Compare · 3 funds side by side · dividends reinvested

IWC, FFTY and FTCS

IWCiShares×FFTYCapital Force×FTCSFirst Trust×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$13,882FTCS · best of the three

02 / 04

IWC, FFTY and FTCS, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Capital Strength ETFUnsorted0.53%1.10%+13.2%+15.4%+14.0%+6.8%−8.1%11.6%$8.2B1.4

iShares Micro-Cap ETFUnsorted0.60%1.15%+8.2%+13.6%+23.5%+4.1%−15.4%23.7%$1.2B1.9

CapForce IBD 50 ETFUnsorted0.80%1.62%−16.9%−23.6%+12.7%−9.3%−34.2%35.7%$54M2.8

Rank among the three1st → 3rdFee, 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: IWC 2005 · FFTY 2015 · FTCS 2006

Head to Head

Swap sides Versus in desk

Head to Head

iShares Micro-Cap ETF · $1.2B$12,204

IWC

FFTY

CapForce IBD 50 ETF · $54M$6,134

$10,000 five years ago, dividends reinvested · they hold 1.6% in common

IWCMeasureFFTY

+8.2%Year to dateJan 1 → Nov 5−16.9%

+13.6%1 yearTotal return−23.6%

+23.5%3 years · per year$10,000 became $18,846 · $14,305+12.7%

+4.1%5 years · per year$10,000 became $12,204 · $6,134−9.3%

0.60%Expense ratio$60 · $80 a year on $10k · lower is better0.80%

1.15%Trailing 12-mo yield$115 · $162 a year on $10k1.62%

−15.4%Worst dropSmaller is better−34.2%

23.7%VolatilityLower is calmer35.7%

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

7–1IWC wins

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

More Ways to See the Pairs

IWC vs FFTY: Top 5 Holdings

Today

IWC

3.5%in top 5

FFTY

in top 516.2%

IWCStockFFTY

1.1%CDNA4.7%

not top 5RNG3.0%

not top 5CRWD2.9%

not top 5MPC2.7%

not top 5HALO2.7%

0.7%VRDNnot top 5

0.6%PENGnot top 5

0.6%TILEnot top 5

0.5%OUSTnot top 5

Held in common1.6%

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

IWC vs FFTY Returns, Every Period

iSharesIWC

+4.1%

5 years, per year

FFTYCapital Force

−9.3%

5 years, per year

IWCFFTYFaded: behind in that period

4–0IWC wins

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

IWC vs FFTY

YTD

iSharesIWC

+8.2%

FFTYCapital Force

−16.9%

+8.2%Year to date−16.9%

−15.4%Worst drop · 1Y−34.2%

23.7%Volatility · 1Y35.7%

1.1%Yield1.6%

$1.2BAssets$53.8M

3–1IWC wins

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

Cost, Income and Risk

Fees: IWC, FFTY, FTCS

Today

0.53%lowest, FTCS

FundExpense ratioFee$10k

FTCS0.53%$53

IWC0.60%$60

FFTY0.80%$80

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

Yields: IWC, FFTY, FTCS

1.62%highest, FFTY

FundTrailing yieldYield$10k

FFTY1.62%$162

IWC1.15%$115

FTCS1.10%$110

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

Income After Fees on $10,000

$82most kept, FFTY

FFTY$162 − $80 = $82

FTCS$110 − $53 = $57

IWC$115 − $60 = $55

KeptFee

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

Overlap: IWC, FFTY, FTCS

Today

1.7%most shared, FFTY and FTCS

IWCFFTYFTCS

IWC—1.6%0.0%

FFTY1.6%—1.7%

FTCS0.0%1.7%—

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

Return vs Bumpiness: 3 ETFs

+15.4%FTCS, at 11.6% volatility

FTCSWorst drop−8.1%11.6% vol

IWCWorst drop−15.4%23.7% vol

FFTYWorst drop−34.2%35.7% vol

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

Paid More vs Made More

YTD

FFTYFTCS

−16.9%Year to date+13.2%

1.6%Yield1.1%

−23.6%Past year+15.4%

0.80%Fee0.53%

3–1FTCS wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026