Compare · 2 funds side by side · dividends reinvested

FYX and IWM

FYXFirst Trust×IWMiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,029FYX · best of the two

02 / 04

FYX and IWM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Small Cap Core AlphaDEX FundUS Stock Styles · Small cap0.58%1.07%+26.4%+31.1%+25.0%+9.9%−8.8%16.4%$1.4B1.1

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.96%+16.2%+16.9%+21.6%+6.2%−11.1%18.2%$75.8B1.9

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: FYX 2007 · IWM 2000

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Small Cap Core AlphaDEX Fund · $1.4B$16,029

FYX

IWM

iShares Russell 2000 ETF · $75.8B$13,509

$10,000 five years ago, dividends reinvested · they hold 32.9% in common

FYXMeasureIWM

+26.4%Year to dateJan 1 → Nov 4+16.2%

+31.1%1 yearTotal return+16.9%

+25.0%3 years · per year$10,000 became $19,517 · $18,002+21.6%

+9.9%5 years · per year$10,000 became $16,029 · $13,509+6.2%

0.58%Expense ratio$58 · $19 a year on $10k · lower is better0.19%

1.07%Trailing 12-mo yield$107 · $96 a year on $10k0.96%

−8.8%Worst dropSmaller is better−11.1%

16.4%VolatilityLower is calmer18.2%

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

7–1FYX wins

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

More Ways to See the Pairs

FYX vs IWM: Top 5 Holdings

Today

FYX

2.1%in top 5

IWM

in top 51.9%

FYXStockIWM

not top 5GKOS0.5%

0.4%APPNnot top 5

0.4%HOGnot top 5

0.4%CDNAnot top 5

0.4%STGWnot top 5

not top 5BTSG0.4%

0.4%KSSnot top 5

not top 5MOG-A0.3%

not top 5UMBF0.3%

not top 5VSAT0.3%

Held in common32.9%

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

FYX vs IWM Returns, Every Period

First TrustFYX

+9.9%

5 years, per year

IWMiShares

+6.2%

5 years, per year

FYXIWMFaded: behind in that period

4–0FYX wins

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

FYX vs IWM

YTD

First TrustFYX

+26.4%

IWMiShares

+16.2%

+26.4%Year to date+16.2%

−8.8%Worst drop · 1Y−11.1%

16.4%Volatility · 1Y18.2%

1.1%Yield1.0%

$1.4BAssets$75.8B

4–0FYX wins

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

Cost, Income and Risk

Fees: FYX, IWM

Today

0.19%lowest, IWM

FundExpense ratioFee$10k

IWM0.19%$19

FYX0.58%$58

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

Yields: FYX, IWM

1.07%highest, FYX

FundTrailing yieldYield$10k

FYX1.07%$107

IWM0.96%$96

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

Income After Fees on $10,000

$77most kept, IWM

IWM$96 − $19 = $77

FYX$107 − $58 = $49

KeptFee

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

Overlap: FYX, IWM

Today

32.9%most shared, FYX and IWM

FYXIWM

FYX—32.9%

IWM32.9%—

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

Return vs Bumpiness: 2 ETFs

+31.1%FYX, at 16.4% volatility

FYXWorst drop−8.8%16.4% 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

FYXIWM

+26.4%Year to date+16.2%

1.1%Yield1.0%

+31.1%Past year+16.9%

0.58%Fee0.19%

3–1FYX 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%

$75.8BAssets$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%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026