Compare · 2 funds side by side · dividends reinvested

FNK and RNIN

FNKFirst Trust×RNINBushido×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,957FNK · best of the two

02 / 04

FNK and RNIN, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

EA Series Trust - Bushido Capital US SMID Cap Equity ETFUS Stock Styles · Mid cap0.68%0.77%+40.1%+43.7%[…][…]−8.3%16.9%$213M1.3

First Trust Mid Cap Value AlphaDEX FundUS Stock Styles · Mid cap0.74%1.53%+16.7%+22.3%+17.5%+8.4%−9.1%13.6%$244M1.5

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

End-of-day Nov 3, 2026 · returns include dividends · since: FNK 2011 · RNIN 2025

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Mid Cap Value AlphaDEX Fund · $244M$14,957

FNK

RNIN

EA Series Trust - Bushido Capital US SMID Cap Equity ETF · $213M[…]

$10,000 five years ago, dividends reinvested · they hold 12.8% in common

FNKMeasureRNIN

+16.7%Year to dateJan 1 → Nov 3+40.1%

+22.3%1 yearTotal return+43.7%

+17.5%3 years · per year$10,000 became $16,211 · […][…]

+8.4%5 years · per year$10,000 became $14,957 · […][…]

0.74%Expense ratio$74 · $68 a year on $10k · lower is better0.68%

1.53%Trailing 12-mo yield$153 · $77 a year on $10k0.77%

−9.1%Worst dropSmaller is better−8.3%

13.6%VolatilityLower is calmer16.9%

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

2–4RNIN wins

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

More Ways to See the Pairs

FNK vs RNIN: Top 5 Holdings

Today

FNK

4.7%in top 5

RNIN

in top 57.7%

FNKStockRNIN

not top 5GLOB1.6%

not top 5IT1.5%

not top 5CXM1.5%

not top 5CART1.5%

not top 5EPAM1.5%

1.1%ADTnot top 5

1.0%RRCnot top 5

0.9%APAnot top 5

0.9%ARnot top 5

0.8%CNXnot top 5

Held in common12.8%

End-of-day Nov 3, 2026 · share of each fund

FNK vs RNIN Returns, Every Period

First TrustFNK

+22.3%

past year

RNINBushido

+43.7%

past year

FNKRNINFaded: behind in that period

0–2RNIN wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

FNK vs RNIN

YTD

First TrustFNK

+16.7%

RNINBushido

+40.1%

+16.7%Year to date+40.1%

−9.1%Worst drop · 1Y−8.3%

13.6%Volatility · 1Y16.9%

1.5%Yield0.8%

$244MAssets$213M

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FNK, RNIN

Today

0.68%lowest, RNIN

FundExpense ratioFee$10k

RNIN0.68%$68

FNK0.74%$74

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: FNK, RNIN

1.53%highest, FNK

FundTrailing yieldYield$10k

FNK1.53%$153

RNIN0.77%$77

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$79most kept, FNK

FNK$153 − $74 = $79

RNIN$77 − $68 = $9

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: FNK, RNIN

Today

12.8%most shared, FNK and RNIN

FNKRNIN

FNK—12.8%

RNIN12.8%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+43.7%RNIN, at 16.9% volatility

FNKWorst drop−9.1%13.6% vol

RNINWorst drop−8.3%16.9% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

FNKRNIN

+16.7%Year to date+40.1%

1.5%Yield0.8%

+22.3%Past year+43.7%

0.74%Fee0.68%

3–1RNIN wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026