Compare · 3 funds side by side · dividends reinvested

MVAL, FTA and IWF

MVALVanEck×FTAFirst Trust×IWFiShares×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,942FTA · best of the three

Story of the three · IncomeMost incomeFTA · 1.68% · $168 a year on $10k

Story of the three · RiskSmallest drop

MVAL, FTA and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Large Cap Value AlphaDEX FundUS Stock Styles · Value0.58%1.68%+22.2%+26.3%+19.7%+11.1%−8.1%11.7%$1.5B1.3

VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETFUS Stock Styles · Value0.50%1.54%+13.3%+18.0%[…][…]−12.2%15.2%$3M2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.5%−3.0%+19.2%+9.4%−14.6%19.6%$119B2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 12, 2026 · returns include dividends · since: MVAL 2024 · FTA 2007 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETF · $3M[…]

MVAL

FTA

First Trust Large Cap Value AlphaDEX Fund · $1.5B$16,942

$10,000 five years ago, dividends reinvested · they hold 6.9% in common

MVAL

More Ways to See the Pairs

MVAL vs FTA: Top 5 Holdings

Today

MVAL

24.5%in top 5

FTA

in top 55.2%

MVALStockFTA

5.1%GEHCnot top 5

5.0%DHRnot top 5

5.0%BRnot top 5

4.8%ZBHnot top 5

4.7%CLXnot top 5

Cost, Income and Risk

Fees: MVAL, FTA, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

MVAL0.50%$50

FTA0.58%$58

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: MVAL, FTA, IWF

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.9%

SCHGSchwab

+5.6%

+4.9%Year to date+5.6%

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

$233BAssets$61.9B

1–1level

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

Measure

FTA

+13.3%Year to dateJan 1 → Nov 12+22.2%

+18.0%1 yearTotal return+26.3%

[…]3 years · per year$10,000 became […] · $17,171+19.7%

[…]5 years · per year$10,000 became […] · $16,941+11.1%

0.50%Expense ratio$50 · $58 a year on $10k · lower is better0.58%

1.54%Trailing 12-mo yield$154 · $168 a year on $10k1.68%

−12.2%Worst dropSmaller is better−8.1%

15.2%VolatilityLower is calmer11.7%

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

1–5FTA wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5FISV1.2%

not top 5STZ1.0%

not top 5CCL1.0%

not top 5CHTR1.0%

not top 5GPN1.0%

Held in common6.9%

End-of-day Nov 12, 2026 · share of each fund

MVAL vs FTA Returns, Every Period

1Y

VanEckMVAL

+18.0%

past year

FTAFirst Trust

+26.3%

past year

MVALFTAFaded: behind in that period

0–2FTA wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

MVAL vs FTA

YTD

VanEckMVAL

+13.3%

FTAFirst Trust

+22.2%

+13.3%Year to date+22.2%

−12.2%Worst drop · 1Y−8.1%

15.2%Volatility · 1Y11.7%

1.5%Yield1.7%

$3.1MAssets$1.5B

4–0FTA wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

1.68%highest, FTA

FundTrailing yieldYield$10k

FTA1.68%$168

MVAL1.54%$154

IWF0.37%$37

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

Income After Fees on $10,000

1Y

$110most kept, FTA

FTA$168 − $58 = $110

MVAL$154 − $50 = $104

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: MVAL, FTA, IWF

Today

9.1%most shared, MVAL and IWF

MVALFTAIWF

MVAL—6.9%9.1%

FTA6.9%—1.7%

IWF9.1%1.7%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+26.3%FTA, at 11.7% volatility

FTAWorst drop−8.1%11.7% vol

MVALWorst drop−12.2%15.2% vol

IWFWorst drop−14.6%19.6% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

FTAMVAL

+22.2%Year to date+13.3%

1.7%Yield1.5%

+26.3%Past year+18.0%

0.58%Fee0.50%

3–1FTA wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

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MVAL, FTA and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three