AFSM vs IWF

AAFSM

BIWF

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,559IWF · AFSM $15,621

Lowest cost0.18%IWF · $18 on $10k

Most income0.51%AFSM · $51 on $10k

Smallest drop−9.6%AFSM · worst fall in 1Y

Held in common0.9%AFSM and IWF

AFSM

IWF

First Trust Active Factor Small Cap ETF · $132MiShares Russell 1000 Growth ETF · $121B

+21.7%3 years · per year$18,012 · $18,310+22.3%

+9.3%5 years · per year$15,621 · $16,559+10.6%

0.75%Expense ratio$75 · $18 on $10k · lower wins0.18%

0.51%12-mo yield$51 · $37 on $10k0.37%

−9.6%Worst dropSmaller wins−15.6%

17.3%VolatilityLower wins18.3%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsAFSM · IWF

0.4%BE0.2%

0.4%FIX0.1%

0.4%EME0.1%

0.4%CRDO0.1%

Held in common0.9%

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	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
2	AAFSM	First Trust Active Factor Small Cap ETFRead Desk		0.75%	0.51%	+0.9%	+21.4%	+24.6%	+21.7%	+9.3%	−9.6%	$132M

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	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
2	AAFSM	First Trust Active Factor Small Cap ETFRead Desk		0.75%	0.51%	+0.9%	+21.4%	+24.6%	+21.7%	+9.3%	−9.6%	$132M

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

AFSM vs IWF

AFSM

First Trust Active Factor Small Cap

$15,621

IWF

iShares Russell 1000 Growth

$16,559

MeasureAFSMIWF

Fee0.75%0.18%

Cost on $10k a year$75$18

Yield0.51%0.37%

5 years, per year+9.3%+10.6%

3 years, per year+21.7%+22.3%

Worst drop · 1Y−9.6%−15.6%

Volatility · 1Y17.3%18.3%

3–3measures won
level

0.9%

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$62.5B

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%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: AFSM, IWF

Today

0.9%most shared, AFSM and IWF

AFSMIWF

AFSM—0.9%

IWF0.9%—

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

AFSM$51 − $75 = −$24

KeptFee

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