FTA vs IWD

AFTA

BIWD

Measures won1–4IWD wins · of 6 · 5Y

$10,000 · 5Y$17,201IWD · FTA $16,899

Lowest cost0.03%VUG · $3 on $10k

Most income1.71%FTA · $171 on $10k

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

Held in common24.5%FTA and IWD

FTA

IWD

First Trust Large Cap Value AlphaDEX Fund · $1.5BiShares Russell 1000 Value ETF · $82.9B

+20.0%3 years · per year$17,275 · $18,455+22.7%

+11.1%5 years · per year$16,899 · $17,201+11.5%

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

1.71%12-mo yield$171 · $137 on $10k1.37%

−8.1%Worst dropSmaller wins−6.8%

11.6%VolatilityLower wins11.6%

1–4IWD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFTA · IWD

0.9%BRK-B2.8%

0.7%CVX1.0%

0.7%WFC0.7%

0.5%DIS0.5%

Held in common24.5%

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	BIWD	iShares Russell 1000 Value ETFRead Desk	0.18%	1.37%	−0.4%	+23.7%	+28.0%	+22.7%	+11.5%	−6.8%	$82.9B
2	AFTA	First Trust Large Cap Value AlphaDEX FundRead Desk	0.58%	1.71%	−1.0%	+20.5%	+26.4%	+20.0%	+11.1%	−8.1%	$1.5B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

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	BIWD	iShares Russell 1000 Value ETFRead Desk	0.18%	1.37%	−0.4%	+23.7%	+28.0%	+22.7%	+11.5%	−6.8%	$82.9B
2	AFTA	First Trust Large Cap Value AlphaDEX FundRead Desk	0.58%	1.71%	−1.0%	+20.5%	+26.4%	+20.0%	+11.1%	−8.1%	$1.5B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

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

FTA vs IWD

FTA

First Trust Large Cap Value AlphaDEX Fund

$16,899

IWD

iShares Russell 1000 Value

$17,201

MeasureFTAIWD

Fee0.58%0.18%

Cost on $10k a year$58$18

Yield1.71%1.37%

5 years, per year+11.1%+11.5%

3 years, per year+20.0%+22.7%

Worst drop · 1Y−8.1%−6.8%

Volatility · 1Y11.6%11.6%

4–1measures won
IWD first

24.5%

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$59.7B

1–1level

End-of-day Nov 6, 2026

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

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

Overlap: FTA, IWD, VUG

Today

24.5%most shared, FTA and IWD

FTAIWDVUG

FTA—24.5%0.4%

IWD24.5%—22.9%

VUG0.4%22.9%—

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

Income After Fees on $10,000

$119most kept, IWD

IWD$137 − $18 = $119

FTA$171 − $58 = $113

VUG$42 − $3 = $39

KeptFee

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