FEX vs IWB

AFEX

BIWB

Measures won2–3IWB wins · of 6 · 5Y

$10,000 · 5Y$17,459IWB · FEX $16,562

Lowest cost0.15%IWB · $15 on $10k

Most income0.99%FEX · $99 on $10k

Smallest drop−6.6%FEX · worst fall in 1Y

Held in common33.1%FEX and IWB

FEX

IWB

First Trust Large Cap Core AlphaDEX Fund · $1.6BiShares Russell 1000 ETF · $47.8B

+22.8%3 years · per year$18,539 · $19,023+23.9%

+10.6%5 years · per year$16,562 · $17,459+11.8%

0.57%Expense ratio$57 · $15 on $10k · lower wins0.15%

0.99%12-mo yield$99 · $91 on $10k0.91%

−6.6%Worst dropSmaller wins−8.9%

12.9%VolatilityLower wins12.9%

2–3IWB wins

$10,000 · 5 yearsOne scale

Shared top holdingsFEX · IWB

0.5%BRK-B1.5%

0.5%CVX0.6%

0.4%LLY1.6%

0.4%NVDA6.9%

Held in common33.1%

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	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.91%	+1.5%	+13.0%	+13.2%	+23.9%	+11.8%	−8.9%	$47.8B
2	AFEX	First Trust Large Cap Core AlphaDEX FundRead Desk		0.57%	0.99%	+1.0%	+17.8%	+19.9%	+22.8%	+10.6%	−6.6%	$1.6B

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	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.91%	+1.5%	+13.0%	+13.2%	+23.9%	+11.8%	−8.9%	$47.8B
2	AFEX	First Trust Large Cap Core AlphaDEX FundRead Desk		0.57%	0.99%	+1.0%	+17.8%	+19.9%	+22.8%	+10.6%	−6.6%	$1.6B

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

FEX vs IWB

FEX

First Trust Large Cap Core AlphaDEX Fund

$16,562

IWB

iShares Russell 1000

$17,459

MeasureFEXIWB

Fee0.57%0.15%

Cost on $10k a year$57$15

Yield0.99%0.91%

5 years, per year+10.6%+11.8%

3 years, per year+22.8%+23.9%

Worst drop · 1Y−6.6%−8.9%

Volatility · 1Y12.9%12.9%

3–2measures won
IWB first

33.1%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: FEX, IWB

Today

33.1%most shared, FEX and IWB

FEXIWB

FEX—33.1%

IWB33.1%—

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

Income After Fees on $10,000

$76most kept, IWB

IWB$91 − $15 = $76

FEX$99 − $57 = $42

KeptFee

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