Compare · 3 funds side by side · dividends reinvested

IJS, FNX and VUG

IJSiShares×FNXFirst Trust×VUGVanguard×

02 / 04

Search ETFs and stocks

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,557VUG · best of the three

Story of the three · IncomeMost incomeIJS · 1.38% · $138 a year on $10k

Story of the three · RiskSmallest drop

IJS, FNX and VUG, 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%$7.7B1.9

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%$1.4B1.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+5.1%+3.6%+22.6%+10.6%−15.1%19.1%$233B2.3

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

End-of-day Nov 11, 2026 · returns include dividends · since: IJS 2000 · FNX 2007 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares S&P Small-Cap 600 Value ETF · $7.7B$13,404

IJS

FNX

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

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

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IJS0.18%$18

FNX0.62%$62

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

Yields: IJS, FNX, VUG

1Y

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

+5.1%Year to date+5.9%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

FNX

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

+22.0%1 yearTotal return+16.5%

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

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

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

1.38%Trailing 12-mo yield$138 · $97 a year on $10k0.97%

−9.3%Worst dropSmaller is better−9.2%

16.2%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 11, 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 common15.6%

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

IJS vs FNX Returns, Every Period

5Y

iSharesIJS

+6.0%

5 years, per year

FNXFirst Trust

+7.3%

5 years, per year

IJSFNXFaded: behind in that period

2–2Level

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

IJS vs FNX

YTD

iSharesIJS

+19.3%

FNXFirst Trust

+14.4%

+19.3%Year to date+14.4%

−9.3%Worst drop · 1Y−9.2%

16.2%Volatility · 1Y15.5%

1.4%Yield1.0%

$7.7BAssets$1.4B

2–2level

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

1.38%highest, IJS

FundTrailing yieldYield$10k

IJS1.38%$138

FNX0.97%$97

VUG0.41%$41

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

Income After Fees on $10,000

1Y

$120most kept, IJS

IJS$138 − $18 = $120

VUG$41 − $3 = $38

FNX$97 − $62 = $35

KeptFee

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

Overlap: IJS, FNX, VUG

Today

15.6%most shared, IJS and FNX

IJSFNXVUG

IJS—15.6%0.0%

FNX15.6%—0.1%

VUG0.0%0.1%—

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

VUGWorst drop−15.1%19.1% vol

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

Paid More vs Made More

YTD

IJSFNX

+19.3%Year to date+14.4%

1.4%Yield1.0%

+22.0%Past year+16.5%

0.18%Fee0.62%

4–0IJS wins

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

Loading…

IJS, FNX and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three