Compare · 2 funds side by side · dividends reinvested

IWF and FEX

IWFiShares×FEXFirst Trust×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,766FEX · best of the two

02 / 04

IWF and FEX, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Large Cap Core AlphaDEX FundUS Stock Styles · Large cap0.57%1.03%+13.6%+16.3%+20.8%+9.5%−6.6%13.3%$1.6B1.1

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B1.9

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

End-of-day Nov 6, 2026 · returns include dividends · since: IWF 2000 · FEX 2007

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 1000 Growth ETF · $115B$15,441

IWF

FEX

First Trust Large Cap Core AlphaDEX Fund · $1.6B$15,766

$10,000 five years ago, dividends reinvested · they hold 15.4% in common

IWFMeasureFEX

−5.3%Year to dateJan 1 → Nov 6+13.6%

−6.5%1 yearTotal return+16.3%

+19.4%3 years · per year$10,000 became $17,022 · $17,609+20.8%

+9.1%5 years · per year$10,000 became $15,442 · $15,766+9.5%

0.18%Expense ratio$18 · $57 a year on $10k · lower is better0.57%

0.39%Trailing 12-mo yield$39 · $103 a year on $10k1.03%

−14.6%Worst dropSmaller is better−6.6%

19.4%VolatilityLower is calmer13.3%

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

1–7FEX wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IWF vs FEX: Top 5 Holdings

Today

IWF

39.8%in top 5

FEX

in top 52.9%

IWFStockFEX

14.1%NVDAnot top 5

9.0%AAPLnot top 5

6.6%MSFTnot top 5

5.5%GOOGLnot top 5

4.5%AVGOnot top 5

not top 5ROP0.6%

not top 5FISV0.6%

not top 5PTC0.6%

not top 5STZ0.6%

not top 5CCL0.5%

Held in common15.4%

End-of-day Nov 6, 2026 · share of each fund

IWF vs FEX Returns, Every Period

iSharesIWF

+9.1%

5 years, per year

FEXFirst Trust

+9.5%

5 years, per year

IWFFEXFaded: behind in that period

0–4FEX wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

IWF vs FEX

YTD

iSharesIWF

−5.3%

FEXFirst Trust

+13.6%

−5.3%Year to date+13.6%

−14.6%Worst drop · 1Y−6.6%

19.4%Volatility · 1Y13.3%

0.4%Yield1.0%

$115BAssets$1.6B

4–0FEX wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IWF, FEX

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

FEX0.57%$57

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: IWF, FEX

1.03%highest, FEX

FundTrailing yieldYield$10k

FEX1.03%$103

IWF0.39%$39

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$46most kept, FEX

FEX$103 − $57 = $46

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: IWF, FEX

Today

15.4%most shared, IWF and FEX

IWFFEX

IWF—15.4%

FEX15.4%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+16.3%FEX, at 13.3% volatility

FEXWorst drop−6.6%13.3% vol

IWFWorst drop−14.6%19.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

FEXIWF

+13.6%Year to date−5.3%

1.0%Yield0.4%

+16.3%Past year−6.5%

0.57%Fee0.18%

3–1FEX wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026