Compare · 2 funds side by side · dividends reinvested

IJS and FXL

IJSiShares×FXLFirst Trust×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,005FXL · best of the two

02 / 04

IJS and FXL, 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%+16.2%+21.7%+18.0%+6.4%−9.3%16.3%$7.6B1.3

First Trust Technology AlphaDEX FundSectors · Technology0.60%0.00%+16.0%+14.5%+22.8%+8.5%−15.3%27.8%$2.6B1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: IJS 2000 · FXL 2007

Head to Head

Swap sides Versus in desk

Head to Head

iShares S&P Small-Cap 600 Value ETF · $7.6B$13,664

IJS

FXL

First Trust Technology AlphaDEX Fund · $2.6B$15,005

$10,000 five years ago, dividends reinvested · they hold 1.9% in common

IJSMeasureFXL

+16.2%Year to dateJan 1 → Nov 5+16.0%

+21.7%1 yearTotal return+14.5%

+18.0%3 years · per year$10,000 became $16,426 · $18,527+22.8%

+6.4%5 years · per year$10,000 became $13,664 · $15,005+8.5%

0.18%Expense ratio$18 · $60 a year on $10k · lower is better0.60%

1.42%Trailing 12-mo yield$142 · $0 a year on $10k0.00%

−9.3%Worst dropSmaller is better−15.3%

16.3%VolatilityLower is calmer27.8%

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

6–2IJS wins

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

More Ways to See the Pairs

IJS vs FXL: Top 5 Holdings

Today

IJS

4.7%in top 5

FXL

in top 59.5%

IJSStockFXL

not top 5EPAM2.0%

not top 5NIQ1.9%

not top 5MBGL1.9%

not top 5CTSH1.8%

not top 5ROP1.8%

1.1%PAYCnot top 5

1.0%MTCHnot top 5

0.9%VSXYnot top 5

0.9%JXNnot top 5

0.8%POOLnot top 5

Held in common1.9%

End-of-day Nov 5, 2026 · share of each fund

IJS vs FXL Returns, Every Period

iSharesIJS

+6.4%

5 years, per year

FXLFirst Trust

+8.5%

5 years, per year

IJSFXLFaded: behind in that period

2–2Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Sector: IJS vs FXL

YTD

iSharesIJS

+16.2%

FXLFirst Trust

+16.0%

+16.2%Year to date+16.0%

−9.3%Worst drop · 1Y−15.3%

16.3%Volatility · 1Y27.8%

1.4%Yield0.0%

$7.6BAssets$2.6B

4–0IJS wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IJS, FXL

Today

0.18%lowest, IJS

FundExpense ratioFee$10k

IJS0.18%$18

FXL0.60%$60

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: IJS, FXL

1.42%highest, IJS

FundTrailing yieldYield$10k

IJS1.42%$142

FXL0.00%$0

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$124most kept, IJS

IJS$142 − $18 = $124

FXL$0 − $60 = −$60

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: IJS, FXL

Today

1.9%most shared, IJS and FXL

IJSFXL

IJS—1.9%

FXL1.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+21.7%IJS, at 16.3% volatility

IJSWorst drop−9.3%16.3% vol

FXLWorst drop−15.3%27.8% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

IJSFXL

+16.2%Year to date+16.0%

1.4%Yield0.0%

+21.7%Past year+14.5%

0.18%Fee0.60%

4–0IJS wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026