Compare · 3 funds side by side · dividends reinvested

IWM, FYC and VUG

IWMiShares×FYCFirst 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

IWM, FYC and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.96%+16.2%+16.9%+21.6%+6.2%−11.1%18.2%$77.4B1.9

First Trust Small Cap Growth AlphaDEX FundUS Stock Styles · Small cap0.70%0.11%+20.1%+22.3%+31.2%+9.9%−13.5%21.2%$1.3B2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B2.1

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: IWM 2000 · FYC 2011 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 2000 ETF · $77.4B$12,637

IWM

FYC

First Trust Small Cap Growth AlphaDEX Fund · $1.3B$14,958

$10,000 five years ago, dividends reinvested · they hold 17.4% in common

IWMMeasureFYC

+16.2%Year to dateJan 1 → Nov 5+20.1%

+16.9%1 yearTotal return+22.3%

+21.6%3 years · per year$10,000 became $18,002 · $22,569+31.2%

+6.2%5 years · per year$10,000 became $13,509 · $16,062+9.9%

0.19%Expense ratio$19 · $70 a year on $10k · lower is better0.70%

0.96%Trailing 12-mo yield$96 · $11 a year on $10k0.11%

−11.1%Worst dropSmaller is better−13.5%

18.2%VolatilityLower is calmer21.2%

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

4–4Level

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

More Ways to See the Pairs

IWM vs FYC: Top 5 Holdings

Today

IWM

1.8%in top 5

FYC

in top 54.2%

IWMStockFYC

not top 5APPN0.9%

not top 5STGW0.9%

not top 5CDNA0.8%

not top 5FIGS0.8%

not top 5FA0.8%

0.5%GKOSnot top 5

0.4%BTSGnot top 5

0.3%UMBFnot top 5

0.3%EATnot top 5

0.3%TWSTnot top 5

Held in common17.4%

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

IWM vs FYC Returns, Every Period

iSharesIWM

+6.2%

5 years, per year

FYCFirst Trust

+9.9%

5 years, per year

IWMFYCFaded: behind in that period

0–4FYC wins

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

IWM vs VUG

YTD

iSharesIWM

+16.2%

VUGVanguard

+6.3%

+16.2%Year to date+6.3%

−11.1%Worst drop · 1Y−16.1%

18.2%Volatility · 1Y18.2%

1.0%Yield0.4%

$77.4BAssets$233B

3–0IWM wins

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

Cost, Income and Risk

Fees: IWM, FYC, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWM0.19%$19

FYC0.70%$70

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

Yields: IWM, FYC, VUG

0.96%highest, IWM

FundTrailing yieldYield$10k

IWM0.96%$96

VUG0.40%$40

FYC0.11%$11

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

Income After Fees on $10,000

$77most kept, IWM

IWM$96 − $19 = $77

VUG$40 − $3 = $37

FYC$11 − $70 = −$59

KeptFee

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

Overlap: IWM, FYC, VUG

Today

17.4%most shared, IWM and FYC

IWMFYCVUG

IWM—17.4%0.0%

FYC17.4%—0.0%

VUG0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+22.3%FYC, at 21.2% volatility

IWMWorst drop−11.1%18.2% vol

VUGWorst drop−16.1%18.2% vol

FYCWorst drop−13.5%21.2% vol

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

Paid More vs Made More

YTD

IWMFYC

+16.2%Year to date+20.1%

1.0%Yield0.1%

+16.9%Past year+22.3%

0.19%Fee0.70%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

IWM vs VB

YTD

iSharesIWM

+16.2%

VBVanguard

+15.8%

+16.2%Year to date+15.8%

1.0%Yield1.2%

$77.4BAssets$76.9B

1–1level

End-of-day Nov 5, 2026

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