FTA vs IWF

AFTA

BIWF

Measures won4–2FTA wins · of 6 · 5Y

$10,000 · 5Y$17,450FTA · IWF $16,559

Lowest cost0.18%IWF · $18 on $10k

Most income1.66%FTA · $166 on $10k

Smallest drop−8.1%FTA · worst fall in 1Y

Held in common1.7%FTA and IWF

FTA

IWF

First Trust Large Cap Value AlphaDEX Fund · $1.5BiShares Russell 1000 Growth ETF · $121B

+21.7%3 years · per year$18,005 · $18,310+22.3%

+11.8%5 years · per year$17,450 · $16,559+10.6%

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

1.66%12-mo yield$166 · $37 on $10k0.37%

−8.1%Worst dropSmaller wins−15.6%

11.4%VolatilityLower wins18.3%

4–2FTA wins

$10,000 · 5 yearsOne scale

Shared top holdingsFTA · IWF

0.3%ADBE0.2%

0.2%LMT0.4%

0.5%MPC0.2%

0.2%HD0.8%

Held in common1.7%

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	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
2	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B

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	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
2	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B

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 IWF

FTA

First Trust Large Cap Value AlphaDEX Fund

$17,450

IWF

iShares Russell 1000 Growth

$16,559

MeasureFTAIWF

Fee0.58%0.18%

Cost on $10k a year$58$18

Yield1.66%0.37%

5 years, per year+11.8%+10.6%

3 years, per year+21.7%+22.3%

Worst drop · 1Y−8.1%−15.6%

Volatility · 1Y11.4%18.3%

4–2measures won
FTA first

1.7%

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$62.5B

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%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: FTA, IWF

Today

1.7%most shared, FTA and IWF

FTAIWF

FTA—1.7%

IWF1.7%—

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

Income After Fees on $10,000

$108most kept, FTA

FTA$166 − $58 = $108

IWF$37 − $18 = $19

KeptFee

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