IWC vs FFTY

AIWC

BFFTY

Measures won5–1IWC wins · of 6 · 5Y

$10,000 · 5Y$13,176IWC · FFTY $6,689

Lowest cost0.60%IWC · $60 on $10k

Most income1.53%FFTY · $153 on $10k

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

Held in common1.7%IWC and FFTY

IWC

FFTY

iShares Micro-Cap ETF · $1.2BCapForce IBD 50 ETF · $55M

+26.5%3 years · per year$20,253 · $15,223+15.0%

+5.7%5 years · per year$13,176 · $6,689−7.7%

0.60%Expense ratio$60 · $80 on $10k · lower wins0.80%

1.08%12-mo yield$108 · $153 on $10k1.53%

−13.5%Worst dropSmaller wins−30.2%

23.1%VolatilityLower wins35.6%

5–1IWC wins

$10,000 · 5 yearsOne scale

Shared top holdingsIWC · FFTY

1.1%CDNA4.8%

0.3%IDT2.1%

0.2%RDVT0.3%

Held in common1.7%

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	AIWC	iShares Micro-Cap ETFRead Desk		0.60%	1.08%	+1.5%	+14.8%	+17.7%	+26.5%	+5.7%	−13.5%	$1.2B
2	BFFTY	CapForce IBD 50 ETFRead Desk		0.80%	1.53%	−1.8%	−11.8%	−23.2%	+15.0%	−7.7%	−30.2%	$55M

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	AIWC	iShares Micro-Cap ETFRead Desk		0.60%	1.08%	+1.5%	+14.8%	+17.7%	+26.5%	+5.7%	−13.5%	$1.2B
2	BFFTY	CapForce IBD 50 ETFRead Desk		0.80%	1.53%	−1.8%	−11.8%	−23.2%	+15.0%	−7.7%	−30.2%	$55M

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

IWC vs FFTY

IWC

iShares Micro-Cap

$13,176

FFTY

CapForce IBD 50

$6,689

MeasureIWCFFTY

Fee0.60%0.80%

Cost on $10k a year$60$80

Yield1.08%1.53%

5 years, per year+5.7%−7.7%

3 years, per year+26.5%+15.0%

Worst drop · 1Y−13.5%−30.2%

Volatility · 1Y23.1%35.6%

5–1measures won
IWC first

1.7%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: IWC, FFTY

Today

1.7%most shared, IWC and FFTY

IWCFFTY

IWC—1.7%

FFTY1.7%—

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

Income After Fees on $10,000

$73most kept, FFTY

FFTY$153 − $80 = $73

IWC$108 − $60 = $48

KeptFee

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