FAD vs IWF

AFAD

BIWF

Measures won2–4IWF wins · of 6 · 5Y

$10,000 · 5Y$16,559IWF · FAD $14,684

Lowest cost0.18%IWF · $18 on $10k

Most income0.37%IWF · $37 on $10k

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

Held in common18.7%FAD and IWF

FAD

IWF

First Trust Multi Cap Growth AlphaDEX Fund · $591MiShares Russell 1000 Growth ETF · $121B

+24.3%3 years · per year$19,184 · $18,310+22.3%

+8.0%5 years · per year$14,684 · $16,559+10.6%

0.63%Expense ratio$63 · $18 on $10k · lower wins0.18%

0.09%12-mo yield$9 · $37 on $10k0.37%

−12.5%Worst dropSmaller wins−15.6%

20.9%VolatilityLower wins18.3%

2–4IWF wins

$10,000 · 5 yearsOne scale

Shared top holdingsFAD · IWF

0.5%APH0.6%

0.4%LLY3.5%

0.4%CRWD0.8%

0.4%NVDA15.1%

Held in common18.7%

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	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	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	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 IWF

FAD

First Trust Multi Cap Growth AlphaDEX Fund

$14,684

IWF

iShares Russell 1000 Growth

$16,559

MeasureFADIWF

Fee0.63%0.18%

Cost on $10k a year$63$18

Yield0.09%0.37%

5 years, per year+8.0%+10.6%

3 years, per year+24.3%+22.3%

Worst drop · 1Y−12.5%−15.6%

Volatility · 1Y20.9%18.3%

4–2measures won
IWF first

18.7%

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: FAD, IWF

Today

18.7%most shared, FAD and IWF

FADIWF

FAD—18.7%

IWF18.7%—

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

FAD$9 − $63 = −$54

KeptFee

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