FEX vs IWB5YFEXFEXAvsBIWBIWBFirst Trust Large Cap Core AlphaDEX Fund · $1.6BiShares Russell 1000 ETF · $48.1BReturns · dividends in+20.6%3 years · per year$17,545 · $17,800+21.2%+9.8%5 years · per year$15,967 · $16,664+10.8%Cost and income0.57%Expense ratio$57 · $15 on $10k · lower wins0.15%1.00%
Overlap: FEX, IWB, VTVToday41.0%most shared, IWB and VTVFEXIWBVTVFEX—33.2%36.5%IWB33.2%—41.0%VTV36.5%41.0%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
FEX vs IWB5YAFEXFirst Trust Large Cap Core AlphaDEX Fund$15,967vsIWBBiShares Russell 1000$16,664$10k$15kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VTVVanguard Morningstar Value ETFReadDesk0.03%1.81%+0.2%+22.0%+23.6%+21.4%+12.3%−6.4%$184.2B2BIWBiShares Russell 1000 ETFReadDesk0.15%0.92%−0.4%+11.3%+11.3%+21.2%+10.8%−8.9%$48.1B3AFEXFirst Trust Large Cap Core AlphaDEX FundReadDesk0.57%1.00%0.0%+16.7%+17.9%+20.6%+9.8%−6.6%$1.6BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VTVVanguard Morningstar Value ETFReadDesk0.03%1.81%+0.2%+22.0%+23.6%+21.4%+12.3%−6.4%$184.2B2BIWBiShares Russell 1000 ETFReadDesk0.15%0.92%−0.4%+11.3%+11.3%+21.2%+10.8%−8.9%$48.1B3AFEXFirst Trust Large Cap Core AlphaDEX FundReadDesk0.57%1.00%0.0%+16.7%+17.9%+20.6%+9.8%−6.6%$1.6BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VTV vs SCHVYTDVanguardVTVVA+22.0%vsBSSCHVSchwab+19.3%Jan 1Nov 13+22.0%+19.3%+22.0%Year to date+19.3%1.8%Yield1.8%$184BAssets$15.8B1–0VTV winsEnd-of-day Nov 13, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.6BAssets$47.3B1–1levelEnd-of-day Nov 13, 2026
Overlap: FEX, IWB, VTVToday41.0%most shared, IWB and VTVFEXIWBVTVFEX—33.2%36.5%IWB33.2%—41.0%VTV36.5%41.0%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$178most kept, VTVVTV$181 − $3 = $178IWB$92 − $15 = $77FEX$100 − $57 = $43KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee