Compare · 2 funds side by side · dividends reinvested

FNY and IWR

FNYFirst Trust×IWRiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,596IWR · best of the two

02 / 04

FNY and IWR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell Mid-Cap ETFUS Stock Styles · Mid cap0.18%1.14%+16.9%+18.2%+21.2%+7.9%−8.2%13.4%$58.2B1.1

First Trust Mid Cap Growth AlphaDEX FundUS Stock Styles · Mid cap0.73%0.00%+9.1%+7.2%+21.6%+6.2%−13.5%21.2%$546M1.9

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

End-of-day Nov 4, 2026 · returns include dividends · since: FNY 2011 · IWR 2001

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Mid Cap Growth AlphaDEX Fund · $546M$13,492

FNY

IWR

iShares Russell Mid-Cap ETF · $58.2B$14,596

$10,000 five years ago, dividends reinvested · they hold 8.2% in common

FNYMeasureIWR

+9.1%Year to dateJan 1 → Nov 4+16.9%

+7.2%1 yearTotal return+18.2%

+21.6%3 years · per year$10,000 became $17,993 · $17,790+21.2%

+6.2%5 years · per year$10,000 became $13,491 · $14,596+7.9%

0.73%Expense ratio$73 · $18 a year on $10k · lower is better0.18%

0.00%Trailing 12-mo yield$0 · $114 a year on $10k1.14%

−13.5%Worst dropSmaller is better−8.2%

21.2%VolatilityLower is calmer13.4%

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

1–7IWR wins

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

More Ways to See the Pairs

FNY vs IWR: Top 5 Holdings

Today

FNY

4.6%in top 5

IWR

in top 53.7%

FNYStockIWR

1.1%GKOSnot top 5

0.9%EXELnot top 5

not top 5MPC0.9%

0.9%HNGEnot top 5

0.9%CRLnot top 5

0.9%RELYnot top 5

not top 5PSX0.8%

not top 5SNOW0.7%

not top 5NET0.6%

not top 5MRNA0.6%

Held in common8.2%

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

FNY vs IWR Returns, Every Period

First TrustFNY

+6.2%

5 years, per year

IWRiShares

+7.9%

5 years, per year

FNYIWRFaded: behind in that period

1–3IWR wins

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

FNY vs IWR

YTD

First TrustFNY

+9.1%

IWRiShares

+16.9%

+9.1%Year to date+16.9%

−13.5%Worst drop · 1Y−8.2%

21.2%Volatility · 1Y13.4%

0.0%Yield1.1%

$546MAssets$58.2B

4–0IWR wins

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

Cost, Income and Risk

Fees: FNY, IWR

Today

0.18%lowest, IWR

FundExpense ratioFee$10k

IWR0.18%$18

FNY0.73%$73

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

Yields: FNY, IWR

1.14%highest, IWR

FundTrailing yieldYield$10k

IWR1.14%$114

FNY0.00%$0

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

Income After Fees on $10,000

$96most kept, IWR

IWR$114 − $18 = $96

FNY$0 − $73 = −$73

KeptFee

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

Overlap: FNY, IWR

Today

8.2%most shared, FNY and IWR

FNYIWR

FNY—8.2%

IWR8.2%—

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

Return vs Bumpiness: 2 ETFs

+18.2%IWR, at 13.4% volatility

IWRWorst drop−8.2%13.4% vol

FNYWorst drop−13.5%21.2% vol

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

Paid More vs Made More

YTD

IWRFNY

+16.9%Year to date+9.1%

1.1%Yield0.0%

+18.2%Past year+7.2%

0.18%Fee0.73%

4–0IWR 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