Compare · 2 funds side by side · dividends reinvested

FXH and IXJ

FXHFirst Trust×IXJiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,393IXJ · best of the two

02 / 04

FXH and IXJ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Global Healthcare ETFSectors · Health care0.38%1.25%+19.7%+28.6%+15.2%+7.6%−10.8%16.1%$4.6B1.4

First Trust Health Care AlphaDEX FundSectors · Health care0.61%0.51%+26.8%+29.8%+17.6%+4.4%−12.2%16.4%$1.2B1.6

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: FXH 2007 · IXJ 2001

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Health Care AlphaDEX Fund · $1.2B$12,399

FXH

IXJ

iShares Global Healthcare ETF · $4.6B$14,393

$10,000 five years ago, dividends reinvested · they hold 25.7% in common

FXHMeasureIXJ

+26.8%Year to dateJan 1 → Nov 4+19.7%

+29.8%1 yearTotal return+28.6%

+17.6%3 years · per year$10,000 became $16,244 · $15,304+15.2%

+4.4%5 years · per year$10,000 became $12,399 · $14,393+7.6%

0.61%Expense ratio$61 · $38 a year on $10k · lower is better0.38%

0.51%Trailing 12-mo yield$51 · $125 a year on $10k1.25%

−12.2%Worst dropSmaller is better−10.8%

16.4%VolatilityLower is calmer16.1%

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

3–5IXJ wins

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

More Ways to See the Pairs

FXH vs IXJ: Top 5 Holdings

Today

FXH

12.4%in top 5

IXJ

in top 531.6%

FXHStockIXJ

not top 5LLY11.6%

not top 5JNJ6.6%

not top 5ABBV5.2%

not top 5UNH4.1%

not top 5MRK4.0%

2.6%HALOnot top 5

2.5%ZBHnot top 5

2.4%CInot top 5

2.4%CNCnot top 5

2.4%CAInot top 5

Held in common25.7%

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

FXH vs IXJ Returns, Every Period

First TrustFXH

+4.4%

5 years, per year

IXJiShares

+7.6%

5 years, per year

FXHIXJFaded: behind in that period

3–1FXH wins

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

FXH vs IXJ

YTD

First TrustFXH

+26.8%

IXJiShares

+19.7%

+26.8%Year to date+19.7%

−12.2%Worst drop · 1Y−10.8%

16.4%Volatility · 1Y16.1%

0.5%Yield1.2%

$1.2BAssets$4.6B

3–1IXJ wins

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

Cost, Income and Risk

Fees: FXH, IXJ

Today

0.38%lowest, IXJ

FundExpense ratioFee$10k

IXJ0.38%$38

FXH0.61%$61

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

Yields: FXH, IXJ

1.25%highest, IXJ

FundTrailing yieldYield$10k

IXJ1.25%$125

FXH0.51%$51

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

Income After Fees on $10,000

$87most kept, IXJ

IXJ$125 − $38 = $87

FXH$51 − $61 = −$10

KeptFee

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

Overlap: FXH, IXJ

Today

25.7%most shared, FXH and IXJ

FXHIXJ

FXH—25.7%

IXJ25.7%—

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

Return vs Bumpiness: 2 ETFs

+29.8%FXH, at 16.4% volatility

IXJWorst drop−10.8%16.1% vol

FXHWorst drop−12.2%16.4% vol

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

Paid More vs Made More

YTD

IXJFXH

+19.7%Year to date+26.8%

1.2%Yield0.5%

+28.6%Past year+29.8%

0.38%Fee0.61%

2–2level

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