Compare · 2 funds side by side · dividends reinvested

FYC and IJH

FYCFirst Trust×IJHiShares×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,958FYC · best of the two

02 / 04

FYC and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Small Cap Growth AlphaDEX FundUS Stock Styles · Small cap0.70%0.12%+14.4%+18.6%+28.5%+8.4%−13.7%21.7%$1.3B1.5

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.26%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$125B1.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: FYC 2011 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Small Cap Growth AlphaDEX Fund · $1.3B$14,958

FYC

IJH

iShares Core S&P Mid-Cap ETF · $125B$13,830

$10,000 five years ago, dividends reinvested · they hold 0.8% in common

FYCMeasureIJH

+14.4%Year to dateJan 1 → Nov 5+9.5%

+18.6%1 yearTotal return+12.9%

+28.5%3 years · per year$10,000 became $21,221 · $15,806+16.5%

+8.4%5 years · per year$10,000 became $14,958 · $13,830+6.7%

0.70%Expense ratio$70 · $5 a year on $10k · lower is better0.05%

0.12%Trailing 12-mo yield$12 · $126 a year on $10k1.26%

−13.7%Worst dropSmaller is better−8.8%

21.7%VolatilityLower is calmer15.5%

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

4–4Level

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

More Ways to See the Pairs

FYC vs IJH: Top 5 Holdings

Today

FYC

4.2%in top 5

IJH

in top 53.5%

FYCStockIJH

0.9%APPNnot top 5

0.9%STGWnot top 5

0.8%CDNAnot top 5

0.8%FIGSnot top 5

0.8%FAnot top 5

not top 5UTHR0.8%

not top 5FTI0.7%

not top 5ATI0.7%

not top 5USFD0.7%

not top 5THC0.7%

Held in common0.8%

End-of-day Nov 5, 2026 · share of each fund

FYC vs IJH Returns, Every Period

First TrustFYC

+8.4%

5 years, per year

IJHiShares

+6.7%

5 years, per year

FYCIJHFaded: behind in that period

4–0FYC wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

FYC vs IJH

YTD

First TrustFYC

+14.4%

IJHiShares

+9.5%

+14.4%Year to date+9.5%

−13.7%Worst drop · 1Y−8.8%

21.7%Volatility · 1Y15.5%

0.1%Yield1.3%

$1.3BAssets$125B

3–1IJH wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FYC, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

FYC0.70%$70

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: FYC, IJH

1.26%highest, IJH

FundTrailing yieldYield$10k

IJH1.26%$126

FYC0.12%$12

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$121most kept, IJH

IJH$126 − $5 = $121

FYC$12 − $70 = −$58

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: FYC, IJH

Today

0.8%most shared, FYC and IJH

FYCIJH

FYC—0.8%

IJH0.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+18.6%FYC, at 21.7% volatility

IJHWorst drop−8.8%15.5% vol

FYCWorst drop−13.7%21.7% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

IJHFYC

+9.5%Year to date+14.4%

1.3%Yield0.1%

+12.9%Past year+18.6%

0.05%Fee0.70%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026