Compare · 3 funds side by side · dividends reinvested

FYX, IJR and VOO

FYXFirst Trust×IJRiShares×VOOVanguard×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,393VOO · best of the three

Story of the three · IncomeMost incomeIJR · 1.21% · $121 a year on $10k

Story of the three · RiskSmallest drop

FYX, IJR and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Small Cap Core AlphaDEX FundUS Stock Styles · Small cap0.58%1.10%+23.1%+27.1%+22.1%+8.1%−8.8%16.8%$1.4B1.8

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.9%+12.1%+21.7%+11.7%−8.9%13.7%$1.00T2.0

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.21%+18.0%+19.1%+16.7%+5.3%−9.7%16.4%$107B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 12, 2026 · returns include dividends · since: FYX 2007 · IJR 2000 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

5Y

First Trust Small Cap Core AlphaDEX Fund · $1.4B$14,754

FYX

IJR

iShares Core S&P Small-Cap ETF · $107B$12,918

$10,000 five years ago, dividends reinvested · they hold 34.5% in common

FYXMeasure

More Ways to See the Pairs

FYX vs IJR: Top 5 Holdings

Today

FYX

2.3%in top 5

IJR

in top 52.7%

FYXStockIJR

not top 5VSAT0.6%

not top 5MTCH0.5%

not top 5RHP0.5%

not top 5PAYC0.5%

not top 5TGTX0.5%

Cost, Income and Risk

Fees: FYX, IJR, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IJR0.06%$6

FYX0.58%$58

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: FYX, IJR, VOO

1Y

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

+12.0%Year to date+11.9%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

VOO vs IVV

YTD

VanguardVOO

+11.9%

IVViShares

+12.0%

+11.9%

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

IJR

+23.1%Year to dateJan 1 → Nov 12+18.0%

+27.1%1 yearTotal return+19.1%

+22.1%3 years · per year$10,000 became $18,185 · $15,910+16.7%

+8.1%5 years · per year$10,000 became $14,754 · $12,918+5.3%

0.58%Expense ratio$58 · $6 a year on $10k · lower is better0.06%

1.10%Trailing 12-mo yield$110 · $121 a year on $10k1.21%

−8.8%Worst dropSmaller is better−9.7%

16.8%VolatilityLower is calmer16.4%

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

5–3FYX wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.5%XERSnot top 5

0.5%APPNnot top 5

0.4%ASOnot top 5

0.4%DXCnot top 5

0.4%ARDTnot top 5

Held in common34.5%

End-of-day Nov 12, 2026 · share of each fund

FYX vs IJR Returns, Every Period

5Y

First TrustFYX

+8.1%

5 years, per year

IJRiShares

+5.3%

5 years, per year

FYXIJRFaded: behind in that period

4–0FYX wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

FYX vs IJR

YTD

First TrustFYX

+23.1%

IJRiShares

+18.0%

+23.1%Year to date+18.0%

−8.8%Worst drop · 1Y−9.7%

16.8%Volatility · 1Y16.4%

1.1%Yield1.2%

$1.4BAssets$107B

2–2level

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1.21%highest, IJR

FundTrailing yieldYield$10k

IJR1.21%$121

FYX1.10%$110

VOO1.07%$107

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

Income After Fees on $10,000

1Y

$115most kept, IJR

IJR$121 − $6 = $115

VOO$107 − $3 = $104

FYX$110 − $58 = $52

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: FYX, IJR, VOO

Today

34.5%most shared, FYX and IJR

FYXIJRVOO

FYX—34.5%0.0%

IJR34.5%—0.0%

VOO0.0%0.0%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+27.1%FYX, at 16.8% volatility

VOOWorst drop−8.9%13.7% vol

IJRWorst drop−9.7%16.4% vol

FYXWorst drop−8.8%16.8% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

IJRFYX

+18.0%Year to date+23.1%

1.2%Yield1.1%

+19.1%Past year+27.1%

0.06%Fee0.58%

2–2level

End-of-day Nov 12, 2026

Year to date

+12.0%

1.1%Yield1.1%

$1.00TAssets$883B

1–0IVV wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

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FYX, IJR and VOO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three