IWF vs FEX

AIWF

BFEX

Measures won1–5FEX wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG · FEX $15,766

Lowest cost0.03%VUG · $3 on $10k

Most income1.03%FEX · $103 on $10k

Smallest drop−6.6%FEX · worst fall in 1Y

Held in common15.4%IWF and FEX

IWF

FEX

iShares Russell 1000 Growth ETF · $115BFirst Trust Large Cap Core AlphaDEX Fund · $1.6B

+19.4%3 years · per year$17,022 · $17,609+20.8%

+9.1%5 years · per year$15,442 · $15,766+9.5%

0.18%Expense ratio$18 · $57 on $10k · lower wins0.57%

0.39%12-mo yield$39 · $103 on $10k1.03%

−14.6%Worst dropSmaller wins−6.6%

19.4%VolatilityLower wins13.3%

1–5FEX wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIWF · FEX

3.6%LLY0.4%

0.6%AMGN0.4%

0.7%AMZN0.4%

9.0%AAPL0.4%

Held in common15.4%

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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	BFEX	First Trust Large Cap Core AlphaDEX FundRead Desk	0.57%	1.03%	−0.1%	+13.6%	+16.3%	+20.8%	+9.5%	−6.6%	$1.6B
3	AIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	BFEX	First Trust Large Cap Core AlphaDEX FundRead Desk	0.57%	1.03%	−0.1%	+13.6%	+16.3%	+20.8%	+9.5%	−6.6%	$1.6B
3	AIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B

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

IWF vs FEX

IWF

iShares Russell 1000 Growth

$15,442

FEX

First Trust Large Cap Core AlphaDEX Fund

$15,766

MeasureIWFFEX

Fee0.18%0.57%

Cost on $10k a year$18$57

Yield0.39%1.03%

5 years, per year+9.1%+9.5%

3 years, per year+19.4%+20.8%

Worst drop · 1Y−14.6%−6.6%

Volatility · 1Y19.4%13.3%

5–1measures won
FEX first

15.4%

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: IWF, FEX, VUG

Today

78.0%most shared, IWF and VUG

IWFFEXVUG

IWF—15.4%78.0%

FEX15.4%—13.3%

VUG78.0%13.3%—

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

Income After Fees on $10,000

$46most kept, FEX

FEX$103 − $57 = $46

VUG$42 − $3 = $39

IWF$39 − $18 = $21

KeptFee

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