IWM vs FYC

AIWM

BFYC

Measures won4–2IWM wins · of 6 · 5Y

$10,000 · 5Y$17,153VUG · FYC $16,062

Lowest cost0.03%VUG · $3 on $10k

Most income0.96%IWM · $96 on $10k

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

Held in common17.3%IWM and FYC

IWM

FYC

iShares Russell 2000 ETF · $77.4BFirst Trust Small Cap Growth AlphaDEX Fund · $1.3B

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

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

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

0.96%12-mo yield$96 · $11 on $10k0.11%

−11.1%Worst dropSmaller wins−13.5%

18.2%VolatilityLower wins21.2%

4–2IWM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIWM · FYC

0.2%GRAL0.5%

0.2%TENB0.7%

0.2%RXO0.7%

0.2%QTWO0.5%

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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	BFYC	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
3	AIWM	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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	BFYC	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
3	AIWM	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

IWM vs FYC

IWM

iShares Russell 2000

$13,509

FYC

First Trust Small Cap Growth AlphaDEX Fund

$16,062

MeasureIWMFYC

Fee0.19%0.70%

Cost on $10k a year$19$70

Yield0.96%0.11%

5 years, per year+6.2%+9.9%

3 years, per year+21.6%+31.2%

Worst drop · 1Y−11.1%−13.5%

Volatility · 1Y18.2%21.2%

4–2measures won
IWM first

17.3%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

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

Overlap: IWM, FYC, VUG

Today

17.3%most shared, IWM and FYC

IWMFYCVUG

IWM—17.3%0.0%

FYC17.3%—0.0%

VUG0.0%0.0%—

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

VUG$40 − $3 = $37

FYC$11 − $70 = −$59

KeptFee

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