Compare · 2 funds side by side · dividends reinvested

IWR and FNK

IWRiShares×FNKFirst Trust×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,072FNK · best of the two

02 / 04

IWR and FNK, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell Mid-Cap ETFUS Stock Styles · Mid cap0.18%1.18%+12.8%+15.3%+19.4%+6.8%−8.2%13.8%$58.8B1.5

First Trust Mid Cap Value AlphaDEX FundUS Stock Styles · Mid cap0.74%1.53%+16.6%+22.8%+16.8%+8.6%−9.1%13.9%$241M1.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: IWR 2001 · FNK 2011

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell Mid-Cap ETF · $58.8B$13,915

IWR

FNK

First Trust Mid Cap Value AlphaDEX Fund · $241M$15,072

$10,000 five years ago, dividends reinvested · they hold 10.4% in common

IWRMeasureFNK

+12.8%Year to dateJan 1 → Nov 5+16.6%

+15.3%1 yearTotal return+22.8%

+19.4%3 years · per year$10,000 became $17,017 · $15,921+16.8%

+6.8%5 years · per year$10,000 became $13,915 · $15,072+8.6%

0.18%Expense ratio$18 · $74 a year on $10k · lower is better0.74%

1.18%Trailing 12-mo yield$118 · $153 a year on $10k1.53%

−8.2%Worst dropSmaller is better−9.1%

13.8%VolatilityLower is calmer13.9%

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

4–4Level

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

More Ways to See the Pairs

IWR vs FNK: Top 5 Holdings

Today

IWR

3.6%in top 5

FNK

in top 54.6%

IWRStockFNK

not top 5ADT1.1%

not top 5RRC0.9%

not top 5SIRI0.9%

not top 5LYFT0.8%

0.8%MPCnot top 5

not top 5MHK0.8%

0.8%PSXnot top 5

0.7%SNOWnot top 5

0.7%MRNAnot top 5

0.6%NETnot top 5

Held in common10.4%

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

IWR vs FNK Returns, Every Period

iSharesIWR

+6.8%

5 years, per year

FNKFirst Trust

+8.6%

5 years, per year

IWRFNKFaded: behind in that period

1–3FNK wins

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

IWR vs FNK

YTD

iSharesIWR

+12.8%

FNKFirst Trust

+16.6%

+12.8%Year to date+16.6%

−8.2%Worst drop · 1Y−9.1%

13.8%Volatility · 1Y13.9%

1.2%Yield1.5%

$58.8BAssets$241M

2–2level

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

Cost, Income and Risk

Fees: IWR, FNK

Today

0.18%lowest, IWR

FundExpense ratioFee$10k

IWR0.18%$18

FNK0.74%$74

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

Yields: IWR, FNK

1.53%highest, FNK

FundTrailing yieldYield$10k

FNK1.53%$153

IWR1.18%$118

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

Income After Fees on $10,000

$100most kept, IWR

IWR$118 − $18 = $100

FNK$153 − $74 = $79

KeptFee

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

Overlap: IWR, FNK

Today

10.4%most shared, IWR and FNK

IWRFNK

IWR—10.4%

FNK10.4%—

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

Return vs Bumpiness: 2 ETFs

+22.8%FNK, at 13.9% volatility

IWRWorst drop−8.2%13.8% vol

FNKWorst drop−9.1%13.9% vol

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

Paid More vs Made More

YTD

FNKIWR

+16.6%Year to date+12.8%

1.5%Yield1.2%

+22.8%Past year+15.3%

0.74%Fee0.18%

3–1FNK 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%

$123BAssets$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%

$42.1BAssets$46.1B

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026