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IWF vs FYC

iShares Russell 1000 Growth ETF vs First Trust Small Cap Growth AlphaDEX Fund

IWF

iShares Russell 1000 Growth ETF

iShares

Annual cost

0.18%

Fund size

$124.7B

FYC

First Trust Small Cap Growth AlphaDEX Fund

First Trust

Annual cost

0.70%

Fund size

$1.0B

Key differences

  • IWF costs 0.52% less per year.
  • IWF is significantly larger than FYC — larger funds tend to be more liquid and less likely to close.
  • IWF has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IWFFYC
Annual cost (TER)0.18%0.70%
Fund size (AUM)$124.7B$1.0B
Since20002011
Dividend yield0.35%0.07%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+27.5%+56.7%
CAGR 3Y+26.4%+27.1%
CAGR 5Y+15.5%+11.2%
Sharpe 3Y1.131.04
Volatility 1Y15.55%21.07%
Max drawdown-32.72%-47.85%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to IWF and FYC