FRTY vs IWR

AFRTY

BIWR

Measures won1–5IWR wins · of 6 · 5Y

$10,000 · 5Y$15,441IWF · IWR $13,924

Lowest cost0.18%IWR · $18 on $10k

Most income1.18%IWR · $118 on $10k

Smallest drop−8.2%IWR · worst fall in 1Y

Held in common6.5%FRTY and IWR

FRTY

IWR

Alger Mid Cap 40 ETF · $128MiShares Russell Mid-Cap ETF · $56.8B

+20.4%3 years · per year$17,442 · $16,955+19.2%

−2.5%5 years · per year$8,789 · $13,924+6.8%

0.60%Expense ratio$60 · $18 on $10k · lower wins0.18%

0.20%12-mo yield$20 · $118 on $10k1.18%

−19.0%Worst dropSmaller wins−8.2%

28.7%VolatilityLower wins13.8%

1–5IWR wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFRTY · IWR

3.3%SNOW0.7%

3.4%NET0.6%

2.0%HOOD0.5%

1.7%DDOG0.4%

Held in common6.5%

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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
2	BIWR	iShares Russell Mid-Cap ETFRead Desk	0.18%	1.18%	+0.1%	+12.9%	+14.7%	+19.2%	+6.8%	−8.2%	$56.8B
3	AFRTY	Alger Mid Cap 40 ETFRead Desk	0.60%	0.20%	+0.3%	−4.1%	−8.4%	+20.4%	−2.5%	−19.0%	$128M

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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
2	BIWR	iShares Russell Mid-Cap ETFRead Desk	0.18%	1.18%	+0.1%	+12.9%	+14.7%	+19.2%	+6.8%	−8.2%	$56.8B
3	AFRTY	Alger Mid Cap 40 ETFRead Desk	0.60%	0.20%	+0.3%	−4.1%	−8.4%	+20.4%	−2.5%	−19.0%	$128M

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

FRTY vs IWR

FRTY

Alger Mid Cap 40

$8,789

IWR

iShares Russell Mid-Cap

$13,924

MeasureFRTYIWR

Fee0.60%0.18%

Cost on $10k a year$60$18

Yield0.20%1.18%

5 years, per year−2.5%+6.8%

3 years, per year+20.4%+19.2%

Worst drop · 1Y−19.0%−8.2%

Volatility · 1Y28.7%13.8%

5–1measures won
IWR first

6.5%

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: FRTY, IWR, IWF

Today

10.2%most shared, IWR and IWF

FRTYIWRIWF

FRTY—6.5%2.3%

IWR6.5%—10.2%

IWF2.3%10.2%—

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

Income After Fees on $10,000

$100most kept, IWR

IWR$118 − $18 = $100

IWF$39 − $18 = $21

FRTY$20 − $60 = −$40

KeptFee

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