FAD vs IUSG

AFAD

BIUSG

Measures won1–5IUSG wins · of 6 · 5Y

$10,000 · 5Y$17,623IUSG · FAD $14,684

Lowest cost0.04%IUSG · $4 on $10k

Most income0.49%IUSG · $49 on $10k

Smallest drop−12.5%FAD · worst fall in 1Y

Held in common19.9%FAD and IUSG

FAD

IUSG

First Trust Multi Cap Growth AlphaDEX Fund · $591MiShares Core S&P U.S. Growth ETF · $32.6B

+24.3%3 years · per year$19,184 · $20,612+27.3%

+8.0%5 years · per year$14,684 · $17,623+12.0%

0.63%Expense ratio$63 · $4 on $10k · lower wins0.04%

0.09%12-mo yield$9 · $49 on $10k0.49%

−12.5%Worst dropSmaller wins−13.0%

20.9%VolatilityLower wins18.2%

1–5IUSG wins

$10,000 · 5 yearsOne scale

Shared top holdingsFAD · IUSG

0.5%APH0.6%

0.4%LLY3.1%

0.4%CRWD0.7%

0.4%NVDA13.6%

Held in common19.9%

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	BIUSG	iShares Core S&P U.S. Growth ETFRead Desk		0.04%	0.49%	+1.2%	+11.1%	+9.5%	+27.3%	+12.0%	−13.0%	$32.6B
2	AFAD	First Trust Multi Cap Growth AlphaDEX FundRead Desk		0.63%	0.09%	+0.6%	+10.0%	+8.7%	+24.3%	+8.0%	−12.5%	$591M

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	BIUSG	iShares Core S&P U.S. Growth ETFRead Desk		0.04%	0.49%	+1.2%	+11.1%	+9.5%	+27.3%	+12.0%	−13.0%	$32.6B
2	AFAD	First Trust Multi Cap Growth AlphaDEX FundRead Desk		0.63%	0.09%	+0.6%	+10.0%	+8.7%	+24.3%	+8.0%	−12.5%	$591M

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

FAD vs IUSG

FAD

First Trust Multi Cap Growth AlphaDEX Fund

$14,684

IUSG

iShares Core S&P U.S. Growth

$17,623

MeasureFADIUSG

Fee0.63%0.04%

Cost on $10k a year$63$4

Yield0.09%0.49%

5 years, per year+8.0%+12.0%

3 years, per year+24.3%+27.3%

Worst drop · 1Y−12.5%−13.0%

Volatility · 1Y20.9%18.2%

5–1measures won
IUSG first

19.9%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: FAD, IUSG

Today

19.9%most shared, FAD and IUSG

FADIUSG

FAD—19.9%

IUSG19.9%—

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

Income After Fees on $10,000

$45most kept, IUSG

IUSG$49 − $4 = $45

FAD$9 − $63 = −$54

KeptFee

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