Compare · 2 funds side by side · dividends reinvested

FYT and IWF

FYTFirst Trust×IWFiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,330IWF · best of the two

02 / 04

FYT and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Small Cap Value AlphaDEX FundUS Stock Styles · Small cap0.70%1.82%+26.6%+33.4%+18.6%+8.1%−8.6%16.4%$179M1.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$121B1.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: FYT 2011 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Small Cap Value AlphaDEX Fund · $179M$14,794

FYT

IWF

iShares Russell 1000 Growth ETF · $121B$15,330

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

FYTMeasureIWF

+26.6%Year to dateJan 1 → Nov 5−6.5%

+33.4%1 yearTotal return−7.6%

+18.6%3 years · per year$10,000 became $16,669 · $17,073+19.5%

+8.1%5 years · per year$10,000 became $14,794 · $15,330+8.9%

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

1.82%Trailing 12-mo yield$182 · $39 a year on $10k0.39%

−8.6%Worst dropSmaller is better−14.6%

16.4%VolatilityLower is calmer19.3%

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

5–3FYT wins

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

More Ways to See the Pairs

FYT vs IWF: Top 5 Holdings

Today

FYT

4.0%in top 5

IWF

in top 539.6%

FYTStockIWF

not top 5NVDA14.6%

not top 5AAPL8.5%

not top 5MSFT6.4%

not top 5GOOGL5.3%

not top 5AVGO4.7%

0.8%HOGnot top 5

0.8%ASOnot top 5

0.8%DXCnot top 5

0.8%KSSnot top 5

0.8%GPKnot top 5

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

FYT vs IWF Returns, Every Period

First TrustFYT

+8.1%

5 years, per year

IWFiShares

+8.9%

5 years, per year

FYTIWFFaded: behind in that period

2–2Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

FYT vs IWF

YTD

First TrustFYT

+26.6%

IWFiShares

−6.5%

+26.6%Year to date−6.5%

−8.6%Worst drop · 1Y−14.6%

16.4%Volatility · 1Y19.3%

1.8%Yield0.4%

$179MAssets$121B

4–0FYT wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FYT, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

FYT0.70%$70

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: FYT, IWF

1.82%highest, FYT

FundTrailing yieldYield$10k

FYT1.82%$182

IWF0.39%$39

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$112most kept, FYT

FYT$182 − $70 = $112

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: FYT, IWF

Today

0.0%most shared, FYT and IWF

FYTIWF

FYT—0.0%

IWF0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+33.4%FYT, at 16.4% volatility

FYTWorst drop−8.6%16.4% vol

IWFWorst drop−14.6%19.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

FYTIWF

+26.6%Year to date−6.5%

1.8%Yield0.4%

+33.4%Past year−7.6%

0.70%Fee0.18%

3–1FYT wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026