FCTR vs IWF

AFCTR

BIWF

Measures won1–5IWF wins · of 6 · 5Y

$10,000 · 5Y$15,330IWF · FCTR $9,470

Lowest cost0.18%IWF · $18 on $10k

Most income0.65%FCTR · $65 on $10k

Smallest drop−14.6%IWF · worst fall in 1Y

Held in common9.2%FCTR and IWF

FCTR

IWF

First Trust Lunt U.S. Factor Rotation ETF · $46MiShares Russell 1000 Growth ETF · $121B

+12.5%3 years · per year$14,226 · $17,073+19.5%

−1.1%5 years · per year$9,470 · $15,330+8.9%

0.65%Expense ratio$65 · $18 on $10k · lower wins0.18%

0.65%12-mo yield$65 · $39 on $10k0.39%

−21.9%Worst dropSmaller wins−14.6%

21.0%VolatilityLower wins19.3%

1–5IWF wins

$10,000 · 5 yearsOne scale

Shared top holdingsFCTR · IWF

1.2%V2.3%

1.2%MA1.7%

0.5%BKNG0.4%

0.4%NFLX0.9%

Held in common9.2%

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	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
2	AFCTR	First Trust Lunt U.S. Factor Rotation ETFRead Desk		0.65%	0.65%	−0.8%	−9.3%	−8.4%	+12.5%	−1.1%	−21.9%	$46M

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	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
2	AFCTR	First Trust Lunt U.S. Factor Rotation ETFRead Desk		0.65%	0.65%	−0.8%	−9.3%	−8.4%	+12.5%	−1.1%	−21.9%	$46M

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

FCTR vs IWF

FCTR

First Trust Lunt U.S. Factor Rotation

$9,470

IWF

iShares Russell 1000 Growth

$15,330

MeasureFCTRIWF

Fee0.65%0.18%

Cost on $10k a year$65$18

Yield0.65%0.39%

5 years, per year−1.1%+8.9%

3 years, per year+12.5%+19.5%

Worst drop · 1Y−21.9%−14.6%

Volatility · 1Y21.0%19.3%

5–1measures won
IWF first

9.2%

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: FCTR, IWF

Today

9.2%most shared, FCTR and IWF

FCTRIWF

FCTR—9.2%

IWF9.2%—

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

Income After Fees on $10,000

$21most kept, IWF

IWF$39 − $18 = $21

FCTR$65 − $65 = −$0

KeptFee

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