FEX vs IWF

AFEX

BIWF

Measures won5–1FEX wins · of 6 · 5Y

$10,000 · 5Y$16,069FEX · IWF $15,892

Lowest cost0.03%VO · $3 on $10k

Most income1.35%VO · $135 on $10k

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

Held in common15.6%FEX and IWF

FEX

IWF

First Trust Large Cap Core AlphaDEX Fund · $1.6BiShares Russell 1000 Growth ETF · $118B

+20.8%3 years · per year$17,641 · $17,207+19.8%

+10.0%5 years · per year$16,069 · $15,892+9.7%

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

1.01%12-mo yield$101 · $38 on $10k0.38%

−6.6%Worst dropSmaller wins−14.6%

13.5%VolatilityLower wins19.5%

5–1FEX wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFEX · IWF

0.4%LLY3.6%

0.4%AMGN0.6%

0.4%ANET0.6%

0.4%AMZN0.7%

Held in common15.6%

End-of-day Nov 9, 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	AFEX	First Trust Large Cap Core AlphaDEX FundRead Desk	0.57%	1.01%	+2.4%	+16.4%	+20.2%	+20.8%	+10.0%	−6.6%	$1.6B
2	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
3	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AFEX	First Trust Large Cap Core AlphaDEX FundRead Desk	0.57%	1.01%	+2.4%	+16.4%	+20.2%	+20.8%	+10.0%	−6.6%	$1.6B
2	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
3	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B

End-of-day Nov 9, 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

$16,069

IWF

iShares Russell 1000 Growth

$15,892

MeasureFEXIWF

Fee0.57%0.18%

Cost on $10k a year$57$18

Yield1.01%0.38%

5 years, per year+10.0%+9.7%

3 years, per year+20.8%+19.8%

Worst drop · 1Y−6.6%−14.6%

Volatility · 1Y13.5%19.5%

5–1measures won
FEX first

15.6%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: FEX, IWF, VO

Today

43.0%most shared, FEX and VO

FEXIWFVO

FEX—15.6%43.0%

IWF15.6%—9.2%

VO43.0%9.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

FEX$101 − $57 = $44

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee