FXL vs IWF

AFXL

BIWF

Measures won1–5IWF wins · of 6 · 5Y

$10,000 · 5Y$15,441IWF · FXL $15,005

Lowest cost0.18%IWF · $18 on $10k

Most income0.39%IWF · $39 on $10k

Smallest drop−14.6%IWF · worst fall in 1Y

Held in common18.1%FXL and IWF

FXL

IWF

First Trust Technology AlphaDEX Fund · $2.5BiShares Russell 1000 Growth ETF · $115B

+23.1%3 years · per year$18,639 · $17,022+19.4%

+8.5%5 years · per year$15,005 · $15,442+9.1%

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

0.00%12-mo yield$0 · $39 on $10k0.39%

−15.3%Worst dropSmaller wins−14.6%

27.8%VolatilityLower wins19.4%

1–5IWF wins

$10,000 · 5 yearsOne scale

Shared top holdingsFXL · IWF

1.4%AAPL9.0%

1.1%META3.6%

1.1%PLTR1.1%

1.1%AMD2.2%

Held in common18.1%

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	AFXL	First Trust Technology AlphaDEX FundRead Desk		0.60%	0.00%	+1.0%	+17.2%	+14.5%	+23.1%	+8.5%	−15.3%	$2.5B

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	AFXL	First Trust Technology AlphaDEX FundRead Desk		0.60%	0.00%	+1.0%	+17.2%	+14.5%	+23.1%	+8.5%	−15.3%	$2.5B

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

FXL vs IWF

FXL

First Trust Technology AlphaDEX Fund

$15,005

IWF

iShares Russell 1000 Growth

$15,442

MeasureFXLIWF

Fee0.60%0.18%

Cost on $10k a year$60$18

Yield0.00%0.39%

5 years, per year+8.5%+9.1%

3 years, per year+23.1%+19.4%

Worst drop · 1Y−15.3%−14.6%

Volatility · 1Y27.8%19.4%

5–1measures won
IWF first

18.1%

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: FXL, IWF

Today

18.1%most shared, FXL and IWF

FXLIWF

FXL—18.1%

IWF18.1%—

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

Income After Fees on $10,000

$21most kept, IWF

IWF$39 − $18 = $21

FXL$0 − $60 = −$60

KeptFee

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