Compare · 2 funds side by side · dividends reinvested

IWC and FTCS

IWCiShares×FTCSFirst Trust×

Versus in desk

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

02 / 04

IWC and FTCS, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Capital Strength ETFUnsorted0.53%1.08%+15.3%+17.9%+15.0%+7.3%−8.1%11.4%$8.0B1.1

iShares Micro-Cap ETFUnsorted0.60%1.08%+14.8%+17.7%+26.5%+5.7%−13.5%23.1%$1.2B1.9

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: IWC 2005 · FTCS 2006

Head to Head

Swap sides Versus in desk

Head to Head

iShares Micro-Cap ETF · $1.2B$12,204

IWC

FTCS

First Trust Capital Strength ETF · $8.0B$13,882

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

IWCMeasureFTCS

+14.8%Year to dateJan 1 → Nov 5+15.3%

+17.7%1 yearTotal return+17.9%

+26.5%3 years · per year$10,000 became $20,253 · $15,226+15.0%

+5.7%5 years · per year$10,000 became $13,176 · $14,234+7.3%

0.60%Expense ratio$60 · $53 a year on $10k · lower is better0.53%

1.08%Trailing 12-mo yield$108 · $108 a year on $10k1.08%

−13.5%Worst dropSmaller is better−8.1%

23.1%VolatilityLower is calmer11.4%

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

1–6FTCS 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 FTCS: Top 5 Holdings

Today

IWC

3.5%in top 5

FTCS

in top 510.9%

IWCStockFTCS

not top 5PPG2.2%

not top 5MMM2.2%

not top 5VLTO2.2%

not top 5HD2.1%

not top 5CINF2.1%

1.1%CDNAnot top 5

0.7%VRDNnot top 5

0.6%PENGnot top 5

0.6%TILEnot top 5

0.5%OUSTnot top 5

Held in common0.0%

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

IWC vs FTCS Returns, Every Period

iSharesIWC

+5.7%

5 years, per year

FTCSFirst Trust

+7.3%

5 years, per year

IWCFTCSFaded: behind in that period

1–3FTCS wins

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

IWC vs FTCS

YTD

iSharesIWC

+14.8%

FTCSFirst Trust

+15.3%

+14.8%Year to date+15.3%

−13.5%Worst drop · 1Y−8.1%

23.1%Volatility · 1Y11.4%

1.1%Yield1.1%

$1.2BAssets$8.0B

3–0FTCS wins

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

Cost, Income and Risk

Fees: IWC, FTCS

Today

0.53%lowest, FTCS

FundExpense ratioFee$10k

FTCS0.53%$53

IWC0.60%$60

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

Yields: IWC, FTCS

1.08%highest, FTCS

FundTrailing yieldYield$10k

FTCS1.08%$108

IWC1.08%$108

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

Income After Fees on $10,000

$55most kept, FTCS

FTCS$108 − $53 = $55

IWC$108 − $60 = $48

KeptFee

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

Overlap: IWC, FTCS

Today

0.0%most shared, IWC and FTCS

IWCFTCS

IWC—0.0%

FTCS0.0%—

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

Return vs Bumpiness: 2 ETFs

+17.9%FTCS, at 11.4% volatility

FTCSWorst drop−8.1%11.4% vol

IWCWorst drop−13.5%23.1% vol

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

Paid More vs Made More

YTD

FTCSIWC

+15.3%Year to date+14.8%

1.1%Yield1.1%

+17.9%Past year+17.7%

0.53%Fee0.60%

3–0FTCS wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026