − $18 = $119

FTA$169 − $58 = $111

KeptFee

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

Overlap: FTA, IWD

Today

24.6%most shared, FTA and IWD

FTAIWD

FTA—24.6%

IWD24.6%—

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

Return vs Bumpiness: 2 ETFs

+28.4%IWD, at 11.0% volatility

IWDWorst drop−6.8%11.0% vol

FTAWorst drop−8.1%11.3% vol

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

Paid More vs Made More

YTD

FTAIWD

+22.0%Year to date+24.2%

1.7%Yield1.4%

+27.8%Past year+28.4%

0.58%Fee0.18%

3–1IWD wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.4%

+21.0%Year to date+18.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 3, 2026

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