Compare · 2 funds side by side · dividends reinvested

FYC and IWF

FYCFirst Trust×IWFiShares×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,559IWF · best of the two

02 / 04

FYC and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Small Cap Growth AlphaDEX FundUS Stock Styles · Small cap0.70%0.11%+20.1%+22.3%+31.2%+9.9%−13.5%21.2%$1.3B1.5

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$120B1.5

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: FYC 2011 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Small Cap Growth AlphaDEX Fund · $1.3B$16,062

FYC

IWF

iShares Russell 1000 Growth ETF · $120B$16,559

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

FYCMeasureIWF

+20.1%Year to dateJan 1 → Nov 4−0.1%

+22.3%1 yearTotal return−3.0%

+31.2%3 years · per year$10,000 became $22,569 · $18,310+22.3%

+9.9%5 years · per year$10,000 became $16,062 · $16,559+10.6%

0.70%Expense ratio$70 · $18 a year on $10k · lower is better0.18%

0.11%Trailing 12-mo yield$11 · $37 a year on $10k0.37%

−13.5%Worst dropSmaller is better−15.6%

21.2%VolatilityLower is calmer18.3%

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

4–4Level

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

More Ways to See the Pairs

FYC vs IWF: Top 5 Holdings

Today

FYC

4.2%in top 5

IWF

in top 539.3%

FYCStockIWF

not top 5NVDA15.1%

not top 5AAPL8.1%

not top 5MSFT6.1%

not top 5GOOGL5.1%

not top 5AVGO4.8%

0.9%APPNnot top 5

0.9%CDNAnot top 5

0.9%STGWnot top 5

0.8%SLDEnot top 5

0.8%FAnot top 5

Held in common0.0%

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

FYC vs IWF Returns, Every Period

First TrustFYC

+9.9%

5 years, per year

IWFiShares

+10.6%

5 years, per year

FYCIWFFaded: behind in that period

3–1FYC wins

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

FYC vs IWF

YTD

First TrustFYC

+20.1%

IWFiShares

−0.1%

+20.1%Year to date−0.1%

−13.5%Worst drop · 1Y−15.6%

21.2%Volatility · 1Y18.3%

0.1%Yield0.4%

$1.3BAssets$120B

2–2level

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

Cost, Income and Risk

Fees: FYC, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

FYC0.70%$70

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

Yields: FYC, IWF

0.37%highest, IWF

FundTrailing yieldYield$10k

IWF0.37%$37

FYC0.11%$11

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

Income After Fees on $10,000

$19most kept, IWF

IWF$37 − $18 = $19

FYC$11 − $70 = −$59

KeptFee

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

Overlap: FYC, IWF

Today

0.0%most shared, FYC and IWF

FYCIWF

FYC—0.0%

IWF0.0%—

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

Return vs Bumpiness: 2 ETFs

+22.3%FYC, at 21.2% volatility

IWFWorst drop−15.6%18.3% vol

FYCWorst drop−13.5%21.2% vol

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

Paid More vs Made More

YTD

IWFFYC

−0.1%Year to date+20.1%

0.4%Yield0.1%

−3.0%Past year+22.3%

0.18%Fee0.70%

2–2level

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$61.1B

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%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026