Compare · 2 funds side by side · dividends reinvested

FRTY and IWR

FRTYAlger×IWRiShares×

Versus in desk

02 / 04

IWD−0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,067IWR · best of the two

Story of the two · IncomeMost incomeIWR · 1.15% · $115 a year on $10k

Story of the two · RiskSmallest drop

FRTY and IWR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell Mid-Cap ETFUS Stock Styles · Mid cap0.18%1.15%+15.8%+16.1%+18.8%+7.1%−8.2%14.1%$59.3B1.1

Alger Mid Cap 40 ETFUS Stock Styles · Mid cap0.60%0.20%−1.0%−2.8%+19.7%−2.3%−19.0%28.8%$135M1.9

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

End-of-day Nov 12, 2026 · returns include dividends · since: FRTY 2021 · IWR 2001

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Alger Mid Cap 40 ETF · $135M$8,917

FRTY

IWR

iShares Russell Mid-Cap ETF · $59.3B$14,067

$10,000 five years ago, dividends reinvested · they hold 6.4% in common

FRTYMeasureIWR

−1.0%

More Ways to See the Pairs

FRTY vs IWR: Top 5 Holdings

Today

FRTY

23.7%in top 5

IWR

in top 53.7%

FRTYStockIWR

5.8%FWONKnot top 5

4.8%RGENnot top 5

4.7%SNPSnot top 5

4.2%MPWRnot top 5

4.2%NET

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 12, 2026 · fee on $10,000 a year

Yields: FRTY, IWR

1Y

1.15%highest, IWR

FundTrailing yieldYield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

Year to date

Jan 1 → Nov 12

+15.8%

−2.8%1 yearTotal return+16.1%

+19.7%3 years · per year$10,000 became $17,152 · $16,780+18.8%

−2.3%5 years · per year$10,000 became $8,917 · $14,067+7.1%

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

0.20%Trailing 12-mo yield$20 · $115 a year on $10k1.15%

−19.0%Worst dropSmaller is better−8.2%

28.8%VolatilityLower is calmer14.1%

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

1–7IWR wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.7%

not top 5MPC0.9%

not top 5PSX0.7%

not top 5SNOW0.7%

not top 5MRNA0.7%

Held in common6.4%

End-of-day Nov 12, 2026 · share of each fund

FRTY vs IWR Returns, Every Period

5Y

AlgerFRTY

−2.3%

5 years, per year

IWRiShares

+7.1%

5 years, per year

FRTYIWRFaded: behind in that period

1–3IWR wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

FRTY vs IWR

YTD

AlgerFRTY

−1.0%

IWRiShares

+15.8%

−1.0%Year to date+15.8%

−19.0%Worst drop · 1Y−8.2%

28.8%Volatility · 1Y14.1%

0.2%Yield1.2%

$135MAssets$59.3B

4–0IWR wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

$10k

IWR1.15%$115

FRTY0.20%$20

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

Income After Fees on $10,000

1Y

$97most kept, IWR

IWR$115 − $18 = $97

FRTY$20 − $60 = −$40

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: FRTY, IWR

Today

6.4%most shared, FRTY and IWR

FRTYIWR

FRTY—6.4%

IWR6.4%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+16.1%IWR, at 14.1% volatility

IWRWorst drop−8.2%14.1% vol

FRTYWorst drop−19.0%28.8% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

IWRFRTY

+15.8%Year to date−1.0%

1.2%Yield0.2%

+16.1%Past year−2.8%

0.18%Fee0.60%

4–0IWR wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

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FRTY and IWR

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two