Compare · 2 funds side by side · dividends reinvested

FNX and IWR

FNXFirst Trust×IWRiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,519FNX · best of the two

02 / 04

FNX and IWR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell Mid-Cap ETFUS Stock Styles · Mid cap0.18%1.15%+15.6%+16.7%+21.0%+7.3%−8.2%13.4%$58.2B1.1

First Trust Mid Cap Core AlphaDEX FundUS Stock Styles · Mid cap0.62%0.98%+13.2%+15.0%+19.8%+7.7%−9.2%15.0%$1.4B1.9

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: FNX 2007 · IWR 2001

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Mid Cap Core AlphaDEX Fund · $1.4B$14,519

FNX

IWR

iShares Russell Mid-Cap ETF · $58.2B$14,220

$10,000 five years ago, dividends reinvested · they hold 18.1% in common

FNXMeasureIWR

+13.2%Year to dateJan 1 → Nov 3+15.6%

+15.0%1 yearTotal return+16.7%

+19.8%3 years · per year$10,000 became $17,172 · $17,698+21.0%

+7.7%5 years · per year$10,000 became $14,519 · $14,220+7.3%

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

0.98%Trailing 12-mo yield$98 · $115 a year on $10k1.15%

−9.2%Worst dropSmaller is better−8.2%

15.0%VolatilityLower is calmer13.4%

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

1–7IWR wins

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

More Ways to See the Pairs

FNX vs IWR: Top 5 Holdings

Today

FNX

2.5%in top 5

IWR

in top 53.8%

FNXStockIWR

not top 5MPC1.0%

not top 5PSX0.8%

not top 5SNOW0.8%

not top 5NET0.7%

not top 5MRNA0.6%

0.6%ADTnot top 5

0.5%RRCnot top 5

0.5%GKOSnot top 5

0.5%EPAMnot top 5

0.4%APAnot top 5

Held in common18.1%

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

FNX vs IWR Returns, Every Period

First TrustFNX

+7.7%

5 years, per year

IWRiShares

+7.3%

5 years, per year

FNXIWRFaded: behind in that period

1–3IWR wins

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

FNX vs IWR

YTD

First TrustFNX

+13.2%

IWRiShares

+15.6%

+13.2%Year to date+15.6%

−9.2%Worst drop · 1Y−8.2%

15.0%Volatility · 1Y13.4%

1.0%Yield1.2%

$1.4BAssets$58.2B

4–0IWR wins

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

Cost, Income and Risk

Fees: FNX, IWR

Today

0.18%lowest, IWR

FundExpense ratioFee$10k

IWR0.18%$18

FNX0.62%$62

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

Yields: FNX, IWR

1.15%highest, IWR

FundTrailing yieldYield$10k

IWR1.15%$115

FNX0.98%$98

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

Income After Fees on $10,000

$97most kept, IWR

IWR$115 − $18 = $97

FNX$98 − $62 = $36

KeptFee

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

Overlap: FNX, IWR

Today

18.1%most shared, FNX and IWR

FNXIWR

FNX—18.1%

IWR18.1%—

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

Return vs Bumpiness: 2 ETFs

+16.7%IWR, at 13.4% volatility

IWRWorst drop−8.2%13.4% vol

FNXWorst drop−9.2%15.0% vol

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

Paid More vs Made More

YTD

IWRFNX

+15.6%Year to date+13.2%

1.2%Yield1.0%

+16.7%Past year+15.0%

0.18%Fee0.62%

4–0IWR 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