Compare · 4 funds side by side · dividends reinvested

FNX, IJS, VO and IWF

FNXFirst Trust×IJSiShares×VOVanguard×IWFiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$15,892IWF · best of the four

02 / 04

FNX, IJS, VO and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+15.6%+18.8%+6.8%−8.2%13.1%$103B2.0

iShares S&P Small-Cap 600 Value ETFUS Stock Styles · Small cap0.18%1.38%+18.9%+24.5%+17.5%+6.4%−9.3%16.3%$7.8B2.4

First Trust Mid Cap Core AlphaDEX FundUS Stock Styles · Mid cap0.62%0.97%+14.1%+18.2%+18.3%+7.6%−9.2%15.5%$1.4B2.5

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$118B3.0

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: FNX 2007 · IJS 2000 · VO 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Mid Cap Core AlphaDEX Fund · $1.4B$14,422

FNX

IJS

iShares S&P Small-Cap 600 Value ETF · $7.8B$13,632

$10,000 five years ago, dividends reinvested · they hold 15.5% in common

FNXMeasureIJS

+14.1%Year to dateJan 1 → Nov 9+18.9%

+18.2%1 yearTotal return+24.5%

+18.3%3 years · per year$10,000 became $16,539 · $16,208+17.5%

+7.6%5 years · per year$10,000 became $14,422 · $13,632+6.4%

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

0.97%Trailing 12-mo yield$97 · $138 a year on $10k1.38%

−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 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FNX vs IJS: Top 5 Holdings

Today

FNX

2.5%in top 5

IJS

in top 54.8%

FNXStockIJS

not top 5PAYC1.0%

not top 5MTCH1.0%

not top 5VSXY0.9%

0.5%EPAM0.9%

not top 5JXN0.9%

0.6%ADTnot top 5

0.5%GKOSnot top 5

0.5%RRCnot top 5

0.5%Gnot top 5

Held in common15.5%

End-of-day Nov 9, 2026 · share of each fund

FNX vs IJS Returns, Every Period

First TrustFNX

+7.6%

5 years, per year

IJSiShares

+6.4%

5 years, per year

FNXIJSFaded: behind in that period

2–2Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

FNX vs IJS

YTD

First TrustFNX

+14.1%

IJSiShares

+18.9%

+14.1%Year to date+18.9%

−9.2%Worst drop · 1Y−9.3%

15.5%Volatility · 1Y16.3%

1.0%Yield1.4%

$1.4BAssets$7.8B

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FNX, IJS, VO, IWF

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IJS0.18%$18

IWF0.18%$18

FNX0.62%$62

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: FNX, IJS, VO, IWF

1.38%highest, IJS

FundTrailing yieldYield$10k

IJS1.38%$138

VO1.35%$135

FNX0.97%$97

IWF0.38%$38

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

IJS$138 − $18 = $120

FNX$97 − $62 = $35

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: FNX, IJS, VO, IWF

Today

15.5%most shared, FNX and IJS

FNXIJSVOIWF

FNX—15.5%0.1%1.2%

IJS15.5%—0.0%0.0%

VO0.1%0.0%—9.2%

IWF1.2%0.0%9.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+24.5%IJS, at 16.3% volatility

VOWorst drop−8.2%13.1% vol

FNXWorst drop−9.2%15.5% vol

IJSWorst drop−9.3%16.3% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

IJSFNX

+18.9%Year to date+14.1%

1.4%Yield1.0%

+24.5%Past year+18.2%

0.18%Fee0.62%

4–0IJS wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026