FCTR vs IWB

AFCTR

BIWB

Measures won0–6IWB wins · of 6 · 5Y

$10,000 · 5Y$17,459IWB · FCTR $9,638

Lowest cost0.15%IWB · $15 on $10k

Most income0.91%IWB · $91 on $10k

Smallest drop−8.9%IWB · worst fall in 1Y

Held in common18.0%FCTR and IWB

FCTR

IWB

First Trust Lunt U.S. Factor Rotation ETF · $46MiShares Russell 1000 ETF · $48.5B

+13.2%3 years · per year$14,489 · $19,023+23.9%

−0.7%5 years · per year$9,638 · $17,459+11.8%

0.65%Expense ratio$65 · $15 on $10k · lower wins0.15%

0.64%12-mo yield$64 · $91 on $10k0.91%

−21.3%Worst dropSmaller wins−8.9%

21.2%VolatilityLower wins12.9%

0–6IWB wins

$10,000 · 5 yearsOne scale

Shared top holdingsFCTR · IWB

1.5%MU1.4%

1.0%TSLA1.7%

0.6%CVX0.6%

1.1%PLTR0.6%

Held in common18.0%

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	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.91%	+1.5%	+13.0%	+13.2%	+23.9%	+11.8%	−8.9%	$48.5B
2	AFCTR	First Trust Lunt U.S. Factor Rotation ETFRead Desk		0.65%	0.64%	−1.5%	−8.6%	−10.6%	+13.2%	−0.7%	−21.3%	$46M

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	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.91%	+1.5%	+13.0%	+13.2%	+23.9%	+11.8%	−8.9%	$48.5B
2	AFCTR	First Trust Lunt U.S. Factor Rotation ETFRead Desk		0.65%	0.64%	−1.5%	−8.6%	−10.6%	+13.2%	−0.7%	−21.3%	$46M

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

FCTR vs IWB

FCTR

First Trust Lunt U.S. Factor Rotation

$9,638

IWB

iShares Russell 1000

$17,459

MeasureFCTRIWB

Fee0.65%0.15%

Cost on $10k a year$65$15

Yield0.64%0.91%

5 years, per year−0.7%+11.8%

3 years, per year+13.2%+23.9%

Worst drop · 1Y−21.3%−8.9%

Volatility · 1Y21.2%12.9%

6–0measures won
IWB first

18.0%

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: FCTR, IWB

Today

18.0%most shared, FCTR and IWB

FCTRIWB

FCTR—18.0%

IWB18.0%—

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

Income After Fees on $10,000

$76most kept, IWB

IWB$91 − $15 = $76

FCTR$64 − $65 = −$1

KeptFee

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