FAB vs IWF

AFAB

BIWF

Measures won4–2FAB wins · of 6 · 5Y

$10,000 · 5Y$16,051FAB · IWF $15,330

Lowest cost0.18%IWF · $18 on $10k

Most income1.65%FAB · $165 on $10k

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

Held in common1.6%FAB and IWF

FAB

IWF

First Trust Multi Cap Value AlphaDEX Fund · $165MiShares Russell 1000 Growth ETF · $121B

+19.1%3 years · per year$16,890 · $17,073+19.5%

+9.9%5 years · per year$16,051 · $15,330+8.9%

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

1.65%12-mo yield$165 · $39 on $10k0.39%

−8.2%Worst dropSmaller wins−14.6%

12.7%VolatilityLower wins19.3%

4–2FAB wins

$10,000 · 5 yearsOne scale

Shared top holdingsFAB · IWF

0.2%MPC0.2%

0.2%ADBE0.2%

0.2%C0.1%

0.1%HD0.8%

Held in common1.6%

End-of-day Nov 5, 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	AFAB	First Trust Multi Cap Value AlphaDEX FundRead Desk		0.66%	1.65%	−2.0%	+21.2%	+27.8%	+19.1%	+9.9%	−8.2%	$165M
2	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B

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

Both

5Y2 funds

#			Trend
1	AFAB	First Trust Multi Cap Value AlphaDEX FundRead Desk		0.66%	1.65%	−2.0%	+21.2%	+27.8%	+19.1%	+9.9%	−8.2%	$165M
2	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B

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

Cards for this view

FAB vs IWF

FAB

First Trust Multi Cap Value AlphaDEX Fund

$16,051

IWF

iShares Russell 1000 Growth

$15,330

MeasureFABIWF

Fee0.66%0.18%

Cost on $10k a year$66$18

Yield1.65%0.39%

5 years, per year+9.9%+8.9%

3 years, per year+19.1%+19.5%

Worst drop · 1Y−8.2%−14.6%

Volatility · 1Y12.7%19.3%

4–2measures won
FAB first

1.6%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: FAB, IWF

Today

1.6%most shared, FAB and IWF

FABIWF

FAB—1.6%

IWF1.6%—

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

Income After Fees on $10,000

$99most kept, FAB

FAB$165 − $66 = $99

IWF$39 − $18 = $21

KeptFee

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