FDM vs IWF

AFDM

BIWF

Measures won5–1FDM wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV · FDM $15,614

Lowest cost0.03%VTV · $3 on $10k

Most income1.87%VTV · $187 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common0.0%FDM and IWF

FDM

IWF

First Trust Dow Jones Select MicroCap Index Fund · $264MiShares Russell 1000 Growth ETF · $115B

+21.5%3 years · per year$17,957 · $17,022+19.4%

+9.3%5 years · per year$15,614 · $15,442+9.1%

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

1.53%12-mo yield$153 · $39 on $10k0.39%

−9.3%Worst dropSmaller wins−14.6%

17.2%VolatilityLower wins19.4%

5–1FDM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFDM · IWF

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

Held in common0.0%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	AFDM	First Trust Dow Jones Select MicroCap Index FundRead Desk	0.65%	1.53%	−0.6%	+13.3%	+20.9%	+21.5%	+9.3%	−9.3%	$264M
3	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	AFDM	First Trust Dow Jones Select MicroCap Index FundRead Desk	0.65%	1.53%	−0.6%	+13.3%	+20.9%	+21.5%	+9.3%	−9.3%	$264M
3	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B

End-of-day Nov 6, 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

$15,615

IWF

iShares Russell 1000 Growth

$15,442

MeasureFDMIWF

Fee0.65%0.18%

Cost on $10k a year$65$18

Yield1.53%0.39%

5 years, per year+9.3%+9.1%

3 years, per year+21.5%+19.4%

Worst drop · 1Y−9.3%−14.6%

Volatility · 1Y17.2%19.4%

5–1measures won
FDM first

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

Overlap: FDM, IWF, VTV

Today

11.8%most shared, IWF and VTV

FDMIWFVTV

FDM—0.0%0.0%

IWF0.0%—11.8%

VTV0.0%11.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

FDM$153 − $65 = $88

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee