FTA vs IWD

AFTA

BIWD

Measures won1–5IWD wins · of 6 · 5Y

$10,000 · 5Y$17,870IWD · FTA $17,450

Lowest cost0.18%IWD · $18 on $10k

Most income1.66%FTA · $166 on $10k

Smallest drop−6.8%IWD · worst fall in 1Y

Held in common24.6%FTA and IWD

FTA

IWD

First Trust Large Cap Value AlphaDEX Fund · $1.5BiShares Russell 1000 Value ETF · $83.2B

+21.7%3 years · per year$18,005 · $19,285+24.5%

+11.8%5 years · per year$17,450 · $17,870+12.3%

0.58%Expense ratio$58 · $18 on $10k · lower wins0.18%

1.66%12-mo yield$166 · $133 on $10k1.33%

−8.1%Worst dropSmaller wins−6.8%

11.4%VolatilityLower wins11.2%

1–5IWD wins

$10,000 · 5 yearsOne scale

Shared top holdingsFTA · IWD

0.9%BRK-B2.7%

0.7%CVX1.1%

0.7%WFC0.7%

0.5%XOM1.9%

Held in common24.6%

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	BIWD	iShares Russell 1000 Value ETFRead Desk		0.18%	1.33%	+2.6%	+27.5%	+32.0%	+24.5%	+12.3%	−6.8%	$83.2B
2	AFTA	First Trust Large Cap Value AlphaDEX FundRead Desk		0.58%	1.66%	+1.6%	+23.9%	+30.4%	+21.7%	+11.8%	−8.1%	$1.5B

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	BIWD	iShares Russell 1000 Value ETFRead Desk		0.18%	1.33%	+2.6%	+27.5%	+32.0%	+24.5%	+12.3%	−6.8%	$83.2B
2	AFTA	First Trust Large Cap Value AlphaDEX FundRead Desk		0.58%	1.66%	+1.6%	+23.9%	+30.4%	+21.7%	+11.8%	−8.1%	$1.5B

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

FTA vs IWD

FTA

First Trust Large Cap Value AlphaDEX Fund

$17,450

IWD

iShares Russell 1000 Value

$17,870

MeasureFTAIWD

Fee0.58%0.18%

Cost on $10k a year$58$18

Yield1.66%1.33%

5 years, per year+11.8%+12.3%

3 years, per year+21.7%+24.5%

Worst drop · 1Y−8.1%−6.8%

Volatility · 1Y11.4%11.2%

5–1measures won
IWD first

24.6%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

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: FTA, IWD

Today

24.6%most shared, FTA and IWD

FTAIWD

FTA—24.6%

IWD24.6%—

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

Income After Fees on $10,000

$115most kept, IWD

IWD$133 − $18 = $115

FTA$166 − $58 = $108

KeptFee

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