Compare · 2 funds side by side · dividends reinvested

FYT and IWM

FYTFirst Trust×IWMiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,389FYT · best of the two

02 / 04

FYT and IWM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Small Cap Value AlphaDEX FundUS Stock Styles · Small cap0.70%1.78%+30.0%+36.3%+19.7%+9.0%−8.6%16.2%$179M1.3

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.96%+16.2%+16.9%+21.6%+6.2%−11.1%18.2%$77.4B1.8

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

End-of-day Nov 4, 2026 · returns include dividends · since: FYT 2011 · IWM 2000

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Small Cap Value AlphaDEX Fund · $179M$15,389

FYT

IWM

iShares Russell 2000 ETF · $77.4B$13,509

$10,000 five years ago, dividends reinvested · they hold 16.8% in common

FYTMeasureIWM

+30.0%Year to dateJan 1 → Nov 4+16.2%

+36.3%1 yearTotal return+16.9%

+19.7%3 years · per year$10,000 became $17,155 · $18,002+21.6%

+9.0%5 years · per year$10,000 became $15,389 · $13,509+6.2%

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

1.78%Trailing 12-mo yield$178 · $96 a year on $10k0.96%

−8.6%Worst dropSmaller is better−11.1%

16.2%VolatilityLower is calmer18.2%

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

6–2FYT wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FYT vs IWM: Top 5 Holdings

Today

FYT

3.9%in top 5

IWM

in top 51.9%

FYTStockIWM

0.8%HOGnot top 5

0.8%KSSnot top 5

0.8%DXCnot top 5

0.8%ASOnot top 5

0.8%GPKnot top 5

not top 5GKOS0.5%

not top 5BTSG0.4%

not top 5MOG-A0.3%

not top 5UMBF0.3%

not top 5VSAT0.3%

Held in common16.8%

End-of-day Nov 4, 2026 · share of each fund

FYT vs IWM Returns, Every Period

First TrustFYT

+9.0%

5 years, per year

IWMiShares

+6.2%

5 years, per year

FYTIWMFaded: behind in that period

3–1FYT wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

FYT vs IWM

YTD

First TrustFYT

+30.0%

IWMiShares

+16.2%

+30.0%Year to date+16.2%

−8.6%Worst drop · 1Y−11.1%

16.2%Volatility · 1Y18.2%

1.8%Yield1.0%

$179MAssets$77.4B

4–0FYT wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FYT, IWM

Today

0.19%lowest, IWM

FundExpense ratioFee$10k

IWM0.19%$19

FYT0.70%$70

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: FYT, IWM

1.78%highest, FYT

FundTrailing yieldYield$10k

FYT1.78%$178

IWM0.96%$96

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$108most kept, FYT

FYT$178 − $70 = $108

IWM$96 − $19 = $77

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: FYT, IWM

Today

16.8%most shared, FYT and IWM

FYTIWM

FYT—16.8%

IWM16.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+36.3%FYT, at 16.2% volatility

FYTWorst drop−8.6%16.2% vol

IWMWorst drop−11.1%18.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

FYTIWM

+30.0%Year to date+16.2%

1.8%Yield1.0%

+36.3%Past year+16.9%

0.70%Fee0.19%

3–1FYT wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

IWM vs VB

YTD

iSharesIWM

+16.2%

VBVanguard

+15.8%

+16.2%Year to date+15.8%

1.0%Yield1.2%

$77.4BAssets$76.9B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026