Compare · 3 funds side by side · dividends reinvested

FXL, IJS and VTV

FXLFirst Trust×IJSiShares×VTVVanguard×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,885VTV · best of the three

Story of the three · IncomeMost incomeVTV · 1.82% · $182 a year on $10k

Story of the three · RiskSmallest drop

FXL, IJS and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.82%+21.7%+24.0%+21.2%+12.3%−6.4%10.8%$184B1.3

First Trust Technology AlphaDEX FundSectors · Technology0.60%0.00%+23.9%+22.3%+23.3%+9.1%−15.3%28.0%$2.6B2.3

iShares S&P Small-Cap 600 Value ETFUS Stock Styles · Small cap0.18%1.39%+18.1%+20.1%+16.7%+5.9%−9.3%16.3%$7.8B2.5

Rank among the three1st → 3rdFee, 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: FXL 2007 · IJS 2000 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

First Trust Technology AlphaDEX Fund · $2.6B$15,443

FXL

IJS

iShares S&P Small-Cap 600 Value ETF · $7.8B$13,344

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

FXLMeasure

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FXL vs IJS: Top 5 Holdings

Today

FXL

9.8%in top 5

IJS

in top 54.8%

FXLStockIJS

2.4%EPAM0.9%

2.0%NIQnot top 5

1.9%MBGLnot top 5

1.8%CTSHnot top 5

1.8%PTC

Cost, Income and Risk

Fees: FXL, IJS, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

IJS0.18%$18

FXL0.60%$60

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: FXL, IJS, VTV

1Y

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+21.7%

SCHVSchwab

+19.2%

+21.7%Year to date+19.2%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

IJS

+23.9%Year to dateJan 1 → Nov 12+18.1%

+22.3%1 yearTotal return+20.1%

+23.3%3 years · per year$10,000 became $18,744 · $15,911+16.7%

+9.1%5 years · per year$10,000 became $15,443 · $13,344+5.9%

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

0.00%Trailing 12-mo yield$0 · $139 a year on $10k1.39%

−15.3%Worst dropSmaller is better−9.3%

28.0%VolatilityLower is calmer16.3%

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

4–4Level

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

FXL vs IJS Returns, Every Period

5Y

First TrustFXL

+9.1%

5 years, per year

IJSiShares

+5.9%

5 years, per year

FXLIJSFaded: behind in that period

4–0FXL wins

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

Sector vs Stocks: FXL vs VTV

YTD

First TrustFXL

+23.9%

VTVVanguard

+21.7%

+23.9%Year to date+21.7%

−15.3%Worst drop · 1Y−6.4%

28.0%Volatility · 1Y10.8%

0.0%Yield1.8%

$2.6BAssets$184B

3–1VTV wins

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

1.82%highest, VTV

FundTrailing yieldYield$10k

VTV1.82%$182

IJS1.39%$139

FXL0.00%$0

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

Income After Fees on $10,000

1Y

$179most kept, VTV

VTV$182 − $3 = $179

IJS$139 − $18 = $121

FXL$0 − $60 = −$60

KeptFee

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

Overlap: FXL, IJS, VTV

Today

5.3%most shared, FXL and VTV

FXLIJSVTV

FXL—2.1%5.3%

IJS2.1%—0.0%

VTV5.3%0.0%—

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

Return vs Bumpiness: 3 ETFs

1Y

+24.0%VTV, at 10.8% volatility

VTVWorst drop−6.4%10.8% vol

IJSWorst drop−9.3%16.3% vol

FXLWorst drop−15.3%28.0% vol

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

Paid More vs Made More

YTD

VTVFXL

+21.7%Year to date+23.9%

1.8%Yield0.0%

+24.0%Past year+22.3%

0.03%Fee0.60%

3–1VTV wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD 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

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FXL, IJS and VTV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three