FDM vs IWF

AFDM

BIWF

Measures won5–1FDM wins · of 6 · 5Y

$10,000 · 5Y$16,052VUG · FDM $15,739

Lowest cost0.03%VUG · $3 on $10k

Most income1.52%FDM · $152 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

+21.7%3 years · per year$18,010 · $17,073+19.5%

+9.5%5 years · per year$15,739 · $15,330+8.9%

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

1.52%12-mo yield$152 · $39 on $10k0.39%

−9.3%Worst dropSmaller wins−14.6%

17.3%VolatilityLower wins19.3%

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 5, 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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	AFDM	First Trust Dow Jones Select MicroCap Index FundRead Desk	0.65%	1.52%	−3.5%	+13.9%	+24.2%	+21.7%	+9.5%	−9.3%	$268M
3	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

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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	AFDM	First Trust Dow Jones Select MicroCap Index FundRead Desk	0.65%	1.52%	−3.5%	+13.9%	+24.2%	+21.7%	+9.5%	−9.3%	$268M
3	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

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

FDM vs IWF

FDM

First Trust Dow Jones Select MicroCap Index Fund

$15,739

IWF

iShares Russell 1000 Growth

$15,330

MeasureFDMIWF

Fee0.65%0.18%

Cost on $10k a year$65$18

Yield1.52%0.39%

5 years, per year+9.5%+8.9%

3 years, per year+21.7%+19.5%

Worst drop · 1Y−9.3%−14.6%

Volatility · 1Y17.3%19.3%

5–1measures won
FDM first

0.0%

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: FDM, IWF, VUG

Today

78.0%most shared, IWF and VUG

FDMIWFVUG

FDM—0.0%0.0%

IWF0.0%—78.0%

VUG0.0%78.0%—

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

Income After Fees on $10,000

$87most kept, FDM

FDM$152 − $65 = $87

VUG$43 − $3 = $40

IWF$39 − $18 = $21

KeptFee

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