Compare · 2 funds side by side · dividends reinvested

FAB and IJR

FABFirst Trust×IJRiShares×

Versus in desk

02 / 04

IWD+0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,839FAB · best of the two

Story of the two · IncomeMost incomeFAB · 1.64% · $164 a year on $10k

Story of the two · RiskSmallest drop

FAB and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Multi Cap Value AlphaDEX FundUS Stock Styles · Value0.66%1.64%+22.5%+27.5%+18.0%+9.6%−8.2%12.8%$166M1.1

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.20%+19.4%+21.0%+16.9%+5.5%−9.7%16.3%$106B1.9

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

End-of-day Nov 11, 2026 · returns include dividends · since: FAB 2007 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

First Trust Multi Cap Value AlphaDEX Fund · $166M$15,839

FAB

IJR

iShares Core S&P Small-Cap ETF · $106B$13,039

$10,000 five years ago, dividends reinvested · they hold 18.2% in common

FABMeasureIJR

+22.5%

More Ways to See the Pairs

FAB vs IJR: Top 5 Holdings

Today

FAB

2.6%in top 5

IJR

in top 52.7%

FABStockIJR

not top 5VSAT0.6%

0.6%FISVnot top 5

not top 5RHP0.5%

0.5%STZnot top 5

not top 5MTCH0.5%

Cost, Income and Risk

Fees: FAB, IJR

Today

0.06%lowest, IJR

FundExpense ratioFee$10k

IJR0.06%$6

FAB0.66%$66

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: FAB, IJR

1Y

1.64%highest, FAB

FundTrailing yieldYield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

Year to dateJan 1 → Nov 11

+19.4%

+27.5%1 yearTotal return+21.0%

+18.0%3 years · per year$10,000 became $16,435 · $15,982+16.9%

+9.6%5 years · per year$10,000 became $15,839 · $13,039+5.5%

0.66%Expense ratio$66 · $6 a year on $10k · lower is better0.06%

1.64%Trailing 12-mo yield$164 · $120 a year on $10k1.20%

−8.2%Worst dropSmaller is better−9.7%

12.8%VolatilityLower is calmer16.3%

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

7–1FAB wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5PAYC0.5%

not top 5TGTX0.5%

0.5%CCLnot top 5

0.5%GPNnot top 5

0.5%CHTRnot top 5

Held in common18.2%

End-of-day Nov 11, 2026 · share of each fund

FAB vs IJR Returns, Every Period

5Y

First TrustFAB

+9.6%

5 years, per year

IJRiShares

+5.5%

5 years, per year

FABIJRFaded: behind in that period

4–0FAB wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

FAB vs IJR

YTD

First TrustFAB

+22.5%

IJRiShares

+19.4%

+22.5%Year to date+19.4%

−8.2%Worst drop · 1Y−9.7%

12.8%Volatility · 1Y16.3%

1.6%Yield1.2%

$166MAssets$106B

4–0FAB wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

$10k

FAB1.64%$164

IJR1.20%$120

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$114most kept, IJR

IJR$120 − $6 = $114

FAB$164 − $66 = $98

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: FAB, IJR

Today

18.2%most shared, FAB and IJR

FABIJR

FAB—18.2%

IJR18.2%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+27.5%FAB, at 12.8% volatility

FABWorst drop−8.2%12.8% vol

IJRWorst drop−9.7%16.3% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

FABIJR

+22.5%Year to date+19.4%

1.6%Yield1.2%

+27.5%Past year+21.0%

0.66%Fee0.06%

3–1FAB wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 11, 2026

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FAB and IJR

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two