Compare · 3 funds side by side · dividends reinvested

FNK, IJH and VOO

FNKFirst Trust×IJHiShares×VOOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,156VOO · best of the three

02 / 04

FNK, IJH and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Mid Cap Value AlphaDEX FundUS Stock Styles · Mid cap0.74%1.53%+16.6%+22.8%+16.8%+8.6%−9.1%13.9%$245M1.9

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.4%+9.8%+22.1%+11.4%−8.9%13.5%$1.00T1.9

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%$121B2.3

Rank among the three1st → 3rdFee, 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: FNK 2011 · IJH 2000 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Mid Cap Value AlphaDEX Fund · $245M$15,072

FNK

IJH

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

$10,000 five years ago, dividends reinvested · they hold 26.5% in common

FNKMeasureIJH

+16.6%Year to dateJan 1 → Nov 5+9.5%

+22.8%1 yearTotal return+12.9%

+16.8%3 years · per year$10,000 became $15,921 · $15,806+16.5%

+8.6%5 years · per year$10,000 became $15,072 · $13,830+6.7%

0.74%Expense ratio$74 · $5 a year on $10k · lower is better0.05%

1.53%Trailing 12-mo yield$153 · $126 a year on $10k1.26%

−9.1%Worst dropSmaller is better−8.8%

13.9%VolatilityLower is calmer15.5%

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

6–2FNK wins

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

More Ways to See the Pairs

FNK vs IJH: Top 5 Holdings

Today

FNK

4.6%in top 5

IJH

in top 53.5%

FNKStockIJH

1.1%ADTnot top 5

0.9%RRCnot top 5

0.9%SIRInot top 5

0.8%LYFTnot top 5

0.8%MHKnot top 5

not top 5UTHR0.8%

not top 5FTI0.7%

not top 5ATI0.7%

not top 5USFD0.7%

not top 5THC0.7%

Held in common26.5%

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

FNK vs IJH Returns, Every Period

First TrustFNK

+8.6%

5 years, per year

IJHiShares

+6.7%

5 years, per year

FNKIJHFaded: behind in that period

4–0FNK wins

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

FNK vs IJH

YTD

First TrustFNK

+16.6%

IJHiShares

+9.5%

+16.6%Year to date+9.5%

−9.1%Worst drop · 1Y−8.8%

13.9%Volatility · 1Y15.5%

1.5%Yield1.3%

$245MAssets$121B

3–1FNK wins

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

Cost, Income and Risk

Fees: FNK, IJH, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IJH0.05%$5

FNK0.74%$74

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

Yields: FNK, IJH, VOO

1.53%highest, FNK

FundTrailing yieldYield$10k

FNK1.53%$153

IJH1.26%$126

VOO1.10%$110

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

Income After Fees on $10,000

$121most kept, IJH

IJH$126 − $5 = $121

VOO$110 − $3 = $107

FNK$153 − $74 = $79

KeptFee

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

Overlap: FNK, IJH, VOO

Today

26.5%most shared, FNK and IJH

FNKIJHVOO

FNK—26.5%0.6%

IJH26.5%—0.1%

VOO0.6%0.1%—

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

Return vs Bumpiness: 3 ETFs

+22.8%FNK, at 13.9% volatility

VOOWorst drop−8.9%13.5% vol

FNKWorst drop−9.1%13.9% 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

FNKIJH

+16.6%Year to date+9.5%

1.5%Yield1.3%

+22.8%Past year+12.9%

0.74%Fee0.05%

3–1FNK wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026

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