Compare · 3 funds side by side · dividends reinvested

IJS, FNX and BTAL

02 / 04

−0.1%

Search ETFs and stocks

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,004FNX · best of the three

Story of the three · IncomeMost incomeBTAL · 2.68% · $268 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%1.39%+18.1%+19.9%+17.1%+5.4%−9.3%16.3%$7.7B1.6

First Trust Mid Cap Core AlphaDEX FundUS Stock Styles · Mid cap0.62%0.98%+13.1%+15.2%+17.9%+7.0%−9.2%15.5%$1.4B1.6

AGF U.S. Market Neutral Anti-Beta FundUS Stock Styles · Large cap1.53%2.68%−7.4%−9.3%−10.3%−1.3%−29.2%24.3%$419M2.8

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

End-of-day Nov 13, 2026 · returns include dividends · since: IJS 2000 · FNX 2007 · BTAL 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares S&P Small-Cap 600 Value ETF · $7.7B$13,018

IJS

FNX

First Trust Mid Cap Core AlphaDEX Fund · $1.4B$14,004

$10,000 five years ago, dividends reinvested · they hold 15.7% in common

IJSMeasure

More Ways to See the Pairs

IJS vs FNX: Top 5 Holdings

Today

IJS

4.8%in top 5

FNX

in top 52.6%

IJSStockFNX

1.0%MTCHnot top 5

1.0%PAYCnot top 5

0.9%VSXYnot top 5

0.9%JXNnot top 5

0.9%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 13, 2026 · fee on $10,000 a year

Yields: IJS, FNX, BTAL

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

FNX

+18.1%Year to dateJan 1 → Nov 13+13.1%

+19.9%1 yearTotal return+15.2%

+17.1%3 years · per year$10,000 became $16,067 · $16,380+17.9%

+5.4%5 years · per year$10,000 became $13,018 · $14,004+7.0%

0.18%Expense ratio$18 · $62 a year on $10k · lower is better0.62%

1.39%Trailing 12-mo yield$139 · $98 a year on $10k0.98%

−9.3%Worst dropSmaller is better−9.2%

16.3%VolatilityLower is calmer15.5%

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

4–4Level

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.5%

not top 5ADT0.6%

not top 5GKOS0.5%

not top 5RRC0.5%

not top 5G0.5%

Held in common15.7%

End-of-day Nov 13, 2026 · share of each fund

IJS vs FNX Returns, Every Period

5Y

iSharesIJS

+5.4%

5 years, per year

FNXFirst Trust

+7.0%

5 years, per year

IJSFNXFaded: behind in that period

2–2Level

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

IJS vs BTAL

YTD

iSharesIJS

+18.1%

BTALAGF

−7.4%

+18.1%Year to date−7.4%

−9.3%Worst drop · 1Y−29.2%

16.3%Volatility · 1Y24.3%

1.4%Yield2.7%

$7.7BAssets$419M

3–1IJS wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

2.68%highest, BTAL

FundTrailing yieldYield$10k

BTAL2.68%$268

IJS1.39%$139

FNX0.98%$98

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$121most kept, IJS

IJS$139 − $18 = $121

BTAL$268 − $153 = $115

FNX$98 − $62 = $36

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: IJS, FNX, BTAL

Today

15.7%most shared, IJS and FNX

IJSFNXBTAL

IJS—15.7%2.3%

FNX15.7%—15.4%

BTAL2.3%15.4%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+19.9%IJS, at 16.3% volatility

FNXWorst drop−9.2%15.5% vol

IJSWorst drop−9.3%16.3% vol

BTALWorst drop−29.2%24.3% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

BTALIJS

−7.4%Year to date+18.1%

2.7%Yield1.4%

−9.3%Past year+19.9%

1.53%Fee0.18%

3–1IJS wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

Loading…

IJS, FNX and BTAL

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three