IWFG vs. FTCS
Compare and contrast key facts about NYLI Winslow Focused Large Cap Growth ETF (IWFG) and First Trust Capital Strength ETF (FTCS).
IWFG and FTCS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IWFG is an actively managed fund by New York Life. It was launched on Jun 23, 2022. FTCS is a passively managed fund by First Trust that tracks the performance of the The NASDAQ Capital Strength Index. It was launched on Jul 6, 2006.
Performance
IWFG vs. FTCS - Performance Comparison
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IWFG vs. FTCS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
IWFG NYLI Winslow Focused Large Cap Growth ETF | -13.11% | 14.33% | 37.56% | 38.40% | 3.75% |
FTCS First Trust Capital Strength ETF | 0.58% | 6.46% | 11.19% | 8.48% | 8.68% |
Returns By Period
In the year-to-date period, IWFG achieves a -13.11% return, which is significantly lower than FTCS's 0.58% return.
IWFG
- 1D
- 3.69%
- 1M
- -5.85%
- YTD
- -13.11%
- 6M
- -13.01%
- 1Y
- 8.82%
- 3Y*
- 19.52%
- 5Y*
- —
- 10Y*
- —
FTCS
- 1D
- 0.97%
- 1M
- -6.34%
- YTD
- 0.58%
- 6M
- -0.35%
- 1Y
- 4.65%
- 3Y*
- 9.74%
- 5Y*
- 6.80%
- 10Y*
- 10.24%
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IWFG vs. FTCS - Expense Ratio Comparison
IWFG has a 0.46% expense ratio, which is lower than FTCS's 0.56% expense ratio.
Return for Risk
IWFG vs. FTCS — Risk / Return Rank
IWFG
FTCS
IWFG vs. FTCS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for NYLI Winslow Focused Large Cap Growth ETF (IWFG) and First Trust Capital Strength ETF (FTCS). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| IWFG | FTCS | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.39 | 0.34 | +0.05 |
Sortino ratioReturn per unit of downside risk | 0.73 | 0.60 | +0.13 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.08 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.43 | 0.63 | -0.19 |
Martin ratioReturn relative to average drawdown | 1.39 | 2.42 | -1.03 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| IWFG | FTCS | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.39 | 0.34 | +0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.52 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.66 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.95 | 0.51 | +0.45 |
Correlation
The correlation between IWFG and FTCS is 0.53, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
IWFG vs. FTCS - Dividend Comparison
IWFG has not paid dividends to shareholders, while FTCS's dividend yield for the trailing twelve months is around 1.11%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IWFG NYLI Winslow Focused Large Cap Growth ETF | 0.00% | 0.00% | 5.44% | 1.01% | 0.05% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FTCS First Trust Capital Strength ETF | 1.11% | 1.04% | 1.33% | 1.47% | 1.23% | 1.06% | 0.93% | 1.26% | 1.26% | 1.15% | 1.43% | 1.50% |
Drawdowns
IWFG vs. FTCS - Drawdown Comparison
The maximum IWFG drawdown since its inception was -21.97%, smaller than the maximum FTCS drawdown of -53.64%. Use the drawdown chart below to compare losses from any high point for IWFG and FTCS.
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Drawdown Indicators
| IWFG | FTCS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.97% | -53.64% | +31.67% |
Max Drawdown (1Y)Largest decline over 1 year | -20.20% | -9.38% | -10.82% |
Max Drawdown (5Y)Largest decline over 5 years | — | -20.93% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -31.93% | — |
Current DrawdownCurrent decline from peak | -17.25% | -6.42% | -10.83% |
Average DrawdownAverage peak-to-trough decline | -4.00% | -6.93% | +2.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.25% | 2.42% | +3.83% |
Volatility
IWFG vs. FTCS - Volatility Comparison
NYLI Winslow Focused Large Cap Growth ETF (IWFG) has a higher volatility of 7.02% compared to First Trust Capital Strength ETF (FTCS) at 3.20%. This indicates that IWFG's price experiences larger fluctuations and is considered to be riskier than FTCS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IWFG | FTCS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.02% | 3.20% | +3.82% |
Volatility (6M)Calculated over the trailing 6-month period | 13.26% | 7.06% | +6.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.75% | 13.60% | +9.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.69% | 13.14% | +7.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.69% | 15.54% | +5.15% |