IWM vs FYC

AIWM

BFYC

Measures won4–2IWM wins · of 6 · 5Y

$10,000 · 5Y$15,330IWF · FYC $14,958

Lowest cost0.18%IWF · $18 on $10k

Most income1.01%IWM · $101 on $10k

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

Held in common17.4%IWM and FYC

IWM

FYC

iShares Russell 2000 ETF · $75.4BFirst Trust Small Cap Growth AlphaDEX Fund · $1.4B

+19.4%3 years · per year$17,029 · $21,221+28.5%

+4.8%5 years · per year$12,637 · $14,958+8.4%

0.19%Expense ratio$19 · $70 on $10k · lower wins0.70%

1.01%12-mo yield$101 · $12 on $10k0.12%

−11.1%Worst dropSmaller wins−13.7%

18.7%VolatilityLower wins21.7%

4–2IWM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIWM · FYC

0.2%GRAL0.5%

0.2%SUPN0.4%

0.2%TENB0.7%

0.2%RXO0.7%

Held in common17.4%

End-of-day Nov 5, 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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B
2	BFYC	First Trust Small Cap Growth AlphaDEX FundRead Desk	0.70%	0.12%	−4.7%	+14.4%	+18.6%	+28.5%	+8.4%	−13.7%	$1.4B
3	AIWM	iShares Russell 2000 ETFRead Desk	0.19%	1.01%	−4.6%	+10.8%	+13.5%	+19.4%	+4.8%	−11.1%	$75.4B

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

All Three

5Y3 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B
2	BFYC	First Trust Small Cap Growth AlphaDEX FundRead Desk	0.70%	0.12%	−4.7%	+14.4%	+18.6%	+28.5%	+8.4%	−13.7%	$1.4B
3	AIWM	iShares Russell 2000 ETFRead Desk	0.19%	1.01%	−4.6%	+10.8%	+13.5%	+19.4%	+4.8%	−11.1%	$75.4B

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

Cards for this view

IWM vs FYC

IWM

iShares Russell 2000

$12,637

FYC

First Trust Small Cap Growth AlphaDEX Fund

$14,958

MeasureIWMFYC

Fee0.19%0.70%

Cost on $10k a year$19$70

Yield1.01%0.12%

5 years, per year+4.8%+8.4%

3 years, per year+19.4%+28.5%

Worst drop · 1Y−11.1%−13.7%

Volatility · 1Y18.7%21.7%

4–2measures won
IWM first

17.4%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

IWM vs VB

YTD

iSharesIWM

+10.8%

VBVanguard

+11.2%

+10.8%Year to date+11.2%

1.0%Yield1.3%

$75.4BAssets$76.9B

2–0VB wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: IWM, FYC, IWF

Today

17.4%most shared, IWM and FYC

IWMFYCIWF

IWM—17.4%0.0%

FYC17.4%—0.0%

IWF0.0%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$82most kept, IWM

IWM$101 − $19 = $82

IWF$39 − $18 = $21

FYC$12 − $70 = −$58

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee