Compare · 2 funds side by side · dividends reinvested

IWM and FYC

IWMiShares×FYCFirst Trust×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,062FYC · best of the two

02 / 04

IWM and FYC, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.96%+16.2%+16.9%+21.6%+6.2%−11.1%18.2%$75.8B1.5

First Trust Small Cap Growth AlphaDEX FundUS Stock Styles · Small cap0.70%0.11%+20.1%+22.3%+31.2%+9.9%−13.5%21.2%$1.3B1.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: IWM 2000 · FYC 2011

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 2000 ETF · $75.8B$13,509

IWM

FYC

First Trust Small Cap Growth AlphaDEX Fund · $1.3B$16,062

$10,000 five years ago, dividends reinvested · they hold 17.3% in common

IWMMeasureFYC

+16.2%Year to dateJan 1 → Nov 4+20.1%

+16.9%1 yearTotal return+22.3%

+21.6%3 years · per year$10,000 became $18,002 · $22,569+31.2%

+6.2%5 years · per year$10,000 became $13,509 · $16,062+9.9%

0.19%Expense ratio$19 · $70 a year on $10k · lower is better0.70%

0.96%Trailing 12-mo yield$96 · $11 a year on $10k0.11%

−11.1%Worst dropSmaller is better−13.5%

18.2%VolatilityLower is calmer21.2%

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

4–4Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IWM vs FYC: Top 5 Holdings

Today

IWM

1.9%in top 5

FYC

in top 54.2%

IWMStockFYC

not top 5APPN0.9%

not top 5CDNA0.9%

not top 5STGW0.9%

not top 5SLDE0.8%

not top 5FA0.8%

0.5%GKOSnot top 5

0.4%BTSGnot top 5

0.3%MOG-Anot top 5

0.3%UMBFnot top 5

0.3%VSATnot top 5

Held in common17.3%

End-of-day Nov 4, 2026 · share of each fund

IWM vs FYC Returns, Every Period

iSharesIWM

+6.2%

5 years, per year

FYCFirst Trust

+9.9%

5 years, per year

IWMFYCFaded: behind in that period

0–4FYC wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

IWM vs FYC

YTD

iSharesIWM

+16.2%

FYCFirst Trust

+20.1%

+16.2%Year to date+20.1%

−11.1%Worst drop · 1Y−13.5%

18.2%Volatility · 1Y21.2%

1.0%Yield0.1%

$75.8BAssets$1.3B

3–1IWM wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IWM, FYC

Today

0.19%lowest, IWM

FundExpense ratioFee$10k

IWM0.19%$19

FYC0.70%$70

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: IWM, FYC

0.96%highest, IWM

FundTrailing yieldYield$10k

IWM0.96%$96

FYC0.11%$11

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$77most kept, IWM

IWM$96 − $19 = $77

FYC$11 − $70 = −$59

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: IWM, FYC

Today

17.3%most shared, IWM and FYC

IWMFYC

IWM—17.3%

FYC17.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+22.3%FYC, at 21.2% volatility

IWMWorst drop−11.1%18.2% vol

FYCWorst drop−13.5%21.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

IWMFYC

+16.2%Year to date+20.1%

1.0%Yield0.1%

+16.9%Past year+22.3%

0.19%Fee0.70%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

IWM vs VB

YTD

iSharesIWM

+16.2%

VBVanguard

+15.8%

+16.2%Year to date+15.8%

1.0%Yield1.2%

$75.8BAssets$76.9B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026