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$16,069FEX · 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%1.01%+16.4%+20.2%+20.8%+10.0%−6.6%13.5%$1.6B1.1

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$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 9, 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$15,892

IWF

FEX

First Trust Large Cap Core AlphaDEX Fund · $1.6B$16,069

$10,000 five years ago, dividends reinvested · they hold 15.6% in common

IWFMeasureFEX

−2.5%Year to dateJan 1 → Nov 9+16.4%

−2.2%1 yearTotal return+20.2%

+19.8%3 years · per year$10,000 became $17,207 · $17,641+20.8%

+9.7%5 years · per year$10,000 became $15,892 · $16,069+10.0%

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

0.38%Trailing 12-mo yield$38 · $101 a year on $10k1.01%

−14.6%Worst dropSmaller is better−6.6%

19.5%VolatilityLower is calmer13.5%

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

1–7FEX wins

End-of-day Nov 9, 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

39.7%in top 5

FEX

in top 52.9%

IWFStockFEX

14.3%NVDAnot top 5

8.8%AAPLnot top 5

6.5%MSFTnot top 5

5.5%GOOGLnot top 5

4.5%AVGOnot top 5

not top 5FISV0.6%

not top 5PTC0.6%

not top 5ROP0.6%

not top 5STZ0.6%

not top 5SN0.5%

Held in common15.6%

End-of-day Nov 9, 2026 · share of each fund

IWF vs FEX Returns, Every Period

iSharesIWF

+9.7%

5 years, per year

FEXFirst Trust

+10.0%

5 years, per year

IWFFEXFaded: behind in that period

0–4FEX wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

IWF vs FEX

YTD

iSharesIWF

−2.5%

FEXFirst Trust

+16.4%

−2.5%Year to date+16.4%

−14.6%Worst drop · 1Y−6.6%

19.5%Volatility · 1Y13.5%

0.4%Yield1.0%

$115BAssets$1.6B

4–0FEX wins

End-of-day Nov 9, 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 9, 2026 · fee on $10,000 a year

Yields: IWF, FEX

1.01%highest, FEX

FundTrailing yieldYield$10k

FEX1.01%$101

IWF0.38%$38

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$44most kept, FEX

FEX$101 − $57 = $44

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: IWF, FEX

Today

15.6%most shared, IWF and FEX

IWFFEX

IWF—15.6%

FEX15.6%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+20.2%FEX, at 13.5% volatility

FEXWorst drop−6.6%13.5% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

FEXIWF

+16.4%Year to date−2.5%

1.0%Yield0.4%

+20.2%Past year−2.2%

0.57%Fee0.18%

3–1FEX wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026