AFMC vs IWF

AAFMC

BIWF

Measures won5–1AFMC wins · of 6 · 5Y

$10,000 · 5Y$16,746AFMC · IWF $16,559

Lowest cost0.18%IWF · $18 on $10k

Most income0.69%AFMC · $69 on $10k

Smallest drop−8.2%AFMC · worst fall in 1Y

Held in common2.1%AFMC and IWF

AFMC

IWF

First Trust Active Factor Mid Cap ETF · $248MiShares Russell 1000 Growth ETF · $120B

+23.1%3 years · per year$18,663 · $18,310+22.3%

+10.9%5 years · per year$16,746 · $16,559+10.6%

0.68%Expense ratio$68 · $18 on $10k · lower wins0.18%

0.69%12-mo yield$69 · $37 on $10k0.37%

−8.2%Worst dropSmaller wins−15.6%

14.3%VolatilityLower wins18.3%

5–1AFMC wins

$10,000 · 5 yearsOne scale

Shared top holdingsAFMC · IWF

0.3%BE0.2%

0.6%FIX0.1%

0.2%CIEN0.1%

0.3%EME0.1%

Held in common2.1%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	AAFMC	First Trust Active Factor Mid Cap ETFRead Desk		0.68%	0.69%	+0.2%	+18.6%	+22.3%	+23.1%	+10.9%	−8.2%	$248M
2	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.2B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AAFMC	First Trust Active Factor Mid Cap ETFRead Desk		0.68%	0.69%	+0.2%	+18.6%	+22.3%	+23.1%	+10.9%	−8.2%	$248M
2	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.2B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

AFMC vs IWF

AFMC

First Trust Active Factor Mid Cap

$16,746

IWF

iShares Russell 1000 Growth

$16,559

MeasureAFMCIWF

Fee0.68%0.18%

Cost on $10k a year$68$18

Yield0.69%0.37%

5 years, per year+10.9%+10.6%

3 years, per year+23.1%+22.3%

Worst drop · 1Y−8.2%−15.6%

Volatility · 1Y14.3%18.3%

5–1measures won
AFMC first

2.1%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

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$61.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: AFMC, IWF

Today

2.1%most shared, AFMC and IWF

AFMCIWF

AFMC—2.1%

IWF2.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$19most kept, IWF

IWF$37 − $18 = $19

AFMC$69 − $68 = $1

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee