FNK vs IWF

AFNK

BIWF

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,124VUG · IWF $15,441

Lowest cost0.03%VUG · $3 on $10k

Most income1.55%FNK · $155 on $10k

Smallest drop−9.1%FNK · worst fall in 1Y

Held in common0.2%FNK and IWF

FNK

IWF

First Trust Mid Cap Value AlphaDEX Fund · $238MiShares Russell 1000 Growth ETF · $115B

+16.2%3 years · per year$15,681 · $17,022+19.4%

+8.4%5 years · per year$14,968 · $15,442+9.1%

0.74%Expense ratio$74 · $18 on $10k · lower wins0.18%

1.55%12-mo yield$155 · $39 on $10k0.39%

−9.1%Worst dropSmaller wins−14.6%

13.9%VolatilityLower wins19.4%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFNK · IWF

0.2%GDDY0.1%

0.1%IT0.0%

0.3%MUSA0.0%

0.2%HAS0.0%

Held in common0.2%

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	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
3	AFNK	First Trust Mid Cap Value AlphaDEX FundRead Desk	0.74%	1.55%	−0.9%	+15.5%	+21.1%	+16.2%	+8.4%	−9.1%	$238M

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	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
3	AFNK	First Trust Mid Cap Value AlphaDEX FundRead Desk	0.74%	1.55%	−0.9%	+15.5%	+21.1%	+16.2%	+8.4%	−9.1%	$238M

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

FNK vs IWF

FNK

First Trust Mid Cap Value AlphaDEX Fund

$14,968

IWF

iShares Russell 1000 Growth

$15,442

MeasureFNKIWF

Fee0.74%0.18%

Cost on $10k a year$74$18

Yield1.55%0.39%

5 years, per year+8.4%+9.1%

3 years, per year+16.2%+19.4%

Worst drop · 1Y−9.1%−14.6%

Volatility · 1Y13.9%19.4%

3–3measures won
level

0.2%

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$59.7B

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: FNK, IWF, VUG

Today

78.0%most shared, IWF and VUG

FNKIWFVUG

FNK—0.2%0.0%

IWF0.2%—78.0%

VUG0.0%78.0%—

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

Income After Fees on $10,000

$81most kept, FNK

FNK$155 − $74 = $81

VUG$42 − $3 = $39

IWF$39 − $18 = $21

KeptFee

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