Compare · 3 funds side by side · dividends reinvested

FNX, IJS and IJH

FNXFirst Trust×IJSiShares×IJHiShares×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,156FNX · best of the three

Story of the three · IncomeMost incomeIJS · 1.39% · $139 a year on $10k

Story of the three · RiskSmallest drop

FNX, IJS and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Mid Cap Core AlphaDEX FundUS Stock Styles · Mid cap0.62%0.98%+13.0%+15.1%+17.6%+7.2%−9.2%15.5%$1.4B1.9

iShares S&P Small-Cap 600 Value ETFUS Stock Styles · Small cap0.18%1.39%+18.1%+20.1%+16.7%+5.9%−9.3%16.3%$7.7B2.0

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.22%+12.8%+14.5%+16.3%+6.7%−8.8%15.8%$124B2.1

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

End-of-day Nov 12, 2026 · returns include dividends · since: FNX 2007 · IJS 2000 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

First Trust Mid Cap Core AlphaDEX Fund · $1.4B$14,156

FNX

IJS

iShares S&P Small-Cap 600 Value ETF · $7.7B$13,344

$10,000 five years ago, dividends reinvested · they hold 15.7% in common

FNXMeasure

More Ways to See the Pairs

FNX vs IJS: Top 5 Holdings

Today

FNX

2.6%in top 5

IJS

in top 54.8%

FNXStockIJS

not top 5MTCH1.0%

not top 5PAYC1.0%

not top 5VSXY0.9%

not top 5JXN0.9%

0.5%EPAM

Cost, Income and Risk

Fees: FNX, IJS, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

IJS0.18%$18

FNX0.62%$62

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: FNX, IJS, IJH

1Y

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

IJS

+13.0%Year to dateJan 1 → Nov 12+18.1%

+15.1%1 yearTotal return+20.1%

+17.6%3 years · per year$10,000 became $16,256 · $15,911+16.7%

+7.2%5 years · per year$10,000 became $14,156 · $13,344+5.9%

0.62%Expense ratio$62 · $18 a year on $10k · lower is better0.18%

0.98%Trailing 12-mo yield$98 · $139 a year on $10k1.39%

−9.2%Worst dropSmaller is better−9.3%

15.5%VolatilityLower is calmer16.3%

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

4–4Level

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.9%

0.6%ADTnot top 5

0.5%GKOSnot top 5

0.5%RRCnot top 5

0.5%Gnot top 5

Held in common15.7%

End-of-day Nov 12, 2026 · share of each fund

FNX vs IJS Returns, Every Period

5Y

First TrustFNX

+7.2%

5 years, per year

IJSiShares

+5.9%

5 years, per year

FNXIJSFaded: behind in that period

2–2Level

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

FNX vs IJS

YTD

First TrustFNX

+13.0%

IJSiShares

+18.1%

+13.0%Year to date+18.1%

−9.2%Worst drop · 1Y−9.3%

15.5%Volatility · 1Y16.3%

1.0%Yield1.4%

$1.4BAssets$7.7B

2–2level

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1.39%highest, IJS

FundTrailing yieldYield$10k

IJS1.39%$139

IJH1.22%$122

FNX0.98%$98

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

Income After Fees on $10,000

1Y

$121most kept, IJS

IJS$139 − $18 = $121

IJH$122 − $5 = $117

FNX$98 − $62 = $36

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: FNX, IJS, IJH

Today

39.0%most shared, FNX and IJH

FNXIJSIJH

FNX—15.7%39.0%

IJS15.7%—0.0%

IJH39.0%0.0%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+20.1%IJS, at 16.3% volatility

FNXWorst drop−9.2%15.5% vol

IJHWorst drop−8.8%15.8% vol

IJSWorst drop−9.3%16.3% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

IJSFNX

+18.1%Year to date+13.0%

1.4%Yield1.0%

+20.1%Past year+15.1%

0.18%Fee0.62%

4–0IJS wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$186BAssets$806B

1–0SPYM wins

End-of-day Nov 12, 2026

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FNX, IJS and IJH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three