Compare · 2 funds side by side · dividends reinvested

FYC and IWM

FYCFirst Trust×IWMiShares×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,466FYC · best of the two

02 / 04

FYC and IWM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Small Cap Growth AlphaDEX FundUS Stock Styles · Small cap0.70%0.11%+18.2%+19.7%+30.7%+9.1%−13.5%21.2%$1.3B1.5

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.98%+14.4%+14.8%+21.3%+5.5%−11.1%18.1%$75.8B1.5

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: FYC 2011 · IWM 2000

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Small Cap Growth AlphaDEX Fund · $1.3B$15,466

FYC

IWM

iShares Russell 2000 ETF · $75.8B$13,064

$10,000 five years ago, dividends reinvested · they hold 17.5% in common

FYCMeasureIWM

+18.2%Year to dateJan 1 → Nov 3+14.4%

+19.7%1 yearTotal return+14.8%

+30.7%3 years · per year$10,000 became $22,307 · $17,832+21.3%

+9.1%5 years · per year$10,000 became $15,466 · $13,064+5.5%

0.70%Expense ratio$70 · $19 a year on $10k · lower is better0.19%

0.11%Trailing 12-mo yield$11 · $98 a year on $10k0.98%

−13.5%Worst dropSmaller is better−11.1%

21.2%VolatilityLower is calmer18.1%

FYCIWM 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

FYC vs IWM: Top 5 Holdings

Today

FYC

4.2%in top 5

IWM

in top 51.9%

FYCStockIWM

0.9%APPNnot top 5

0.9%CDNAnot top 5

0.8%STGWnot top 5

0.8%SLDEnot top 5

0.8%AMPLnot top 5

not top 5GKOS0.5%

not top 5BTSG0.4%

not top 5FROG0.3%

not top 5TWST0.3%

not top 5MOG-A0.3%

Held in common17.5%

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

FYC vs IWM Returns, Every Period

First TrustFYC

+9.1%

5 years, per year

IWMiShares

+5.5%

5 years, per year

FYCIWMFaded: behind in that period

4–0FYC wins

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

FYC vs IWM

YTD

First TrustFYC

+18.2%

IWMiShares

+14.4%

+18.2%Year to date+14.4%

−13.5%Worst drop · 1Y−11.1%

21.2%Volatility · 1Y18.1%

0.1%Yield1.0%

$1.3BAssets$75.8B

3–1IWM wins

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

Cost, Income and Risk

Fees: FYC, IWM

Today

0.19%lowest, IWM

FundExpense ratioFee$10k

IWM0.19%$19

FYC0.70%$70

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

Yields: FYC, IWM

0.98%highest, IWM

FundTrailing yieldYield$10k

IWM0.98%$98

FYC0.11%$11

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

Income After Fees on $10,000

$79most kept, IWM

IWM$98 − $19 = $79

FYC$11 − $70 = −$59

KeptFee

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

Overlap: FYC, IWM

Today

17.5%most shared, FYC and IWM

FYCIWM

FYC—17.5%

IWM17.5%—

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

Return vs Bumpiness: 2 ETFs

+19.7%FYC, at 21.2% volatility

IWMWorst drop−11.1%18.1% vol

FYCWorst drop−13.5%21.2% vol

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

Paid More vs Made More

YTD

IWMFYC

+14.4%Year to date+18.2%

1.0%Yield0.1%

+14.8%Past year+19.7%

0.19%Fee0.70%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

IWM vs VB

YTD

iSharesIWM

+14.4%

VBVanguard

+14.4%

+14.4%Year to date+14.4%

1.0%Yield1.2%

$75.8BAssets$76.9B

1–0VB wins

End-of-day Nov 3, 2026

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