Compare · 2 funds side by side · dividends reinvested

FTA and IWD

FTAFirst Trust×IWDiShares×

Versus in desk

02 / 04

−0.1%

IWD+0.2%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,356IWD · best of the two

Story of the two · IncomeMost incomeFTA · 1.67% · $167 a year on $10k

Story of the two · RiskSmallest drop

FTA and IWD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.34%+26.5%+28.6%+22.8%+11.7%−6.8%11.7%$84.9B1.1

First Trust Large Cap Value AlphaDEX FundUS Stock Styles · Value0.58%1.67%+23.0%+26.5%+20.2%+11.1%−8.1%11.7%$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 13, 2026 · returns include dividends · since: FTA 2007 · IWD 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

First Trust Large Cap Value AlphaDEX Fund · $1.5B$16,945

FTA

IWD

iShares Russell 1000 Value ETF · $84.9B$17,356

$10,000 five years ago, dividends reinvested · they hold 24.4% in common

FTAMeasureIWD

+23.0%

More Ways to See the Pairs

FTA vs IWD: Top 5 Holdings

Today

FTA

5.1%in top 5

IWD

in top 522.4%

FTAStockIWD

not top 5AMZN6.1%

not top 5AAPL6.1%

not top 5MSFT5.0%

not top 5BRK-B2.8%

not top 5JPM2.4%

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 13, 2026 · fee on $10,000 a year

Yields: FTA, IWD

1Y

1.67%highest, FTA

FundTrailing yieldYield

Popular Pairs Near These Two

VTV vs SCHV

YTD

VanguardVTV

+22.0%

SCHVSchwab

+19.3%

+22.0%Year to date+19.3%

1.8%Yield1.8%

$184BAssets$15.8B

1–0VTV wins

End-of-day Nov 13, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

Year to dateJan 1 → Nov 13

+26.5%

+26.5%1 yearTotal return+28.6%

+20.2%3 years · per year$10,000 became $17,367 · $18,519+22.8%

+11.1%5 years · per year$10,000 became $16,945 · $17,356+11.7%

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

1.67%Trailing 12-mo yield$167 · $134 a year on $10k1.34%

−8.1%Worst dropSmaller is better−6.8%

11.7%VolatilityLower is calmer11.7%

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

1–6IWD wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

1.1%FISVnot top 5

1.1%STZnot top 5

1.0%ALLnot top 5

1.0%CHTRnot top 5

1.0%CCLnot top 5

Held in common24.4%

End-of-day Nov 13, 2026 · share of each fund

FTA vs IWD Returns, Every Period

5Y

First TrustFTA

+11.1%

5 years, per year

IWDiShares

+11.7%

5 years, per year

FTAIWDFaded: behind in that period

0–4IWD wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

FTA vs IWD

YTD

First TrustFTA

+23.0%

IWDiShares

+26.5%

+23.0%Year to date+26.5%

−8.1%Worst drop · 1Y−6.8%

11.7%Volatility · 1Y11.7%

1.7%Yield1.3%

$1.5BAssets$84.9B

2–1IWD wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

$10k

FTA1.67%$167

IWD1.34%$134

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$116most kept, IWD

IWD$134 − $18 = $116

FTA$167 − $58 = $109

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: FTA, IWD

Today

24.4%most shared, FTA and IWD

FTAIWD

FTA—24.4%

IWD24.4%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+28.6%IWD, at 11.7% volatility

IWDWorst drop−6.8%11.7% vol

FTAWorst drop−8.1%11.7% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

FTAIWD

+23.0%Year to date+26.5%

1.7%Yield1.3%

+26.5%Past year+28.6%

0.58%Fee0.18%

3–1IWD wins

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

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FTA and IWD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two