Compare · 2 funds side by side · dividends reinvested

FNX and MDY

FNXFirst Trust×MDYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,034FNX · best of the two

02 / 04

FNX and MDY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Mid Cap Core AlphaDEX FundUS Stock Styles · Mid cap0.62%0.96%+15.0%+17.1%+20.2%+8.5%−9.2%15.1%$1.4B1.5

State Street SPDR S&P MIDCAP 400 ETF TrustUS Stock Styles · Mid cap0.23%1.03%+13.6%+16.0%+18.0%+7.6%−8.8%14.9%$26.1B1.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: FNX 2007 · MDY 1995

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Mid Cap Core AlphaDEX Fund · $1.4B$15,034

FNX

MDY

State Street SPDR S&P MIDCAP 400 ETF Trust · $26.1B$14,436

$10,000 five years ago, dividends reinvested · they hold 38.6% in common

FNXMeasureMDY

+15.0%Year to dateJan 1 → Nov 4+13.6%

+17.1%1 yearTotal return+16.0%

+20.2%3 years · per year$10,000 became $17,361 · $16,442+18.0%

+8.5%5 years · per year$10,000 became $15,034 · $14,436+7.6%

0.62%Expense ratio$62 · $23 a year on $10k · lower is better0.23%

0.96%Trailing 12-mo yield$96 · $103 a year on $10k1.03%

−9.2%Worst dropSmaller is better−8.8%

15.1%VolatilityLower is calmer14.9%

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

4–4Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FNX vs MDY: Top 5 Holdings

Today

FNX

2.5%in top 5

MDY

in top 53.8%

FNXStockMDY

not top 5OKTA0.9%

not top 5FTI0.8%

not top 5CASH_USD0.7%

not top 5UTHR0.7%

not top 5ATI0.7%

0.6%ADTnot top 5

0.5%RRCnot top 5

0.5%GKOSnot top 5

0.5%EPAMnot top 5

0.4%Gnot top 5

Held in common38.6%

End-of-day Nov 4, 2026 · share of each fund

FNX vs MDY Returns, Every Period

First TrustFNX

+8.5%

5 years, per year

MDYSPDR

+7.6%

5 years, per year

FNXMDYFaded: behind in that period

4–0FNX wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

FNX vs MDY

YTD

First TrustFNX

+15.0%

MDYSPDR

+13.6%

+15.0%Year to date+13.6%

−9.2%Worst drop · 1Y−8.8%

15.1%Volatility · 1Y14.9%

1.0%Yield1.0%

$1.4BAssets$26.1B

2–1MDY wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FNX, MDY

Today

0.23%lowest, MDY

FundExpense ratioFee$10k

MDY0.23%$23

FNX0.62%$62

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: FNX, MDY

1.03%highest, MDY

FundTrailing yieldYield$10k

MDY1.03%$103

FNX0.96%$96

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$80most kept, MDY

MDY$103 − $23 = $80

FNX$96 − $62 = $34

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: FNX, MDY

Today

38.6%most shared, FNX and MDY

FNXMDY

FNX—38.6%

MDY38.6%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+17.1%FNX, at 15.1% volatility

MDYWorst drop−8.8%14.9% vol

FNXWorst drop−9.2%15.1% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

MDYFNX

+13.6%Year to date+15.0%

1.0%Yield1.0%

+16.0%Past year+17.1%

0.23%Fee0.62%

2–1FNX wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026