Compare · 3 funds side by side · dividends reinvested

FXL, IJS and IJH

FXLFirst Trust×IJSiShares×IJHiShares×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,683FXL · best of the three

Story of the three · IncomeMost incomeIJS · 1.38% · $138 a year on $10k

Story of the three · RiskSmallest drop

FXL, IJS and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares S&P Small-Cap 600 Value ETFUS Stock Styles · Small cap0.18%1.38%+19.3%+22.0%+16.9%+6.0%−9.3%16.2%$7.7B1.9

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.21%+14.2%+15.9%+16.7%+6.9%−8.8%15.7%$124B2.0

First Trust Technology AlphaDEX FundSectors · Technology0.60%0.00%+24.5%+21.3%+24.1%+9.4%−15.3%28.0%$2.6B2.1

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 11, 2026 · returns include dividends · since: FXL 2007 · IJS 2000 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

First Trust Technology AlphaDEX Fund · $2.6B$15,683

FXL

IJS

iShares S&P Small-Cap 600 Value ETF · $7.7B$13,404

$10,000 five years ago, dividends reinvested · they hold 2.1% in common

FXLMeasure

More Ways to See the Pairs

FXL vs IJS: Top 5 Holdings

Today

FXL

10.1%in top 5

IJS

in top 54.8%

FXLStockIJS

2.5%EPAM0.9%

2.0%NIQnot top 5

1.9%MBGLnot top 5

1.9%CTSHnot top 5

1.8%PTC

Cost, Income and Risk

Fees: FXL, IJS, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

IJS0.18%$18

FXL0.60%$60

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: FXL, IJS, IJH

1Y

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

IJS

+24.5%Year to dateJan 1 → Nov 11+19.3%

+21.3%1 yearTotal return+22.0%

+24.1%3 years · per year$10,000 became $19,106 · $15,965+16.9%

+9.4%5 years · per year$10,000 became $15,683 · $13,404+6.0%

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

0.00%Trailing 12-mo yield$0 · $138 a year on $10k1.38%

−15.3%Worst dropSmaller is better−9.3%

28.0%VolatilityLower is calmer16.2%

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

3–5IJS wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5

not top 5MTCH1.0%

not top 5PAYC1.0%

not top 5VSXY0.9%

not top 5JXN0.9%

Held in common2.1%

End-of-day Nov 11, 2026 · share of each fund

FXL vs IJS Returns, Every Period

5Y

First TrustFXL

+9.4%

5 years, per year

IJSiShares

+6.0%

5 years, per year

FXLIJSFaded: behind in that period

3–1FXL wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Sector vs Stocks: FXL vs IJS

YTD

First TrustFXL

+24.5%

IJSiShares

+19.3%

+24.5%Year to date+19.3%

−15.3%Worst drop · 1Y−9.3%

28.0%Volatility · 1Y16.2%

0.0%Yield1.4%

$2.6BAssets$7.7B

3–1IJS wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1.38%highest, IJS

FundTrailing yieldYield$10k

IJS1.38%$138

IJH1.21%$121

FXL0.00%$0

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$120most kept, IJS

IJS$138 − $18 = $120

IJH$121 − $5 = $116

FXL$0 − $60 = −$60

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: FXL, IJS, IJH

Today

8.2%most shared, FXL and IJH

FXLIJSIJH

FXL—2.1%8.2%

IJS2.1%—0.0%

IJH8.2%0.0%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+22.0%IJS, at 16.2% volatility

IJHWorst drop−8.8%15.7% vol

IJSWorst drop−9.3%16.2% vol

FXLWorst drop−15.3%28.0% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

IJSFXL

+19.3%Year to date+24.5%

1.4%Yield0.0%

+22.0%Past year+21.3%

0.18%Fee0.60%

3–1IJS wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 11, 2026

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FXL, IJS and IJH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three