Compare · 3 funds side by side · dividends reinvested

FNX, IWR and VUG

FNXFirst Trust×IWRiShares×VUGVanguard×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,557VUG · best of the three

Story of the three · IncomeMost incomeIWR · 1.14% · $114 a year on $10k

Story of the three · RiskSmallest drop

FNX, IWR and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell Mid-Cap ETFUS Stock Styles · Mid cap0.18%1.14%+17.0%+17.6%+19.3%+7.3%−8.2%14.0%$58.7B1.5

First Trust Mid Cap Core AlphaDEX FundUS Stock Styles · Mid cap0.62%0.97%+14.4%+16.5%+17.9%+7.3%−9.2%15.5%$1.4B2.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+5.1%+3.6%+22.6%+10.6%−15.1%19.1%$233B2.3

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

End-of-day Nov 11, 2026 · returns include dividends · since: FNX 2007 · IWR 2001 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

First Trust Mid Cap Core AlphaDEX Fund · $1.4B$14,243

FNX

IWR

iShares Russell Mid-Cap ETF · $58.7B$14,198

$10,000 five years ago, dividends reinvested · they hold 18.2% in common

FNXMeasure

More Ways to See the Pairs

FNX vs IWR: Top 5 Holdings

Today

FNX

2.6%in top 5

IWR

in top 53.7%

FNXStockIWR

not top 5MPC0.8%

not top 5PSX0.7%

not top 5SNOW0.7%

not top 5NET0.7%

not top 5MRNA0.7%

Cost, Income and Risk

Fees: FNX, IWR, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWR0.18%$18

FNX0.62%$62

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: FNX, IWR, VUG

1Y

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

+5.1%Year to date+5.9%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

IWR

+14.4%Year to dateJan 1 → Nov 11+17.0%

+16.5%1 yearTotal return+17.6%

+17.9%3 years · per year$10,000 became $16,381 · $16,967+19.3%

+7.3%5 years · per year$10,000 became $14,243 · $14,198+7.3%

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

0.97%Trailing 12-mo yield$97 · $114 a year on $10k1.14%

−9.2%Worst dropSmaller is better−8.2%

15.5%VolatilityLower is calmer14.0%

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

0–7IWR wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.6%ADTnot top 5

0.5%EPAMnot top 5

0.5%GKOSnot top 5

0.5%RRCnot top 5

0.5%Gnot top 5

Held in common18.2%

End-of-day Nov 11, 2026 · share of each fund

FNX vs IWR Returns, Every Period

5Y

First TrustFNX

+7.3%

5 years, per year

IWRiShares

+7.3%

5 years, per year

FNXIWRFaded: behind in that period

0–3IWR wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

FNX vs IWR

YTD

First TrustFNX

+14.4%

IWRiShares

+17.0%

+14.4%Year to date+17.0%

−9.2%Worst drop · 1Y−8.2%

15.5%Volatility · 1Y14.0%

1.0%Yield1.1%

$1.4BAssets$58.7B

4–0IWR wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1.14%highest, IWR

FundTrailing yieldYield$10k

IWR1.14%$114

FNX0.97%$97

VUG0.41%$41

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$96most kept, IWR

IWR$114 − $18 = $96

VUG$41 − $3 = $38

FNX$97 − $62 = $35

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: FNX, IWR, VUG

Today

18.2%most shared, FNX and IWR

FNXIWRVUG

FNX—18.2%0.1%

IWR18.2%—7.0%

VUG0.1%7.0%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+17.6%IWR, at 14.0% volatility

IWRWorst drop−8.2%14.0% vol

FNXWorst drop−9.2%15.5% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

IWRFNX

+17.0%Year to date+14.4%

1.1%Yield1.0%

+17.6%Past year+16.5%

0.18%Fee0.62%

4–0IWR wins

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

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FNX, IWR and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three