Compare · 3 funds side by side · dividends reinvested

FYC, IWF and VTV

FYCFirst Trust×IWFiShares×VTVVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,865VTV · best of the three

02 / 04

FYC, IWF and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.83%+20.9%+25.4%+21.0%+12.3%−6.4%10.8%$184B1.1

First Trust Small Cap Growth AlphaDEX FundUS Stock Styles · Small cap0.70%0.11%+19.9%+25.3%+29.2%+8.7%−13.7%21.7%$1.3B2.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$115B2.5

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: FYC 2011 · IWF 2000 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Small Cap Growth AlphaDEX Fund · $1.3B$15,197

FYC

IWF

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

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

FYCMeasureIWF

+19.9%Year to dateJan 1 → Nov 9−2.5%

+25.3%1 yearTotal return−2.2%

+29.2%3 years · per year$10,000 became $21,564 · $17,207+19.8%

+8.7%5 years · per year$10,000 became $15,197 · $15,892+9.7%

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

0.11%Trailing 12-mo yield$11 · $38 a year on $10k0.38%

−13.7%Worst dropSmaller is better−14.6%

21.7%VolatilityLower is calmer19.5%

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

4–4Level

End-of-day Nov 9, 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

4.8%in top 5

IWF

in top 539.7%

FYCStockIWF

not top 5NVDA14.3%

not top 5AAPL8.8%

not top 5MSFT6.5%

not top 5GOOGL5.5%

not top 5AVGO4.5%

1.0%XERSnot top 5

1.0%APPNnot top 5

0.9%STGWnot top 5

0.9%AGLnot top 5

0.9%FAnot top 5

Held in common0.0%

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

FYC vs IWF Returns, Every Period

First TrustFYC

+8.7%

5 years, per year

IWFiShares

+9.7%

5 years, per year

FYCIWFFaded: behind in that period

3–1FYC wins

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

FYC vs VTV

YTD

First TrustFYC

+19.9%

VTVVanguard

+20.9%

+19.9%Year to date+20.9%

−13.7%Worst drop · 1Y−6.4%

21.7%Volatility · 1Y10.8%

0.1%Yield1.8%

$1.3BAssets$184B

4–0VTV wins

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

Cost, Income and Risk

Fees: FYC, IWF, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

IWF0.18%$18

FYC0.70%$70

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

Yields: FYC, IWF, VTV

1.83%highest, VTV

FundTrailing yieldYield$10k

VTV1.83%$183

IWF0.38%$38

FYC0.11%$11

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

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

IWF$38 − $18 = $20

FYC$11 − $70 = −$59

KeptFee

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

Overlap: FYC, IWF, VTV

Today

11.8%most shared, IWF and VTV

FYCIWFVTV

FYC—0.0%0.0%

IWF0.0%—11.8%

VTV0.0%11.8%—

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

Return vs Bumpiness: 3 ETFs

+25.4%VTV, at 10.8% volatility

VTVWorst drop−6.4%10.8% vol

IWFWorst drop−14.6%19.5% vol

FYCWorst drop−13.7%21.7% vol

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

Paid More vs Made More

YTD

VTVFYC

+20.9%Year to date+19.9%

1.8%Yield0.1%

+25.4%Past year+25.3%

0.03%Fee0.70%

4–0VTV wins

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

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.4B

1–0VTV wins

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