Compare · 3 funds side by side · dividends reinvested

FNK, IWR and IWF

FNKFirst Trust×IWRiShares×IWFiShares×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,699IWF · best of the three

Story of the three · IncomeMost incomeFNK · 1.52% · $152 a year on $10k

Story of the three · RiskSmallest drop

FNK, IWR and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Mid Cap Value AlphaDEX FundUS Stock Styles · Mid cap0.74%1.52%+17.6%+22.7%+14.8%+8.5%−9.1%13.9%$243M1.8

iShares Russell Mid-Cap ETFUS Stock Styles · Mid cap0.18%1.15%+15.8%+17.4%+18.6%+7.2%−8.2%14.0%$58.7B1.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−3.4%−2.9%+19.1%+9.4%−14.6%19.5%$117B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 10, 2026 · returns include dividends · since: FNK 2011 · IWR 2001 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

First Trust Mid Cap Value AlphaDEX Fund · $243M$15,033

FNK

IWR

iShares Russell Mid-Cap ETF · $58.7B$14,137

$10,000 five years ago, dividends reinvested · they hold 10.5% in common

FNKMeasure

More Ways to See the Pairs

FNK vs IWR: Top 5 Holdings

Today

FNK

4.5%in top 5

IWR

in top 53.7%

FNKStockIWR

1.1%ADTnot top 5

0.9%RRCnot top 5

0.9%SIRInot top 5

0.9%MHKnot top 5

not top 5MPC0.8%

Cost, Income and Risk

Fees: FNK, IWR, IWF

Today

0.18%lowest, IWR

FundExpense ratioFee$10k

IWR0.18%$18

IWF0.18%$18

FNK0.74%$74

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

Yields: FNK, IWR, IWF

1Y

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

+3.4%Year to date+4.1%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.0B

1–1level

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

IWR

+17.6%Year to dateJan 1 → Nov 10+15.8%

+22.7%1 yearTotal return+17.4%

+14.8%3 years · per year$10,000 became $15,117 · $16,665+18.6%

+8.5%5 years · per year$10,000 became $15,033 · $14,136+7.2%

0.74%Expense ratio$74 · $18 a year on $10k · lower is better0.18%

1.52%Trailing 12-mo yield$152 · $115 a year on $10k1.15%

−9.1%Worst dropSmaller is better−8.2%

13.9%VolatilityLower is calmer14.0%

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

5–3FNK wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.8%RDNnot top 5

not top 5PSX0.7%

not top 5MRNA0.7%

not top 5SNOW0.7%

not top 5NET0.7%

Held in common10.5%

End-of-day Nov 10, 2026 · share of each fund

FNK vs IWR Returns, Every Period

5Y

First TrustFNK

+8.5%

5 years, per year

IWRiShares

+7.2%

5 years, per year

FNKIWRFaded: behind in that period

3–1FNK wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

FNK vs IWR

YTD

First TrustFNK

+17.6%

IWRiShares

+15.8%

+17.6%Year to date+15.8%

−9.1%Worst drop · 1Y−8.2%

13.9%Volatility · 1Y14.0%

1.5%Yield1.2%

$243MAssets$58.7B

3–1FNK wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1.52%highest, FNK

FundTrailing yieldYield$10k

FNK1.52%$152

IWR1.15%$115

IWF0.38%$38

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$97most kept, IWR

IWR$115 − $18 = $97

FNK$152 − $74 = $78

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: FNK, IWR, IWF

Today

10.5%most shared, FNK and IWR

FNKIWRIWF

FNK—10.5%0.2%

IWR10.5%—10.3%

IWF0.2%10.3%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+22.7%FNK, at 13.9% volatility

FNKWorst drop−9.1%13.9% vol

IWRWorst drop−8.2%14.0% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

FNKIWR

+17.6%Year to date+15.8%

1.5%Yield1.2%

+22.7%Past year+17.4%

0.74%Fee0.18%

3–1FNK wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

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FNK, IWR and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three