FTXG vs IWF

AFTXG

BIWF

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$15,441IWF · FTXG $10,507

Lowest cost0.18%IWF · $18 on $10k

Most income2.36%FTXG · $236 on $10k

Smallest drop−11.0%FTXG · worst fall in 1Y

Held in common0.3%FTXG and IWF

FTXG

IWF

First Trust Nasdaq Food & Beverage ETF · $33MiShares Russell 1000 Growth ETF · $115B

+3.5%3 years · per year$11,090 · $17,022+19.4%

+1.0%5 years · per year$10,507 · $15,442+9.1%

0.60%Expense ratio$60 · $18 on $10k · lower wins0.18%

2.36%12-mo yield$236 · $39 on $10k0.39%

−11.0%Worst dropSmaller wins−14.6%

15.8%VolatilityLower wins19.4%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFTXG · IWF

8.7%KO0.1%

4.2%MNST0.1%

8.2%PEP0.1%

4.1%HSY0.0%

Held in common0.3%

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

Both

5Y2 funds

#			Trend
1	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
2	AFTXG	First Trust Nasdaq Food & Beverage ETFRead Desk		0.60%	2.36%	−1.4%	+12.5%	+14.6%	+3.5%	+1.0%	−11.0%	$33M

End-of-day Nov 6, 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%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
2	AFTXG	First Trust Nasdaq Food & Beverage ETFRead Desk		0.60%	2.36%	−1.4%	+12.5%	+14.6%	+3.5%	+1.0%	−11.0%	$33M

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

FTXG vs IWF

FTXG

First Trust Nasdaq Food & Beverage

$10,508

IWF

iShares Russell 1000 Growth

$15,442

MeasureFTXGIWF

Fee0.60%0.18%

Cost on $10k a year$60$18

Yield2.36%0.39%

5 years, per year+1.0%+9.1%

3 years, per year+3.5%+19.4%

Worst drop · 1Y−11.0%−14.6%

Volatility · 1Y15.8%19.4%

3–3measures won
level

0.3%

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: FTXG, IWF

Today

0.3%most shared, FTXG and IWF

FTXGIWF

FTXG—0.3%

IWF0.3%—

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

Income After Fees on $10,000

$176most kept, FTXG

FTXG$236 − $60 = $176

IWF$39 − $18 = $21

KeptFee

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