Compare · 2 funds side by side · dividends reinvested

FYT and IJH

FYTFirst Trust×IJHiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,651FYT · best of the two

02 / 04

FYT and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Small Cap Value AlphaDEX FundUS Stock Styles · Small cap0.70%1.85%+24.9%+29.9%+17.9%+7.9%−8.6%16.4%$175M1.3

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.25%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$121B1.8

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

End-of-day Nov 6, 2026 · returns include dividends · since: FYT 2011 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Small Cap Value AlphaDEX Fund · $175M$14,651

FYT

IJH

iShares Core S&P Mid-Cap ETF · $121B$13,830

$10,000 five years ago, dividends reinvested · they hold 3.5% in common

FYTMeasureIJH

+24.9%Year to dateJan 1 → Nov 6+9.5%

+29.9%1 yearTotal return+12.9%

+17.9%3 years · per year$10,000 became $16,370 · $15,806+16.5%

+7.9%5 years · per year$10,000 became $14,651 · $13,830+6.7%

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

1.85%Trailing 12-mo yield$185 · $125 a year on $10k1.25%

−8.6%Worst dropSmaller is better−8.8%

16.4%VolatilityLower is calmer15.5%

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

6–2FYT wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FYT vs IJH: Top 5 Holdings

Today

FYT

4.1%in top 5

IJH

in top 53.5%

FYTStockIJH

0.9%ASOnot top 5

0.8%DXCnot top 5

0.8%HOGnot top 5

0.8%MMSnot top 5

0.8%KSSnot top 5

not top 5UTHR0.7%

not top 5FTI0.7%

not top 5USFD0.7%

not top 5THC0.7%

not top 5ATI0.7%

Held in common3.5%

End-of-day Nov 6, 2026 · share of each fund

FYT vs IJH Returns, Every Period

First TrustFYT

+7.9%

5 years, per year

IJHiShares

+6.7%

5 years, per year

FYTIJHFaded: behind in that period

4–0FYT wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

FYT vs IJH

YTD

First TrustFYT

+24.9%

IJHiShares

+9.5%

+24.9%Year to date+9.5%

−8.6%Worst drop · 1Y−8.8%

16.4%Volatility · 1Y15.5%

1.8%Yield1.3%

$175MAssets$121B

3–1FYT wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FYT, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

FYT0.70%$70

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: FYT, IJH

1.85%highest, FYT

FundTrailing yieldYield$10k

FYT1.85%$185

IJH1.25%$125

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$120most kept, IJH

IJH$125 − $5 = $120

FYT$185 − $70 = $115

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: FYT, IJH

Today

3.5%most shared, FYT and IJH

FYTIJH

FYT—3.5%

IJH3.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+29.9%FYT, at 16.4% volatility

IJHWorst drop−8.8%15.5% vol

FYTWorst drop−8.6%16.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

FYTIJH

+24.9%Year to date+9.5%

1.8%Yield1.3%

+29.9%Past year+12.9%

0.70%Fee0.05%

3–1FYT wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026