Compare · 3 funds side by side · dividends reinvested

IJS, FNX and BTAL

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,243FNX · best of the three

Story of the three · IncomeMost incomeBTAL · 2.75% · $275 a year on $10k

Story of the three · RiskSmallest drop

IJS, FNX and BTAL, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares S&P Small-Cap 600 Value ETFUS Stock Styles · Small cap0.18%1.38%+19.3%+22.0%+16.9%+6.0%−9.3%16.2%$7.8B1.6

First Trust Mid Cap Core AlphaDEX FundUS Stock Styles · Mid cap0.62%0.97%+14.4%+16.5%+17.9%+7.3%−9.2%15.5%$1.4B1.6

AGF U.S. Market Neutral Anti-Beta FundUS Stock Styles · Large cap1.53%2.75%−9.5%−9.9%−11.2%−2.1%−29.2%24.3%$395M2.8

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

End-of-day Nov 11, 2026 · returns include dividends · since: IJS 2000 · FNX 2007 · BTAL 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

First Trust Mid Cap Core AlphaDEX Fund · $1.4B$14,243

FNX

IJS

iShares S&P Small-Cap 600 Value ETF · $7.8B$13,404

$10,000 five years ago, dividends reinvested · they hold 15.6% in common

FNXMeasure

More Ways to See the Pairs

FNX vs IJS: Top 5 Holdings

Today

FNX

2.6%in top 5

IJS

in top 54.8%

FNXStockIJS

not top 5MTCH1.0%

not top 5PAYC1.0%

not top 5VSXY0.9%

not top 5JXN0.9%

0.5%EPAM

Cost, Income and Risk

Fees: IJS, FNX, BTAL

Today

0.18%lowest, IJS

FundExpense ratioFee$10k

IJS0.18%$18

FNX0.62%$62

BTAL1.53%$153

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: IJS, FNX, BTAL

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

IJS

+14.4%Year to dateJan 1 → Nov 11+19.3%

+16.5%1 yearTotal return+22.0%

+17.9%3 years · per year$10,000 became $16,381 · $15,965+16.9%

+7.3%5 years · per year$10,000 became $14,243 · $13,404+6.0%

0.62%Expense ratio$62 · $18 a year on $10k · lower is better0.18%

0.97%Trailing 12-mo yield$97 · $138 a year on $10k1.38%

−9.2%Worst dropSmaller is better−9.3%

15.5%VolatilityLower is calmer16.2%

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

4–4Level

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.9%

0.6%ADTnot top 5

0.5%GKOSnot top 5

0.5%RRCnot top 5

0.5%Gnot top 5

Held in common15.6%

End-of-day Nov 11, 2026 · share of each fund

FNX vs IJS Returns, Every Period

5Y

First TrustFNX

+7.3%

5 years, per year

IJSiShares

+6.0%

5 years, per year

FNXIJSFaded: behind in that period

2–2Level

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

FNX vs BTAL

YTD

First TrustFNX

+14.4%

BTALAGF

−9.5%

+14.4%Year to date−9.5%

−9.2%Worst drop · 1Y−29.2%

15.5%Volatility · 1Y24.3%

1.0%Yield2.7%

$1.4BAssets$395M

3–1FNX wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

2.75%highest, BTAL

FundTrailing yieldYield$10k

BTAL2.75%$275

IJS1.38%$138

FNX0.97%$97

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$122most kept, BTAL

BTAL$275 − $153 = $122

IJS$138 − $18 = $120

FNX$97 − $62 = $35

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: IJS, FNX, BTAL

Today

15.6%most shared, IJS and FNX

IJSFNXBTAL

IJS—15.6%2.3%

FNX15.6%—15.3%

BTAL2.3%15.3%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+22.0%IJS, at 16.2% volatility

FNXWorst drop−9.2%15.5% vol

IJSWorst drop−9.3%16.2% vol

BTALWorst drop−29.2%24.3% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

BTALIJS

−9.5%Year to date+19.3%

2.7%Yield1.4%

−9.9%Past year+22.0%

1.53%Fee0.18%

3–1IJS wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 11, 2026

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IJS, FNX and BTAL

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three