FYC vs IWM

AFYC

BIWM

Measures won2–4IWM wins · of 6 · 5Y

$10,000 · 5Y$16,062FYC · IWM $13,509

Lowest cost0.19%IWM · $19 on $10k

Most income0.96%IWM · $96 on $10k

Smallest drop−11.1%IWM · worst fall in 1Y

Held in common17.3%FYC and IWM

FYC

IWM

First Trust Small Cap Growth AlphaDEX Fund · $1.3BiShares Russell 2000 ETF · $77.4B

+31.2%3 years · per year$22,569 · $18,002+21.6%

+9.9%5 years · per year$16,062 · $13,509+6.2%

0.70%Expense ratio$70 · $19 on $10k · lower wins0.19%

0.11%12-mo yield$11 · $96 on $10k0.96%

−13.5%Worst dropSmaller wins−11.1%

21.2%VolatilityLower wins18.2%

2–4IWM wins

$10,000 · 5 yearsOne scale

Shared top holdingsFYC · IWM

0.5%GRAL0.2%

0.7%TENB0.2%

0.7%RXO0.2%

0.5%QTWO0.2%

Held in common17.3%

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	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
2	BIWM	iShares Russell 2000 ETFRead Desk		0.19%	0.96%	+1.5%	+16.2%	+16.9%	+21.6%	+6.2%	−11.1%	$77.4B

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	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
2	BIWM	iShares Russell 2000 ETFRead Desk		0.19%	0.96%	+1.5%	+16.2%	+16.9%	+21.6%	+6.2%	−11.1%	$77.4B

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 IWM

FYC

First Trust Small Cap Growth AlphaDEX Fund

$16,062

IWM

iShares Russell 2000

$13,509

MeasureFYCIWM

Fee0.70%0.19%

Cost on $10k a year$70$19

Yield0.11%0.96%

5 years, per year+9.9%+6.2%

3 years, per year+31.2%+21.6%

Worst drop · 1Y−13.5%−11.1%

Volatility · 1Y21.2%18.2%

4–2measures won
IWM first

17.3%

holdings shared

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

IWM vs VB

YTD

iSharesIWM

+16.2%

VBVanguard

+15.8%

+16.2%Year to date+15.8%

1.0%Yield1.2%

$77.4BAssets$76.9B

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, IWM

Today

17.3%most shared, FYC and IWM

FYCIWM

FYC—17.3%

IWM17.3%—

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

Income After Fees on $10,000

$77most kept, IWM

IWM$96 − $19 = $77

FYC$11 − $70 = −$59

KeptFee

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