Compare · 2 funds side by side · dividends reinvested

FEX and IJH

FEXFirst Trust×IJHiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,562FEX · best of the two

02 / 04

FEX and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Large Cap Core AlphaDEX FundUS Stock Styles · Large cap0.57%1.03%+17.8%+19.9%+22.8%+10.6%−6.6%12.9%$1.6B1.3

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%$121B1.8

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: FEX 2007 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Large Cap Core AlphaDEX Fund · $1.6B$16,562

FEX

IJH

iShares Core S&P Mid-Cap ETF · $121B$13,830

$10,000 five years ago, dividends reinvested · they hold 7.2% in common

FEXMeasureIJH

+17.8%Year to dateJan 1 → Nov 5+9.5%

+19.9%1 yearTotal return+12.9%

+22.8%3 years · per year$10,000 became $18,539 · $15,806+16.5%

+10.6%5 years · per year$10,000 became $16,562 · $13,830+6.7%

0.57%Expense ratio$57 · $5 a year on $10k · lower is better0.05%

1.03%Trailing 12-mo yield$103 · $126 a year on $10k1.26%

−6.6%Worst dropSmaller is better−8.8%

12.9%VolatilityLower is calmer15.5%

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

6–2FEX wins

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

More Ways to See the Pairs

FEX vs IJH: Top 5 Holdings

Today

FEX

2.9%in top 5

IJH

in top 53.5%

FEXStockIJH

not top 5UTHR0.8%

not top 5FTI0.7%

not top 5ATI0.7%

not top 5USFD0.7%

not top 5THC0.7%

0.6%ROPnot top 5

0.6%PTCnot top 5

0.6%FISVnot top 5

0.5%STZnot top 5

0.5%CCLnot top 5

Held in common7.2%

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

FEX vs IJH Returns, Every Period

First TrustFEX

+10.6%

5 years, per year

IJHiShares

+6.7%

5 years, per year

FEXIJHFaded: behind in that period

4–0FEX wins

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

FEX vs IJH

YTD

First TrustFEX

+17.8%

IJHiShares

+9.5%

+17.8%Year to date+9.5%

−6.6%Worst drop · 1Y−8.8%

12.9%Volatility · 1Y15.5%

1.0%Yield1.3%

$1.6BAssets$121B

3–1FEX wins

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

Cost, Income and Risk

Fees: FEX, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

FEX0.57%$57

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

Yields: FEX, IJH

1.26%highest, IJH

FundTrailing yieldYield$10k

IJH1.26%$126

FEX1.03%$103

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

Income After Fees on $10,000

$121most kept, IJH

IJH$126 − $5 = $121

FEX$103 − $57 = $46

KeptFee

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

Overlap: FEX, IJH

Today

7.2%most shared, FEX and IJH

FEXIJH

FEX—7.2%

IJH7.2%—

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

Return vs Bumpiness: 2 ETFs

+19.9%FEX, at 12.9% volatility

FEXWorst drop−6.6%12.9% 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

IJHFEX

+9.5%Year to date+17.8%

1.3%Yield1.0%

+12.9%Past year+19.9%

0.05%Fee0.57%

2–2level

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%

$120BAssets$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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026