Which returned more over the last year, FYC or IWO?

In the year to Oct 28, 2026, with distributions reinvested, FYC returned +21.7% and IWO +7.9%.

Which is cheaper, FYC or IWO?

IWO is cheaper, by 0.46 percentage points a year. That is about $46 on $10,000 held for a year. Fees come from each fund's prospectus.

How much do FYC and IWO overlap with the S&P 500?

By their latest filed holdings, 0% of FYC and 0% of IWO by weight is stocks the S&P 500 already holds.

Data as of Oct 28, 2026.

Across categories

FYC vs IWO: Differences, Returns & Fees

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Over the year to Oct 28, 2026, FYC returned +21.7% to IWO's +7.9%; 23% of their weight is in the same names.

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Net assets on Oct 27, 2026: $1.3bn for First Trust Small Cap Growth AlphaDEX Fund and $14.0bn for iShares Russell 2000 Growth ETF.

FYC on its own →IWO on its own →

At a glance

+21.7%

FYC total return, 1 year

+7.9%

IWO total return, 1 year

0.70%

FYC expense ratio

0.24%

IWO expense ratio

Pair scorecard

IWO costs 0.46 points a year less; their one-year returns differ by 13.8 points; IWO is 10.8 times larger.

FYC vs IWO: Differences, Returns & Fees
Measure	FYC	IWO
Return
Measure	FYC	IWO
Total return, 1 year	+21.7%	+7.9%
Drawdown
Measure	FYC	IWO
Below its high	8.6%, high on Jun 30, 2026	9.9%, high on Aug 14, 2026
Benchmark
Measure	FYC	IWO
What it tracks	Nasdaq AlphaDEX Small Cap Growth Index	Russell 2000 Growth Index
Cost and size
Measure	FYC	IWO
Expense ratio	0.70%	0.24%
Net assets, as of Oct 27, 2026	$1.3bn	$14.0bn
Holdings
Measure	FYC	IWO
Holdings in common	23%
Top ten holdings, share of the fund	7.7%	6.4%

Holdings in common uses holdings dated Oct 27, 2026. Method

What they share

23%

By the books each fund has filed, FYC and IWO hold 23% of their money in the same securities at the same weight. Holdings dated Oct 27, 2026.

50%

0 half 100%

half

23% in common

Positions both hold · largest shared weight first FYC IWO

Tenable Holdings, Inc. 0.68% 0.36%

Adaptive Biotechnologies Corporation 0.61% 0.30%

Heartflow, Inc. 0.74% 0.30%

Workiva Inc. 0.47% 0.30%

BGC Group Inc. (Class A) 0.63% 0.29%

Braze, Inc. (Class A) 0.68% 0.29%

Delek US Holdings, Inc. 0.62% 0.29%

Q2 Holdings, Inc. 0.46% 0.29%

Cinemark Holdings, Inc. 0.54% 0.28%

Fastly, Inc. (Class A) 0.54% 0.28%

iRhythm Holdings, Inc. 0.28% 0.27%

AZZ Inc. 0.26% 0.28%

Only in one fund ↓

Only in FYC

Slide Insurance Holdings, Inc. 0.81%

Fortrea Holdings Inc. 0.78%

Netskope, Inc. (Class A) 0.76%

Pebblebrook Hotel Trust 0.72%

Vestis Corporation 0.72%

Encore Capital Group, Inc. 0.67%

Pitney Bowes Inc. 0.67%

Vir Biotechnology, Inc. 0.66%

Only in IWO

JFROG 0.74%

TWIST BIOSCIENCE 0.71%

GLAUKOS 0.70%

MOOG INC CLASS A 0.68%

BRIGHTSPRING HEALTH SERVICES INC 0.66%

10X GENOMICS CLASS A 0.61%

RYMAN HOSPITALITY PROPERTIES REIT 0.60%

INTERDIGITAL INC 0.58%

Check overlap with more funds →

Side by side

FYC First Trust Small Cap Growth AlphaDEX Fund IWO iShares Russell 2000 Growth ETF

Where it sits Stock ETF Stock ETF

Issuer First Trust iShares

What it is Tracks an index Tracks the Russell 2000 Growth

Total return, 1 year +21.7% +7.9%

Its benchmark over the same days +13.3% (IWV) +8.0% (VTWG)

Gap to its benchmark +8.4 pts vs IWV −0.1 pts vs VTWG

Expense ratio 0.70% 0.24%

Already in the S&P 500 0.0% 0.0%

Holdings 264 1122

Net assets, as of Oct 27, 2026 $1.3bn $14.0bn

FYC and IWO on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.

Alert

About each fund

FYC

Over the year to Oct 28, 2026 it returned +21.7% with distributions reinvested, against +13.3% for its benchmark, the Russell 3000 Index.

FYC tracks an index. The prospectus expense ratio is 0.70% a year. By its holdings published by its issuer for Oct 27, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 264 positions, with the top ten at 7.7%. It sat 8.6% below its high of Jun 30, 2026 on Oct 28, 2026.

IWO

IWO tracks the Russell 2000 Growth. Over the year to Oct 28, 2026 it returned +7.9% with distributions reinvested, against +8.0% for its benchmark, the Russell 2000 Growth Index. The prospectus expense ratio is 0.24% a year. By its holdings published by its issuer for Oct 27, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 1,122 positions, with the top ten at 6.4%. It sat 9.9% below its high of Aug 14, 2026 on Oct 28, 2026.

Questions people ask

Which returned more over the last year, FYC or IWO?: In the year to Oct 28, 2026, with distributions reinvested, FYC returned +21.7% and IWO +7.9%.
Which is cheaper, FYC or IWO?: IWO is cheaper, by 0.46 percentage points a year. That is about $46 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do FYC and IWO overlap with the S&P 500?: By their latest filed holdings, 0% of FYC and 0% of IWO by weight is stocks the S&P 500 already holds.

Other comparisons

FYC vs VTWG FYC vs VBK FESM vs FYC FYC vs IJR IWC vs IWO IJT vs IWO IWM vs IWO IJR vs IWO

Where to next

FYC on its own →IWO on its own →Hold both: look the portfolio through →Rankings →FYC dividend history →FYC holdings →IWO dividend history →IWO holdings →Standards and sources →

Sources and dates

FYC filings on SEC EDGAR ↗

FYC prospectus with the expense ratio (SEC) ↗

First Trust page for FYC ↗

IWO filings on SEC EDGAR ↗

IWO prospectus with the expense ratio (SEC) ↗

iShares page for IWO ↗

Links are sources, not endorsements. A comparison is not a recommendation.

How this is computed

Overlap adds up the smaller of the two weights for each security both funds hold.

Cite this pageCitation, APA and Markdown

ETFIQ, FYC against IWO, data as of Oct 28, 2026. https://etfiq.com/compare/any/fyc-vs-iwo

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Free to use with attribution for data ETFIQ computes; issuer data stays under its owner's terms.