Compare · 3 funds side by side · dividends reinvested

FXL, IWF and VUG

FXLFirst Trust×IWFiShares×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,565VUG · best of the three

02 / 04

FXL, IWF and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B1.5

First Trust Technology AlphaDEX FundSectors · Technology0.60%0.00%+21.4%+21.0%+23.8%+9.1%−15.3%27.9%$2.5B2.3

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$115B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: FXL 2007 · IWF 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Technology AlphaDEX Fund · $2.5B$15,434

FXL

IWF

iShares Russell 1000 Growth ETF · $115B$15,892

$10,000 five years ago, dividends reinvested · they hold 18.3% in common

FXLMeasureIWF

+21.4%Year to dateJan 1 → Nov 9−2.5%

+21.0%1 yearTotal return−2.2%

+23.8%3 years · per year$10,000 became $18,965 · $17,207+19.8%

+9.1%5 years · per year$10,000 became $15,434 · $15,892+9.7%

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

0.00%Trailing 12-mo yield$0 · $38 a year on $10k0.38%

−15.3%Worst dropSmaller is better−14.6%

27.9%VolatilityLower is calmer19.5%

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

3–5IWF wins

End-of-day Nov 9, 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

10.3%in top 5

IWF

in top 539.7%

FXLStockIWF

not top 5NVDA14.3%

not top 5AAPL8.8%

not top 5MSFT6.5%

not top 5GOOGL5.5%

not top 5AVGO4.5%

2.5%EPAMnot top 5

2.0%NIQnot top 5

1.9%MBGLnot top 5

1.9%CTSHnot top 5

1.9%PTCnot top 5

Held in common18.3%

End-of-day Nov 9, 2026 · share of each fund

FXL vs IWF Returns, Every Period

First TrustFXL

+9.1%

5 years, per year

IWFiShares

+9.7%

5 years, per year

FXLIWFFaded: behind in that period

3–1FXL wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Sector vs Stocks: FXL vs VUG

YTD

First TrustFXL

+21.4%

VUGVanguard

+4.2%

+21.4%Year to date+4.2%

−15.3%Worst drop · 1Y−15.1%

27.9%Volatility · 1Y19.1%

0.0%Yield0.4%

$2.5BAssets$233B

3–1VUG wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FXL, IWF, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

FXL0.60%$60

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: FXL, IWF, VUG

0.41%highest, VUG

FundTrailing yieldYield$10k

VUG0.41%$41

IWF0.38%$38

FXL0.00%$0

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$38most kept, VUG

VUG$41 − $3 = $38

IWF$38 − $18 = $20

FXL$0 − $60 = −$60

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: FXL, IWF, VUG

Today

78.1%most shared, IWF and VUG

FXLIWFVUG

FXL—18.3%17.0%

IWF18.3%—78.1%

VUG17.0%78.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+21.0%FXL, at 27.9% volatility

VUGWorst drop−15.1%19.1% vol

IWFWorst drop−14.6%19.5% vol

FXLWorst drop−15.3%27.9% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

VUGFXL

+4.2%Year to date+21.4%

0.4%Yield0.0%

+4.7%Past year+21.0%

0.03%Fee0.60%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026