FEX vs IWF

AFEX

BIWF

Measures won5–1FEX wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG · FEX $15,766

Lowest cost0.03%VUG · $3 on $10k

Most income1.03%FEX · $103 on $10k

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

Held in common15.4%FEX and IWF

FEX

IWF

First Trust Large Cap Core AlphaDEX Fund · $1.6BiShares Russell 1000 Growth ETF · $113B

+20.8%3 years · per year$17,609 · $17,022+19.4%

+9.5%5 years · per year$15,766 · $15,442+9.1%

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

1.03%12-mo yield$103 · $39 on $10k0.39%

−6.6%Worst dropSmaller wins−14.6%

13.3%VolatilityLower wins19.4%

5–1FEX wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFEX · IWF

0.4%LLY3.6%

0.4%AMGN0.6%

0.4%AMZN0.7%

0.4%AAPL9.0%

Held in common15.4%

End-of-day Nov 6, 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%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	AFEX	First Trust Large Cap Core AlphaDEX FundRead Desk	0.57%	1.03%	−0.1%	+13.6%	+16.3%	+20.8%	+9.5%	−6.6%	$1.6B
3	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B

End-of-day Nov 6, 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%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	AFEX	First Trust Large Cap Core AlphaDEX FundRead Desk	0.57%	1.03%	−0.1%	+13.6%	+16.3%	+20.8%	+9.5%	−6.6%	$1.6B
3	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B

End-of-day Nov 6, 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

$15,766

IWF

iShares Russell 1000 Growth

$15,442

MeasureFEXIWF

Fee0.57%0.18%

Cost on $10k a year$57$18

Yield1.03%0.39%

5 years, per year+9.5%+9.1%

3 years, per year+20.8%+19.4%

Worst drop · 1Y−6.6%−14.6%

Volatility · 1Y13.3%19.4%

5–1measures won
FEX first

15.4%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: FEX, IWF, VUG

Today

78.0%most shared, IWF and VUG

FEXIWFVUG

FEX—15.4%13.3%

IWF15.4%—78.0%

VUG13.3%78.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$46most kept, FEX

FEX$103 − $57 = $46

VUG$42 − $3 = $39

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee