Compare · 2 funds side by side · dividends reinvested

FXL and IWF

FXLFirst Trust×IWFiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,441IWF · best of the two

02 / 04

FXL and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B1.4

First Trust Technology AlphaDEX FundSectors · Technology0.60%0.00%+17.2%+14.5%+23.1%+8.5%−15.3%27.8%$2.5B1.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: FXL 2007 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Technology AlphaDEX Fund · $2.5B$15,005

FXL

IWF

iShares Russell 1000 Growth ETF · $115B$15,441

$10,000 five years ago, dividends reinvested · they hold 18.1% in common

FXLMeasureIWF

+17.2%Year to dateJan 1 → Nov 6−5.3%

+14.5%1 yearTotal return−6.5%

+23.1%3 years · per year$10,000 became $18,639 · $17,022+19.4%

+8.5%5 years · per year$10,000 became $15,005 · $15,442+9.1%

0.60%Expense ratio$60 · $18 a year on $10k · lower is better0.18%

0.00%Trailing 12-mo yield$0 · $39 a year on $10k0.39%

−15.3%Worst dropSmaller is better−14.6%

27.8%VolatilityLower is calmer19.4%

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

3–5IWF wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FXL vs IWF: Top 5 Holdings

Today

FXL

10.5%in top 5

IWF

in top 539.8%

FXLStockIWF

not top 5NVDA14.1%

not top 5AAPL9.0%

not top 5MSFT6.6%

not top 5GOOGL5.5%

not top 5AVGO4.5%

2.6%EPAMnot top 5

2.0%NIQnot top 5

2.0%CTSHnot top 5

2.0%MBGLnot top 5

1.9%ROPnot top 5

Held in common18.1%

End-of-day Nov 6, 2026 · share of each fund

FXL vs IWF Returns, Every Period

First TrustFXL

+8.5%

5 years, per year

IWFiShares

+9.1%

5 years, per year

FXLIWFFaded: behind in that period

3–1FXL wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Sector vs Stocks: FXL vs IWF

YTD

First TrustFXL

+17.2%

IWFiShares

−5.3%

+17.2%Year to date−5.3%

−15.3%Worst drop · 1Y−14.6%

27.8%Volatility · 1Y19.4%

0.0%Yield0.4%

$2.5BAssets$115B

3–1IWF wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FXL, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

FXL0.60%$60

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: FXL, IWF

0.39%highest, IWF

FundTrailing yieldYield$10k

IWF0.39%$39

FXL0.00%$0

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$21most kept, IWF

IWF$39 − $18 = $21

FXL$0 − $60 = −$60

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: FXL, IWF

Today

18.1%most shared, FXL and IWF

FXLIWF

FXL—18.1%

IWF18.1%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+14.5%FXL, at 27.8% volatility

IWFWorst drop−14.6%19.4% vol

FXLWorst drop−15.3%27.8% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IWFFXL

−5.3%Year to date+17.2%

0.4%Yield0.0%

−6.5%Past year+14.5%

0.18%Fee0.60%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026