FDM vs IWF

AFDM

BIWF

Measures won4–1FDM wins · of 6 · 5Y

$10,000 · 5Y$16,570FDM · IWF $16,559

Lowest cost0.18%IWF · $18 on $10k

Most income1.47%FDM · $147 on $10k

Smallest drop−9.3%FDM · worst fall in 1Y

Held in common0.0%FDM and IWF

FDM

IWF

First Trust Dow Jones Select MicroCap Index Fund · $268MiShares Russell 1000 Growth ETF · $121B

+23.2%3 years · per year$18,722 · $18,310+22.3%

+10.6%5 years · per year$16,570 · $16,559+10.6%

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

1.47%12-mo yield$147 · $37 on $10k0.37%

−9.3%Worst dropSmaller wins−15.6%

16.9%VolatilityLower wins18.3%

4–1FDM wins

$10,000 · 5 yearsOne scale

Shared top holdingsFDM · IWF

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	AFDM	First Trust Dow Jones Select MicroCap Index FundRead Desk		0.65%	1.47%	+2.6%	+18.1%	+27.3%	+23.2%	+10.6%	−9.3%	$268M
2	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

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	AFDM	First Trust Dow Jones Select MicroCap Index FundRead Desk		0.65%	1.47%	+2.6%	+18.1%	+27.3%	+23.2%	+10.6%	−9.3%	$268M
2	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

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

FDM vs IWF

FDM

First Trust Dow Jones Select MicroCap Index Fund

$16,570

IWF

iShares Russell 1000 Growth

$16,559

MeasureFDMIWF

Fee0.65%0.18%

Cost on $10k a year$65$18

Yield1.47%0.37%

5 years, per year+10.6%+10.6%

3 years, per year+23.2%+22.3%

Worst drop · 1Y−9.3%−15.6%

Volatility · 1Y16.9%18.3%

4–1measures won
FDM first

0.0%

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: FDM, IWF

Today

0.0%most shared, FDM and IWF

FDMIWF

FDM—0.0%

IWF0.0%—

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

Income After Fees on $10,000

$82most kept, FDM

FDM$147 − $65 = $82

IWF$37 − $18 = $19

KeptFee

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