FEX vs IWF

AFEX

BIWF

Measures won4–1FEX wins · of 6 · 5Y

$10,000 · 5Y$16,562FEX · IWF $16,559

Lowest cost0.18%IWF · $18 on $10k

Most income0.99%FEX · $99 on $10k

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

Held in common16.1%FEX and IWF

FEX

IWF

First Trust Large Cap Core AlphaDEX Fund · $1.6BiShares Russell 1000 Growth ETF · $120B

+22.8%3 years · per year$18,539 · $18,310+22.3%

+10.6%5 years · per year$16,562 · $16,559+10.6%

0.57%Expense ratio$57 · $18 on $10k · lower wins0.18%

0.99%12-mo yield$99 · $37 on $10k0.37%

−6.6%Worst dropSmaller wins−15.6%

12.9%VolatilityLower wins18.3%

4–1FEX wins

$10,000 · 5 yearsOne scale

Shared top holdingsFEX · IWF

0.4%LLY3.5%

0.4%CRWD0.8%

0.4%NVDA15.1%

0.4%AMGN0.6%

Held in common16.1%

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	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
2	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.2B

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	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
2	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.2B

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 IWF

FEX

First Trust Large Cap Core AlphaDEX Fund

$16,562

IWF

iShares Russell 1000 Growth

$16,559

MeasureFEXIWF

Fee0.57%0.18%

Cost on $10k a year$57$18

Yield0.99%0.37%

5 years, per year+10.6%+10.6%

3 years, per year+22.8%+22.3%

Worst drop · 1Y−6.6%−15.6%

Volatility · 1Y12.9%18.3%

4–1measures won
FEX first

16.1%

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$61.1B

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%

$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

Overlap: FEX, IWF

Today

16.1%most shared, FEX and IWF

FEXIWF

FEX—16.1%

IWF16.1%—

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

Income After Fees on $10,000

$42most kept, FEX

FEX$99 − $57 = $42

IWF$37 − $18 = $19

KeptFee

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