FCTR vs IWB5YFCTRFCTRAvsBIWBIWBFirst Trust Lunt U.S. Factor Rotation ETF · $44MiShares Russell 1000 ETF · $48.3BReturns · dividends in+10.3%3 years · per year$13,429 · $17,870+21.3%−1.4%5 years · per year$9,309 · $16,772+10.9%Cost and income0.65%Expense ratio$65 · $15 on $10k · lower wins0.15%0.64%12-mo yield$64 · $92 on $10k
Overlap: FCTR, IWB, VUGToday51.7%most shared, IWB and VUGFCTRIWBVUGFCTR—20.4%8.0%IWB20.4%—51.7%VUG8.0%51.7%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
FCTR vs IWB5YAFCTRFirst Trust Lunt U.S. Factor Rotation$9,309vsIWBBiShares Russell 1000$16,773$10k$15kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BIWBiShares Russell 1000 ETFReadDesk0.15%0.92%−0.4%+11.7%+11.8%+21.3%+10.9%−8.9%$48.3B2VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.2%+4.9%+3.5%+22.1%+10.3%−15.1%$232.9B3AFCTRFirst Trust Lunt U.S. Factor Rotation ETFReadDesk0.65%0.64%−1.0%−9.3%−9.2%+10.3%−1.4%−22.9%$44MEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BIWBiShares Russell 1000 ETFReadDesk0.15%0.92%−0.4%+11.7%+11.8%+21.3%+10.9%−8.9%$48.3B2VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.2%+4.9%+3.5%+22.1%+10.3%−15.1%$232.9B3AFCTRFirst Trust Lunt U.S. Factor Rotation ETFReadDesk0.65%0.64%−1.0%−9.3%−9.2%+10.3%−1.4%−22.9%$44MEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VUG vs SCHGYTDVanguardVUGVA+4.9%vsBSSCHGSchwab+5.6%Jan 1Nov 12+4.9%+5.6%+4.9%Year to date+5.6%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.0B1–1levelEnd-of-day Nov 12, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.2%vsBVVIGVanguard+16.0%Jan 1Nov 12+34.2%+16.0%+34.2%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 12, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+7.8%vsBJMJEPIJ.P. Morgan+8.3%Jan 1Nov 12+7.8%+8.3%+7.8%Year to date+8.3%12.2%Yield7.9%$41.8BAssets$46.8B1–1levelEnd-of-day Nov 12, 2026
Overlap: FCTR, IWB, VUGToday51.7%most shared, IWB and VUGFCTRIWBVUGFCTR—20.4%8.0%IWB20.4%—51.7%VUG8.0%51.7%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$77most kept, IWBIWB$92 − $15 = $77VUG$41 − $3 = $38FCTR$64 − $65 = −$1KeptFeeEnd-of-day Nov 12, 2026 · yield in dollars minus the fee