Compare · 2 funds side by side · dividends reinvested

FTA and IWF

FTAFirst Trust×IWFiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,450FTA · best of the two

02 / 04

FTA and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Large Cap Value AlphaDEX FundUS Stock Styles · Value0.58%1.66%+23.9%+30.4%+21.7%+11.8%−8.1%11.4%$1.5B1.3

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$121B1.8

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

End-of-day Nov 4, 2026 · returns include dividends · since: FTA 2007 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Large Cap Value AlphaDEX Fund · $1.5B$17,450

FTA

IWF

iShares Russell 1000 Growth ETF · $121B$16,559

$10,000 five years ago, dividends reinvested · they hold 1.7% in common

FTAMeasureIWF

+23.9%Year to dateJan 1 → Nov 4−0.1%

+30.4%1 yearTotal return−3.0%

+21.7%3 years · per year$10,000 became $18,005 · $18,310+22.3%

+11.8%5 years · per year$10,000 became $17,450 · $16,559+10.6%

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

1.66%Trailing 12-mo yield$166 · $37 a year on $10k0.37%

−8.1%Worst dropSmaller is better−15.6%

11.4%VolatilityLower is calmer18.3%

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

6–2FTA wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FTA vs IWF: Top 5 Holdings

Today

FTA

5.0%in top 5

IWF

in top 539.3%

FTAStockIWF

not top 5NVDA15.1%

not top 5AAPL8.1%

not top 5MSFT6.1%

not top 5GOOGL5.1%

not top 5AVGO4.8%

1.1%FISVnot top 5

1.0%STZnot top 5

1.0%GPNnot top 5

1.0%CCLnot top 5

1.0%FISnot top 5

Held in common1.7%

End-of-day Nov 4, 2026 · share of each fund

FTA vs IWF Returns, Every Period

First TrustFTA

+11.8%

5 years, per year

IWFiShares

+10.6%

5 years, per year

FTAIWFFaded: behind in that period

3–1FTA wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

FTA vs IWF

YTD

First TrustFTA

+23.9%

IWFiShares

−0.1%

+23.9%Year to date−0.1%

−8.1%Worst drop · 1Y−15.6%

11.4%Volatility · 1Y18.3%

1.7%Yield0.4%

$1.5BAssets$121B

4–0FTA wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FTA, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

FTA0.58%$58

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: FTA, IWF

1.66%highest, FTA

FundTrailing yieldYield$10k

FTA1.66%$166

IWF0.37%$37

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$108most kept, FTA

FTA$166 − $58 = $108

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: FTA, IWF

Today

1.7%most shared, FTA and IWF

FTAIWF

FTA—1.7%

IWF1.7%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+30.4%FTA, at 11.4% volatility

FTAWorst drop−8.1%11.4% vol

IWFWorst drop−15.6%18.3% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

FTAIWF

+23.9%Year to date−0.1%

1.7%Yield0.4%

+30.4%Past year−3.0%

0.58%Fee0.18%

3–1FTA wins

End-of-day Nov 4, 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 4, 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 4, 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 4, 2026