Compare · 2 funds side by side · dividends reinvested

FXR and IYT

FXRFirst Trust×IYTiShares×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,298FXR · best of the two

02 / 04

FXR and IYT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Industrials/Producer Durables AlphaDEX FundSectors · Industrials0.60%0.74%+12.2%+14.8%+19.6%+8.9%−13.7%19.3%$724M1.5

iShares U.S. Transportation ETFSectors · Industrials0.37%0.92%+11.8%+15.4%+17.4%+5.2%−12.6%20.1%$2.0B1.5

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

End-of-day Nov 3, 2026 · returns include dividends · since: FXR 2007 · IYT 2003

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Industrials/Producer Durables AlphaDEX Fund · $724M$15,298

FXR

IYT

iShares U.S. Transportation ETF · $2.0B$12,909

$10,000 five years ago, dividends reinvested · they hold 8.1% in common

FXRMeasureIYT

+12.2%Year to dateJan 1 → Nov 3+11.8%

+14.8%1 yearTotal return+15.4%

+19.6%3 years · per year$10,000 became $17,111 · $16,174+17.4%

+8.9%5 years · per year$10,000 became $15,298 · $12,909+5.2%

0.60%Expense ratio$60 · $37 a year on $10k · lower is better0.37%

0.74%Trailing 12-mo yield$74 · $92 a year on $10k0.92%

−13.7%Worst dropSmaller is better−12.6%

19.3%VolatilityLower is calmer20.1%

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

4–4Level

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

More Ways to See the Pairs

FXR vs IYT: Top 5 Holdings

Today

FXR

6.6%in top 5

IYT

in top 552.2%

FXRStockIYT

not top 5UNP18.7%

not top 5UBER13.8%

not top 5CSX10.0%

not top 5UPS4.9%

not top 5NSC4.8%

1.6%ADTnot top 5

1.3%TRUnot top 5

1.3%PNRnot top 5

1.2%Gnot top 5

1.2%AMTMnot top 5

Held in common8.1%

End-of-day Nov 3, 2026 · share of each fund

FXR vs IYT Returns, Every Period

First TrustFXR

+8.9%

5 years, per year

IYTiShares

+5.2%

5 years, per year

FXRIYTFaded: behind in that period

3–1FXR wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

FXR vs IYT

YTD

First TrustFXR

+12.2%

IYTiShares

+11.8%

+12.2%Year to date+11.8%

−13.7%Worst drop · 1Y−12.6%

19.3%Volatility · 1Y20.1%

0.7%Yield0.9%

$724MAssets$2.0B

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FXR, IYT

Today

0.37%lowest, IYT

FundExpense ratioFee$10k

IYT0.37%$37

FXR0.60%$60

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: FXR, IYT

0.92%highest, IYT

FundTrailing yieldYield$10k

IYT0.92%$92

FXR0.74%$74

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$55most kept, IYT

IYT$92 − $37 = $55

FXR$74 − $60 = $14

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: FXR, IYT

Today

8.1%most shared, FXR and IYT

FXRIYT

FXR—8.1%

IYT8.1%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+15.4%IYT, at 20.1% volatility

FXRWorst drop−13.7%19.3% vol

IYTWorst drop−12.6%20.1% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

IYTFXR

+11.8%Year to date+12.2%

0.9%Yield0.7%

+15.4%Past year+14.8%

0.37%Fee0.60%

3–1IYT wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026