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$15,035FYC · 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%1.00%+11.9%+13.0%+19.6%+5.0%−11.1%18.7%$76.6B1.5

First Trust Small Cap Growth AlphaDEX FundUS Stock Styles · Small cap0.70%0.12%+15.7%+17.6%+28.8%+8.5%−13.7%21.6%$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 6, 2026 · returns include dividends · since: IWM 2000 · FYC 2011

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 2000 ETF · $76.6B$12,766

IWM

FYC

First Trust Small Cap Growth AlphaDEX Fund · $1.3B$15,035

$10,000 five years ago, dividends reinvested · they hold 17.2% in common

IWMMeasureFYC

+11.9%Year to dateJan 1 → Nov 6+15.7%

+13.0%1 yearTotal return+17.6%

+19.6%3 years · per year$10,000 became $17,100 · $21,382+28.8%

+5.0%5 years · per year$10,000 became $12,766 · $15,034+8.5%

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

1.00%Trailing 12-mo yield$100 · $12 a year on $10k0.12%

−11.1%Worst dropSmaller is better−13.7%

18.7%VolatilityLower is calmer21.6%

IWMFYC 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

IWM vs FYC: Top 5 Holdings

Today

IWM

1.8%in top 5

FYC

in top 54.7%

IWMStockFYC

not top 5APPN1.0%

not top 5AGL1.0%

not top 5XERS0.9%

not top 5ECPG0.9%

not top 5STGW0.9%

0.4%GKOSnot top 5

0.4%BTSGnot top 5

0.3%UMBFnot top 5

0.3%EATnot top 5

0.3%RHPnot top 5

Held in common17.2%

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

IWM vs FYC Returns, Every Period

iSharesIWM

+5.0%

5 years, per year

FYCFirst Trust

+8.5%

5 years, per year

IWMFYCFaded: behind in that period

0–4FYC wins

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

IWM vs FYC

YTD

iSharesIWM

+11.9%

FYCFirst Trust

+15.7%

+11.9%Year to date+15.7%

−11.1%Worst drop · 1Y−13.7%

18.7%Volatility · 1Y21.6%

1.0%Yield0.1%

$76.6BAssets$1.3B

3–1IWM wins

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

Yields: IWM, FYC

1.00%highest, IWM

FundTrailing yieldYield$10k

IWM1.00%$100

FYC0.12%$12

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

Income After Fees on $10,000

$81most kept, IWM

IWM$100 − $19 = $81

FYC$12 − $70 = −$58

KeptFee

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

Overlap: IWM, FYC

Today

17.2%most shared, IWM and FYC

IWMFYC

IWM—17.2%

FYC17.2%—

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

Return vs Bumpiness: 2 ETFs

+17.6%FYC, at 21.6% volatility

IWMWorst drop−11.1%18.7% vol

FYCWorst drop−13.7%21.6% vol

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

Paid More vs Made More

YTD

IWMFYC

+11.9%Year to date+15.7%

1.0%Yield0.1%

+13.0%Past year+17.6%

0.19%Fee0.70%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Two

IWM vs VB

YTD

iSharesIWM

+11.9%

VBVanguard

+11.8%

+11.9%Year to date+11.8%

1.0%Yield1.3%

$76.6BAssets$76.9B

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026