Compare · 2 funds side by side · dividends reinvested

FAB and IJH

FABFirst Trust×IJHiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,051FAB · best of the two

02 / 04

FAB and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Multi Cap Value AlphaDEX FundUS Stock Styles · Value0.66%1.65%+21.2%+27.8%+19.1%+9.9%−8.2%12.7%$165M1.1

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.26%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$125B1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: FAB 2007 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Multi Cap Value AlphaDEX Fund · $165M$16,051

FAB

IJH

iShares Core S&P Mid-Cap ETF · $125B$13,830

$10,000 five years ago, dividends reinvested · they hold 21.9% in common

FABMeasureIJH

+21.2%Year to dateJan 1 → Nov 5+9.5%

+27.8%1 yearTotal return+12.9%

+19.1%3 years · per year$10,000 became $16,890 · $15,806+16.5%

+9.9%5 years · per year$10,000 became $16,051 · $13,830+6.7%

0.66%Expense ratio$66 · $5 a year on $10k · lower is better0.05%

1.65%Trailing 12-mo yield$165 · $126 a year on $10k1.26%

−8.2%Worst dropSmaller is better−8.8%

12.7%VolatilityLower is calmer15.5%

FABIJH Winner of the row, in its colourEach row: the bigger of the two fills its side

7–1FAB wins

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FAB vs IJH: Top 5 Holdings

Today

FAB

2.6%in top 5

IJH

in top 53.5%

FABStockIJH

not top 5UTHR0.8%

not top 5FTI0.7%

not top 5ATI0.7%

not top 5USFD0.7%

not top 5THC0.7%

0.6%FISVnot top 5

0.5%STZnot top 5

0.5%CCLnot top 5

0.5%ALLnot top 5

0.5%ACGLnot top 5

Held in common21.9%

End-of-day Nov 5, 2026 · share of each fund

FAB vs IJH Returns, Every Period

First TrustFAB

+9.9%

5 years, per year

IJHiShares

+6.7%

5 years, per year

FABIJHFaded: behind in that period

4–0FAB wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

FAB vs IJH

YTD

First TrustFAB

+21.2%

IJHiShares

+9.5%

+21.2%Year to date+9.5%

−8.2%Worst drop · 1Y−8.8%

12.7%Volatility · 1Y15.5%

1.7%Yield1.3%

$165MAssets$125B

4–0FAB wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FAB, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

FAB0.66%$66

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: FAB, IJH

1.65%highest, FAB

FundTrailing yieldYield$10k

FAB1.65%$165

IJH1.26%$126

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$121most kept, IJH

IJH$126 − $5 = $121

FAB$165 − $66 = $99

KeptFee

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

Overlap: FAB, IJH

Today

21.9%most shared, FAB and IJH

FABIJH

FAB—21.9%

IJH21.9%—

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

Return vs Bumpiness: 2 ETFs

+27.8%FAB, at 12.7% volatility

FABWorst drop−8.2%12.7% vol

IJHWorst drop−8.8%15.5% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

FABIJH

+21.2%Year to date+9.5%

1.7%Yield1.3%

+27.8%Past year+12.9%

0.66%Fee0.05%

3–1FAB wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026