FTC vs IWF

AFTC

BIWF

Measures won2–4IWF wins · of 6 · 5Y

$10,000 · 5Y$16,559IWF · FTC $14,788

Lowest cost0.18%IWF · $18 on $10k

Most income0.37%IWF · $37 on $10k

Smallest drop−13.6%FTC · worst fall in 1Y

Held in common25.6%FTC and IWF

FTC

IWF

First Trust Large Cap Growth AlphaDEX Fund · $1.3BiShares Russell 1000 Growth ETF · $120B

+22.9%3 years · per year$18,586 · $18,310+22.3%

+8.1%5 years · per year$14,788 · $16,559+10.6%

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

0.12%12-mo yield$12 · $37 on $10k0.37%

−13.6%Worst dropSmaller wins−15.6%

22.4%VolatilityLower wins18.3%

2–4IWF wins

$10,000 · 5 yearsOne scale

Shared top holdingsFTC · IWF

0.9%LLY3.5%

0.9%NVDA15.1%

0.9%CRWD0.8%

0.8%MU3.0%

Held in common25.6%

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	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	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	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	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 IWF

FTC

First Trust Large Cap Growth AlphaDEX Fund

$14,788

IWF

iShares Russell 1000 Growth

$16,559

MeasureFTCIWF

Fee0.58%0.18%

Cost on $10k a year$58$18

Yield0.12%0.37%

5 years, per year+8.1%+10.6%

3 years, per year+22.9%+22.3%

Worst drop · 1Y−13.6%−15.6%

Volatility · 1Y22.4%18.3%

4–2measures won
IWF first

25.6%

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: FTC, IWF

Today

25.6%most shared, FTC and IWF

FTCIWF

FTC—25.6%

IWF25.6%—

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

FTC$12 − $58 = −$46

KeptFee

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