Compare · 2 funds side by side · dividends reinvested

IWF and FEX

IWFiShares×FEXFirst Trust×

Versus in desk

02 / 04

IWD+0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,125FEX · best of the two

Story of the two · IncomeMost incomeFEX · 0.99% · $99 a year on $10k

Story of the two · RiskSmallest drop

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%0.99%+17.6%+19.3%+20.8%+10.0%−6.6%13.4%$1.6B1.1

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.2%−2.8%+19.8%+9.8%−14.6%19.6%$117B1.9

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

End-of-day Nov 11, 2026 · returns include dividends · since: IWF 2000 · FEX 2007

Head to Head

Swap sides Versus in desk

Head to Head

5Y

First Trust Large Cap Core AlphaDEX Fund · $1.6B$16,125

FEX

IWF

iShares Russell 1000 Growth ETF · $117B$15,927

$10,000 five years ago, dividends reinvested · they hold 15.9% in common

FEXMeasureIWF

+17.6%

More Ways to See the Pairs

FEX vs IWF: Top 5 Holdings

Today

FEX

2.9%in top 5

IWF

in top 538.3%

FEXStockIWF

not top 5NVDA12.7%

not top 5AAPL8.8%

not top 5MSFT6.4%

not top 5GOOGL5.4%

not top 5AVGO5.0%

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 11, 2026 · fee on $10,000 a year

Yields: IWF, FEX

1Y

0.99%highest, FEX

FundTrailing yieldYield

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

+5.1%Year to date+5.9%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

Year to dateJan 1 → Nov 11

−1.2%

+19.3%1 yearTotal return−2.8%

+20.8%3 years · per year$10,000 became $17,640 · $17,180+19.8%

+10.0%5 years · per year$10,000 became $16,125 · $15,927+9.8%

0.57%Expense ratio$57 · $18 a year on $10k · lower is better0.18%

0.99%Trailing 12-mo yield$99 · $37 a year on $10k0.37%

−6.6%Worst dropSmaller is better−14.6%

13.4%VolatilityLower is calmer19.6%

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

7–1FEX wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.6%FISVnot top 5

0.6%PTCnot top 5

0.6%ROPnot top 5

0.6%STZnot top 5

0.5%SNnot top 5

Held in common15.9%

End-of-day Nov 11, 2026 · share of each fund

FEX vs IWF Returns, Every Period

5Y

First TrustFEX

+10.0%

5 years, per year

IWFiShares

+9.8%

5 years, per year

FEXIWFFaded: behind in that period

4–0FEX wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

FEX vs IWF

YTD

First TrustFEX

+17.6%

IWFiShares

−1.2%

+17.6%Year to date−1.2%

−6.6%Worst drop · 1Y−14.6%

13.4%Volatility · 1Y19.6%

1.0%Yield0.4%

$1.6BAssets$117B

4–0FEX wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

$10k

FEX0.99%$99

IWF0.37%$37

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$42most kept, FEX

FEX$99 − $57 = $42

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: IWF, FEX

Today

15.9%most shared, IWF and FEX

IWFFEX

IWF—15.9%

FEX15.9%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+19.3%FEX, at 13.4% volatility

FEXWorst drop−6.6%13.4% vol

IWFWorst drop−14.6%19.6% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

FEXIWF

+17.6%Year to date−1.2%

1.0%Yield0.4%

+19.3%Past year−2.8%

0.57%Fee0.18%

3–1FEX wins

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

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IWF and FEX

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two