FTC vs IUSG

AFTC

BIUSG

Measures won0–6IUSG wins · of 6 · 5Y

$10,000 · 5Y$17,623IUSG · FTC $14,788

Lowest cost0.04%IUSG · $4 on $10k

Most income0.49%IUSG · $49 on $10k

Smallest drop−13.0%IUSG · worst fall in 1Y

Held in common26.3%FTC and IUSG

FTC

IUSG

First Trust Large Cap Growth AlphaDEX Fund · $1.3BiShares Core S&P U.S. Growth ETF · $32.6B

+22.9%3 years · per year$18,586 · $20,612+27.3%

+8.1%5 years · per year$14,788 · $17,623+12.0%

0.58%Expense ratio$58 · $4 on $10k · lower wins0.04%

0.12%12-mo yield$12 · $49 on $10k0.49%

−13.6%Worst dropSmaller wins−13.0%

22.4%VolatilityLower wins18.2%

0–6IUSG wins

$10,000 · 5 yearsOne scale

Shared top holdingsFTC · IUSG

0.9%LLY3.1%

0.9%NVDA13.6%

0.8%AMZN3.6%

0.8%MU2.6%

Held in common26.3%

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	BIUSG	iShares Core S&P U.S. Growth ETFRead Desk		0.04%	0.49%	+1.2%	+11.1%	+9.5%	+27.3%	+12.0%	−13.0%	$32.6B
2	AFTC	First Trust Large Cap Growth AlphaDEX FundRead Desk		0.58%	0.12%	+0.1%	+6.4%	+4.1%	+22.9%	+8.1%	−13.6%	$1.3B

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	BIUSG	iShares Core S&P U.S. Growth ETFRead Desk		0.04%	0.49%	+1.2%	+11.1%	+9.5%	+27.3%	+12.0%	−13.0%	$32.6B
2	AFTC	First Trust Large Cap Growth AlphaDEX FundRead Desk		0.58%	0.12%	+0.1%	+6.4%	+4.1%	+22.9%	+8.1%	−13.6%	$1.3B

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

FTC vs IUSG

FTC

First Trust Large Cap Growth AlphaDEX Fund

$14,788

IUSG

iShares Core S&P U.S. Growth

$17,623

MeasureFTCIUSG

Fee0.58%0.04%

Cost on $10k a year$58$4

Yield0.12%0.49%

5 years, per year+8.1%+12.0%

3 years, per year+22.9%+27.3%

Worst drop · 1Y−13.6%−13.0%

Volatility · 1Y22.4%18.2%

6–0measures won
IUSG first

26.3%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: FTC, IUSG

Today

26.3%most shared, FTC and IUSG

FTCIUSG

FTC—26.3%

IUSG26.3%—

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

Income After Fees on $10,000

$45most kept, IUSG

IUSG$49 − $4 = $45

FTC$12 − $58 = −$46

KeptFee

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