FNX vs IWF

AFNX

BIWF

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,559IWF · FNX $15,034

Lowest cost0.18%IWF · $18 on $10k

Most income0.96%FNX · $96 on $10k

Smallest drop−9.2%FNX · worst fall in 1Y

Held in common1.2%FNX and IWF

FNX

IWF

First Trust Mid Cap Core AlphaDEX Fund · $1.4BiShares Russell 1000 Growth ETF · $121B

+20.2%3 years · per year$17,361 · $18,310+22.3%

+8.5%5 years · per year$15,034 · $16,559+10.6%

0.62%Expense ratio$62 · $18 on $10k · lower wins0.18%

0.96%12-mo yield$96 · $37 on $10k0.37%

−9.2%Worst dropSmaller wins−15.6%

15.1%VolatilityLower wins18.3%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFNX · IWF

0.4%HALO0.0%

0.3%MANH0.0%

0.1%GDDY0.0%

0.2%IOT0.0%

Held in common1.2%

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	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
2	AFNX	First Trust Mid Cap Core AlphaDEX FundRead Desk		0.62%	0.96%	+1.6%	+15.0%	+17.1%	+20.2%	+8.5%	−9.2%	$1.4B

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	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
2	AFNX	First Trust Mid Cap Core AlphaDEX FundRead Desk		0.62%	0.96%	+1.6%	+15.0%	+17.1%	+20.2%	+8.5%	−9.2%	$1.4B

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

FNX vs IWF

FNX

First Trust Mid Cap Core AlphaDEX Fund

$15,034

IWF

iShares Russell 1000 Growth

$16,559

MeasureFNXIWF

Fee0.62%0.18%

Cost on $10k a year$62$18

Yield0.96%0.37%

5 years, per year+8.5%+10.6%

3 years, per year+20.2%+22.3%

Worst drop · 1Y−9.2%−15.6%

Volatility · 1Y15.1%18.3%

3–3measures won
level

1.2%

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$62.5B

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%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: FNX, IWF

Today

1.2%most shared, FNX and IWF

FNXIWF

FNX—1.2%

IWF1.2%—

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

Income After Fees on $10,000

$34most kept, FNX

FNX$96 − $62 = $34

IWF$37 − $18 = $19

KeptFee

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