FSGS vs IWF

AFSGS

BIWF

Measures won2–4IWF wins · of 6 · 5Y

$10,000 · 5Y$16,559IWF · FSGS $12,777

Lowest cost0.18%IWF · $18 on $10k

Most income0.37%IWF · $37 on $10k

Smallest drop−11.3%FSGS · worst fall in 1Y

Held in common1.1%FSGS and IWF

FSGS

IWF

First Trust SMID Growth Strength ETF · $30MiShares Russell 1000 Growth ETF · $120B

+13.4%3 years · per year$14,587 · $18,310+22.3%

+5.0%5 years · per year$12,777 · $16,559+10.6%

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

0.03%12-mo yield$3 · $37 on $10k0.37%

−11.3%Worst dropSmaller wins−15.6%

14.7%VolatilityLower wins18.3%

2–4IWF wins

$10,000 · 5 yearsOne scale

Shared top holdingsFSGS · IWF

1.0%EME0.1%

0.9%DXCM0.1%

0.9%ATI0.1%

1.0%XPO0.1%

Held in common1.1%

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%	$120.2B
2	AFSGS	First Trust SMID Growth Strength ETFRead Desk		0.60%	0.03%	+1.3%	+11.0%	+11.0%	+13.4%	+5.0%	−11.3%	$30M

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%	$120.2B
2	AFSGS	First Trust SMID Growth Strength ETFRead Desk		0.60%	0.03%	+1.3%	+11.0%	+11.0%	+13.4%	+5.0%	−11.3%	$30M

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

FSGS vs IWF

FSGS

First Trust SMID Growth Strength

$12,777

IWF

iShares Russell 1000 Growth

$16,559

MeasureFSGSIWF

Fee0.60%0.18%

Cost on $10k a year$60$18

Yield0.03%0.37%

5 years, per year+5.0%+10.6%

3 years, per year+13.4%+22.3%

Worst drop · 1Y−11.3%−15.6%

Volatility · 1Y14.7%18.3%

4–2measures won
IWF first

1.1%

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$61.1B

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%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: FSGS, IWF

Today

1.1%most shared, FSGS and IWF

FSGSIWF

FSGS—1.1%

IWF1.1%—

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

Income After Fees on $10,000

$19most kept, IWF

IWF$37 − $18 = $19

FSGS$3 − $60 = −$57

KeptFee

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