FAB vs IWD

AFAB

BIWD

Measures won1–5IWD wins · of 6 · 5Y

$10,000 · 5Y$17,201IWD · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income1.67%FAB · $167 on $10k

Smallest drop−6.8%IWD · worst fall in 1Y

Held in common24.4%FAB and IWD

FAB

IWD

First Trust Multi Cap Value AlphaDEX Fund · $169MiShares Russell 1000 Value ETF · $82.9B

+18.5%3 years · per year$16,631 · $18,455+22.7%

+9.7%5 years · per year$15,910 · $17,201+11.5%

0.66%Expense ratio$66 · $18 on $10k · lower wins0.18%

1.67%12-mo yield$167 · $137 on $10k1.37%

−8.2%Worst dropSmaller wins−6.8%

12.7%VolatilityLower wins11.6%

1–5IWD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFAB · IWD

0.5%BRK-B2.8%

0.4%COP0.4%

0.4%VZ0.5%

0.4%T0.4%

Held in common24.4%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BIWD	iShares Russell 1000 Value ETFRead Desk	0.18%	1.37%	−0.4%	+23.7%	+28.0%	+22.7%	+11.5%	−6.8%	$82.9B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	AFAB	First Trust Multi Cap Value AlphaDEX FundRead Desk	0.66%	1.67%	−1.1%	+19.9%	+25.5%	+18.5%	+9.7%	−8.2%	$169M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BIWD	iShares Russell 1000 Value ETFRead Desk	0.18%	1.37%	−0.4%	+23.7%	+28.0%	+22.7%	+11.5%	−6.8%	$82.9B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	AFAB	First Trust Multi Cap Value AlphaDEX FundRead Desk	0.66%	1.67%	−1.1%	+19.9%	+25.5%	+18.5%	+9.7%	−8.2%	$169M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FAB vs IWD

FAB

First Trust Multi Cap Value AlphaDEX Fund

$15,910

IWD

iShares Russell 1000 Value

$17,201

MeasureFABIWD

Fee0.66%0.18%

Cost on $10k a year$66$18

Yield1.67%1.37%

5 years, per year+9.7%+11.5%

3 years, per year+18.5%+22.7%

Worst drop · 1Y−8.2%−6.8%

Volatility · 1Y12.7%11.6%

5–1measures won
IWD first

24.4%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

Overlap: FAB, IWD, VUG

Today

24.4%most shared, FAB and IWD

FABIWDVUG

FAB—24.4%0.3%

IWD24.4%—22.9%

VUG0.3%22.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$119most kept, IWD

IWD$137 − $18 = $119

FAB$167 − $66 = $101

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee