FPX vs IWF

AFPX

BIWF

Measures won1–5IWF wins · of 6 · 5Y

$10,000 · 5Y$15,330IWF · FPX $12,364

Lowest cost0.18%IWF · $18 on $10k

Most income0.39%IWF · $39 on $10k

Smallest drop−14.6%IWF · worst fall in 1Y

Held in common5.8%FPX and IWF

FPX

IWF

First Trust US Equity Opportunities ETF · $1.4BiShares Russell 1000 Growth ETF · $121B

+27.3%3 years · per year$20,642 · $17,073+19.5%

+4.3%5 years · per year$12,364 · $15,330+8.9%

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

0.20%12-mo yield$20 · $39 on $10k0.39%

−23.6%Worst dropSmaller wins−14.6%

27.1%VolatilityLower wins19.3%

1–5IWF wins

$10,000 · 5 yearsOne scale

Shared top holdingsFPX · IWF

9.4%LLY3.5%

7.0%GEV0.7%

4.5%SNDK0.5%

8.7%SPCX0.2%

Held in common5.8%

End-of-day Nov 5, 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%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
2	AFPX	First Trust US Equity Opportunities ETFRead Desk		0.57%	0.20%	−6.1%	−3.6%	−3.3%	+27.3%	+4.3%	−23.6%	$1.4B

End-of-day Nov 5, 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%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
2	AFPX	First Trust US Equity Opportunities ETFRead Desk		0.57%	0.20%	−6.1%	−3.6%	−3.3%	+27.3%	+4.3%	−23.6%	$1.4B

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

Cards for this view

FPX vs IWF

FPX

First Trust US Equity Opportunities

$12,364

IWF

iShares Russell 1000 Growth

$15,330

MeasureFPXIWF

Fee0.57%0.18%

Cost on $10k a year$57$18

Yield0.20%0.39%

5 years, per year+4.3%+8.9%

3 years, per year+27.3%+19.5%

Worst drop · 1Y−23.6%−14.6%

Volatility · 1Y27.1%19.3%

5–1measures won
IWF first

5.8%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: FPX, IWF

Today

5.8%most shared, FPX and IWF

FPXIWF

FPX—5.8%

IWF5.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$21most kept, IWF

IWF$39 − $18 = $21

FPX$20 − $57 = −$37

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee