FYC vs IWF

AFYC

BIWF

Measures won2–4IWF wins · of 6 · 5Y

$10,000 · 5Y$16,559IWF · FYC $16,062

Lowest cost0.18%IWF · $18 on $10k

Most income0.37%IWF · $37 on $10k

Smallest drop−13.5%FYC · worst fall in 1Y

Held in common0.0%FYC and IWF

FYC

IWF

First Trust Small Cap Growth AlphaDEX Fund · $1.3BiShares Russell 1000 Growth ETF · $121B

+31.2%3 years · per year$22,569 · $18,310+22.3%

+9.9%5 years · per year$16,062 · $16,559+10.6%

0.70%Expense ratio$70 · $18 on $10k · lower wins0.18%

0.11%12-mo yield$11 · $37 on $10k0.37%

−13.5%Worst dropSmaller wins−15.6%

21.2%VolatilityLower wins18.3%

2–4IWF wins

$10,000 · 5 yearsOne scale

Shared top holdingsFYC · IWF

0.2%PLNT0.0%

0.1%VVV0.0%

0.2%KVYO0.0%

Held in common0.0%

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%	$120.5B
2	AFYC	First Trust Small Cap Growth AlphaDEX FundRead Desk		0.70%	0.11%	+1.6%	+20.1%	+22.3%	+31.2%	+9.9%	−13.5%	$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%	$120.5B
2	AFYC	First Trust Small Cap Growth AlphaDEX FundRead Desk		0.70%	0.11%	+1.6%	+20.1%	+22.3%	+31.2%	+9.9%	−13.5%	$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

FYC vs IWF

FYC

First Trust Small Cap Growth AlphaDEX Fund

$16,062

IWF

iShares Russell 1000 Growth

$16,559

MeasureFYCIWF

Fee0.70%0.18%

Cost on $10k a year$70$18

Yield0.11%0.37%

5 years, per year+9.9%+10.6%

3 years, per year+31.2%+22.3%

Worst drop · 1Y−13.5%−15.6%

Volatility · 1Y21.2%18.3%

4–2measures won
IWF first

0.0%

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: FYC, IWF

Today

0.0%most shared, FYC and IWF

FYCIWF

FYC—0.0%

IWF0.0%—

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

FYC$11 − $70 = −$59

KeptFee

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