Compare · 2 funds side by side · dividends reinvested

FNY and IJH

FNYFirst Trust×IJHiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,830IJH · best of the two

02 / 04

FNY and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.26%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$121B1.1

First Trust Mid Cap Growth AlphaDEX FundUS Stock Styles · Mid cap0.73%0.00%+4.8%+3.7%+19.4%+4.9%−14.9%21.7%$557M1.9

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

End-of-day Nov 6, 2026 · returns include dividends · since: FNY 2011 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Mid Cap Growth AlphaDEX Fund · $557M$12,696

FNY

IJH

iShares Core S&P Mid-Cap ETF · $121B$13,830

$10,000 five years ago, dividends reinvested · they hold 22.0% in common

FNYMeasureIJH

+4.8%Year to dateJan 1 → Nov 6+9.5%

+3.7%1 yearTotal return+12.9%

+19.4%3 years · per year$10,000 became $17,023 · $15,806+16.5%

+4.9%5 years · per year$10,000 became $12,696 · $13,830+6.7%

0.73%Expense ratio$73 · $5 a year on $10k · lower is better0.05%

0.00%Trailing 12-mo yield$0 · $126 a year on $10k1.26%

−14.9%Worst dropSmaller is better−8.8%

21.7%VolatilityLower is calmer15.5%

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

1–7IJH wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FNY vs IJH: Top 5 Holdings

Today

FNY

4.8%in top 5

IJH

in top 53.5%

FNYStockIJH

1.0%GKOSnot top 5

0.9%CONnot top 5

0.9%PACSnot top 5

0.9%VSXYnot top 5

0.9%HNGEnot top 5

not top 5UTHR0.7%

not top 5FTI0.7%

not top 5USFD0.7%

not top 5THC0.7%

not top 5ATI0.7%

Held in common22.0%

End-of-day Nov 6, 2026 · share of each fund

FNY vs IJH Returns, Every Period

First TrustFNY

+4.9%

5 years, per year

IJHiShares

+6.7%

5 years, per year

FNYIJHFaded: behind in that period

1–3IJH wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

FNY vs IJH

YTD

First TrustFNY

+4.8%

IJHiShares

+9.5%

+4.8%Year to date+9.5%

−14.9%Worst drop · 1Y−8.8%

21.7%Volatility · 1Y15.5%

0.0%Yield1.3%

$557MAssets$121B

4–0IJH wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FNY, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

FNY0.73%$73

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: FNY, IJH

1.26%highest, IJH

FundTrailing yieldYield$10k

IJH1.26%$126

FNY0.00%$0

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$121most kept, IJH

IJH$126 − $5 = $121

FNY$0 − $73 = −$73

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: FNY, IJH

Today

22.0%most shared, FNY and IJH

FNYIJH

FNY—22.0%

IJH22.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+12.9%IJH, at 15.5% volatility

IJHWorst drop−8.8%15.5% vol

FNYWorst drop−14.9%21.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IJHFNY

+9.5%Year to date+4.8%

1.3%Yield0.0%

+12.9%Past year+3.7%

0.05%Fee0.73%

4–0IJH wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026