FYT vs IWF

AFYT

BIWF

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$15,441IWF · FYT $14,651

Lowest cost0.18%IWF · $18 on $10k

Most income1.85%FYT · $185 on $10k

Smallest drop−8.6%FYT · worst fall in 1Y

Held in common0.0%FYT and IWF

FYT

IWF

First Trust Small Cap Value AlphaDEX Fund · $185MiShares Russell 1000 Growth ETF · $113B

+17.9%3 years · per year$16,370 · $17,022+19.4%

+7.9%5 years · per year$14,651 · $15,442+9.1%

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

1.85%12-mo yield$185 · $39 on $10k0.39%

−8.6%Worst dropSmaller wins−14.6%

16.4%VolatilityLower wins19.4%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFYT · IWF

0.1%FOUR0.0%

0.1%LOPE0.0%

0.3%KD0.0%

Held in common0.0%

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%	$112.9B
2	AFYT	First Trust Small Cap Value AlphaDEX FundRead Desk		0.70%	1.85%	−1.4%	+24.9%	+29.9%	+17.9%	+7.9%	−8.6%	$185M

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%	$112.9B
2	AFYT	First Trust Small Cap Value AlphaDEX FundRead Desk		0.70%	1.85%	−1.4%	+24.9%	+29.9%	+17.9%	+7.9%	−8.6%	$185M

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

FYT vs IWF

FYT

First Trust Small Cap Value AlphaDEX Fund

$14,651

IWF

iShares Russell 1000 Growth

$15,442

MeasureFYTIWF

Fee0.70%0.18%

Cost on $10k a year$70$18

Yield1.85%0.39%

5 years, per year+7.9%+9.1%

3 years, per year+17.9%+19.4%

Worst drop · 1Y−8.6%−14.6%

Volatility · 1Y16.4%19.4%

3–3measures won
level

0.0%

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$59.1B

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: FYT, IWF

Today

0.0%most shared, FYT and IWF

FYTIWF

FYT—0.0%

IWF0.0%—

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

Income After Fees on $10,000

$115most kept, FYT

FYT$185 − $70 = $115

IWF$39 − $18 = $21

KeptFee

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