Compare · 2 funds side by side · dividends reinvested

FYT and IJR

FYTFirst Trust×IJRiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,581FYT · best of the two

02 / 04

FYT and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Small Cap Value AlphaDEX FundUS Stock Styles · Small cap0.70%1.83%+25.8%+31.8%+18.8%+7.8%−8.6%15.9%$182M1.4

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.21%+18.3%+21.3%+19.0%+6.1%−9.7%15.8%$106B1.6

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: FYT 2011 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Small Cap Value AlphaDEX Fund · $182M$14,581

FYT

IJR

iShares Core S&P Small-Cap ETF · $106B$13,468

$10,000 five years ago, dividends reinvested · they hold 21.6% in common

FYTMeasureIJR

+25.8%Year to dateJan 1 → Nov 3+18.3%

+31.8%1 yearTotal return+21.3%

+18.8%3 years · per year$10,000 became $16,756 · $16,862+19.0%

+7.8%5 years · per year$10,000 became $14,581 · $13,468+6.1%

0.70%Expense ratio$70 · $6 a year on $10k · lower is better0.06%

1.83%Trailing 12-mo yield$183 · $121 a year on $10k1.21%

−8.6%Worst dropSmaller is better−9.7%

15.9%VolatilityLower is calmer15.8%

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

5–3FYT wins

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

More Ways to See the Pairs

FYT vs IJR: Top 5 Holdings

Today

FYT

3.9%in top 5

IJR

in top 53.1%

FYTStockIJR

0.8%DXCnot top 5

0.8%KSSnot top 5

not top 5GKOS0.8%

0.8%HOGnot top 5

0.8%ASOnot top 5

0.7%MMSnot top 5

not top 5VSAT0.6%

not top 5PAYC0.6%

not top 5SM0.5%

not top 5MTCH0.5%

Held in common21.6%

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

FYT vs IJR Returns, Every Period

First TrustFYT

+7.8%

5 years, per year

IJRiShares

+6.1%

5 years, per year

FYTIJRFaded: behind in that period

3–1FYT wins

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

FYT vs IJR

YTD

First TrustFYT

+25.8%

IJRiShares

+18.3%

+25.8%Year to date+18.3%

−8.6%Worst drop · 1Y−9.7%

15.9%Volatility · 1Y15.8%

1.8%Yield1.2%

$182MAssets$106B

3–1FYT wins

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

Cost, Income and Risk

Fees: FYT, IJR

Today

0.06%lowest, IJR

FundExpense ratioFee$10k

IJR0.06%$6

FYT0.70%$70

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

Yields: FYT, IJR

1.83%highest, FYT

FundTrailing yieldYield$10k

FYT1.83%$183

IJR1.21%$121

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

Income After Fees on $10,000

$115most kept, IJR

IJR$121 − $6 = $115

FYT$183 − $70 = $113

KeptFee

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

Overlap: FYT, IJR

Today

21.6%most shared, FYT and IJR

FYTIJR

FYT—21.6%

IJR21.6%—

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

Return vs Bumpiness: 2 ETFs

+31.8%FYT, at 15.9% volatility

IJRWorst drop−9.7%15.8% vol

FYTWorst drop−8.6%15.9% vol

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

Paid More vs Made More

YTD

FYTIJR

+25.8%Year to date+18.3%

1.8%Yield1.2%

+31.8%Past year+21.3%

0.70%Fee0.06%

3–1FYT 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