Compare · 2 funds side by side · dividends reinvested

FRTY and IWR

FRTYAlger×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

FRTY 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

Alger Mid Cap 40 ETFUS Stock Styles · Mid cap0.60%0.19%+1.3%−5.9%+23.0%−0.8%−18.2%28.5%$139M1.9

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: FRTY 2021 · IWR 2001

Head to Head

Swap sides Versus in desk

Head to Head

Alger Mid Cap 40 ETF · $139M$9,587

FRTY

IWR

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

$10,000 five years ago, dividends reinvested · they hold 6.7% in common

FRTYMeasureIWR

+1.3%Year to dateJan 1 → Nov 4+16.9%

−5.9%1 yearTotal return+18.2%

+23.0%3 years · per year$10,000 became $18,629 · $17,790+21.2%

−0.8%5 years · per year$10,000 became $9,587 · $14,596+7.9%

0.60%Expense ratio$60 · $18 a year on $10k · lower is better0.18%

0.19%Trailing 12-mo yield$19 · $114 a year on $10k1.14%

−18.2%Worst dropSmaller is better−8.2%

28.5%VolatilityLower is calmer13.4%

FRTYIWR 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

FRTY vs IWR: Top 5 Holdings

Today

FRTY

22.4%in top 5

IWR

in top 53.7%

FRTYStockIWR

4.9%FWONKnot top 5

4.8%RGENnot top 5

4.5%SNPSnot top 5

4.5%TWSTnot top 5

3.7%HEI-Anot top 5

not top 5MPC0.9%

not top 5PSX0.8%

not top 5SNOW0.7%

not top 5NET0.6%

not top 5MRNA0.6%

Held in common6.7%

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

FRTY vs IWR Returns, Every Period

AlgerFRTY

−0.8%

5 years, per year

IWRiShares

+7.9%

5 years, per year

FRTYIWRFaded: behind in that period

1–3IWR wins

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

FRTY vs IWR

YTD

AlgerFRTY

+1.3%

IWRiShares

+16.9%

+1.3%Year to date+16.9%

−18.2%Worst drop · 1Y−8.2%

28.5%Volatility · 1Y13.4%

0.2%Yield1.1%

$139MAssets$58.2B

4–0IWR wins

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

Cost, Income and Risk

Fees: FRTY, IWR

Today

0.18%lowest, IWR

FundExpense ratioFee$10k

IWR0.18%$18

FRTY0.60%$60

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

Yields: FRTY, IWR

1.14%highest, IWR

FundTrailing yieldYield$10k

IWR1.14%$114

FRTY0.19%$19

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

Income After Fees on $10,000

$96most kept, IWR

IWR$114 − $18 = $96

FRTY$19 − $60 = −$41

KeptFee

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

Overlap: FRTY, IWR

Today

6.7%most shared, FRTY and IWR

FRTYIWR

FRTY—6.7%

IWR6.7%—

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

FRTYWorst drop−18.2%28.5% vol

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

Paid More vs Made More

YTD

IWRFRTY

+16.9%Year to date+1.3%

1.1%Yield0.2%

+18.2%Past year−5.9%

0.18%Fee0.60%

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