Compare · 3 funds side by side · dividends reinvested

IWF, FDM and VUG

IWFiShares×FDMFirst Trust×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,052VUG · best of the three

02 / 04

IWF, FDM and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Dow Jones Select MicroCap Index FundUnsorted0.65%1.52%+13.9%+24.2%+21.7%+9.5%−9.3%17.3%$268M1.5

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B1.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$121B2.8

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: IWF 2000 · FDM 2005 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

IWF

FDM

First Trust Dow Jones Select MicroCap Index Fund · $268M$15,739

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

IWFMeasureFDM

−6.5%Year to dateJan 1 → Nov 5+13.9%

−7.6%1 yearTotal return+24.2%

+19.5%3 years · per year$10,000 became $17,073 · $18,010+21.7%

+8.9%5 years · per year$10,000 became $15,330 · $15,739+9.5%

0.18%Expense ratio$18 · $65 a year on $10k · lower is better0.65%

0.39%Trailing 12-mo yield$39 · $152 a year on $10k1.52%

−14.6%Worst dropSmaller is better−9.3%

19.3%VolatilityLower is calmer17.3%

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

1–7FDM wins

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

More Ways to See the Pairs

IWF vs FDM: Top 5 Holdings

Today

IWF

39.6%in top 5

FDM

in top 58.4%

IWFStockFDM

14.6%NVDAnot top 5

8.5%AAPLnot top 5

6.4%MSFTnot top 5

5.3%GOOGLnot top 5

4.7%AVGOnot top 5

not top 5PD2.1%

not top 5QNST1.6%

not top 5APOG1.6%

not top 5SMP1.5%

not top 5RIGL1.5%

Held in common0.0%

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

IWF vs FDM Returns, Every Period

iSharesIWF

+8.9%

5 years, per year

FDMFirst Trust

+9.5%

5 years, per year

IWFFDMFaded: behind in that period

0–4FDM wins

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

Stocks vs Unsorted: IWF vs FDM

YTD

iSharesIWF

−6.5%

FDMFirst Trust

+13.9%

−6.5%Year to date+13.9%

−14.6%Worst drop · 1Y−9.3%

19.3%Volatility · 1Y17.3%

0.4%Yield1.5%

$121BAssets$268M

4–0FDM wins

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

Cost, Income and Risk

Fees: IWF, FDM, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

FDM0.65%$65

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

Yields: IWF, FDM, VUG

1.52%highest, FDM

FundTrailing yieldYield$10k

FDM1.52%$152

VUG0.43%$43

IWF0.39%$39

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

Income After Fees on $10,000

$87most kept, FDM

FDM$152 − $65 = $87

VUG$43 − $3 = $40

IWF$39 − $18 = $21

KeptFee

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

Overlap: IWF, FDM, VUG

Today

78.0%most shared, IWF and VUG

IWFFDMVUG

IWF—0.0%78.0%

FDM0.0%—0.0%

VUG78.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+24.2%FDM, at 17.3% volatility

FDMWorst drop−9.3%17.3% vol

VUGWorst drop−15.1%19.0% 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

FDMVUG

+13.9%Year to date+0.5%

1.5%Yield0.4%

+24.2%Past year−0.6%

0.65%Fee0.03%

3–1FDM wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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