Compare · 3 funds side by side · dividends reinvested

IJS, FNX and IWF

IJSiShares×FNXFirst Trust×IWFiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,441IWF · best of the three

02 / 04

IJS, FNX and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares S&P Small-Cap 600 Value ETFUS Stock Styles · Small cap0.18%1.42%+15.7%+19.1%+17.6%+6.4%−9.3%16.2%$7.5B1.8

First Trust Mid Cap Core AlphaDEX FundUS Stock Styles · Mid cap0.62%0.99%+11.2%+13.5%+18.2%+7.4%−9.2%15.4%$1.4B1.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B2.3

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

End-of-day Nov 6, 2026 · returns include dividends · since: IJS 2000 · FNX 2007 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Mid Cap Core AlphaDEX Fund · $1.4B$14,322

FNX

IJS

iShares S&P Small-Cap 600 Value ETF · $7.5B$13,645

$10,000 five years ago, dividends reinvested · they hold 15.5% in common

FNXMeasureIJS

+11.2%Year to dateJan 1 → Nov 6+15.7%

+13.5%1 yearTotal return+19.1%

+18.2%3 years · per year$10,000 became $16,527 · $16,272+17.6%

+7.4%5 years · per year$10,000 became $14,322 · $13,645+6.4%

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

0.99%Trailing 12-mo yield$99 · $142 a year on $10k1.42%

−9.2%Worst dropSmaller is better−9.3%

15.4%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 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

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 5PAYC1.1%

not top 5MTCH1.0%

0.5%EPAM0.9%

not top 5VSXY0.9%

not top 5JXN0.9%

0.6%ADTnot top 5

0.5%RRCnot top 5

0.5%GKOSnot top 5

0.5%SIRInot top 5

Held in common15.5%

End-of-day Nov 6, 2026 · share of each fund

FNX vs IJS Returns, Every Period

First TrustFNX

+7.4%

5 years, per year

IJSiShares

+6.4%

5 years, per year

FNXIJSFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

FNX vs IJS

YTD

First TrustFNX

+11.2%

IJSiShares

+15.7%

+11.2%Year to date+15.7%

−9.2%Worst drop · 1Y−9.3%

15.4%Volatility · 1Y16.2%

1.0%Yield1.4%

$1.4BAssets$7.5B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IJS, FNX, IWF

Today

0.18%lowest, IJS

FundExpense ratioFee$10k

IJS0.18%$18

IWF0.18%$18

FNX0.62%$62

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: IJS, FNX, IWF

1.42%highest, IJS

FundTrailing yieldYield$10k

IJS1.42%$142

FNX0.99%$99

IWF0.39%$39

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$124most kept, IJS

IJS$142 − $18 = $124

FNX$99 − $62 = $37

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: IJS, FNX, IWF

Today

15.5%most shared, IJS and FNX

IJSFNXIWF

IJS—15.5%0.0%

FNX15.5%—1.2%

IWF0.0%1.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+19.1%IJS, at 16.2% volatility

FNXWorst drop−9.2%15.4% vol

IJSWorst drop−9.3%16.2% vol

IWFWorst drop−14.6%19.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IJSFNX

+15.7%Year to date+11.2%

1.4%Yield1.0%

+19.1%Past year+13.5%

0.18%Fee0.62%

4–0IJS wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026