FEX vs IJH

AFEX

BIJH

Measures won4–2FEX wins · of 6 · 5Y

$10,000 · 5Y$15,766FEX · IJH $13,830

Lowest cost0.05%IJH · $5 on $10k

Most income1.26%IJH · $126 on $10k

Smallest drop−6.6%FEX · worst fall in 1Y

Held in common7.1%FEX and IJH

FEX

IJH

First Trust Large Cap Core AlphaDEX Fund · $1.6BiShares Core S&P Mid-Cap ETF · $121B

+20.8%3 years · per year$17,609 · $15,806+16.5%

+9.5%5 years · per year$15,766 · $13,830+6.7%

0.57%Expense ratio$57 · $5 on $10k · lower wins0.05%

1.03%12-mo yield$103 · $126 on $10k1.26%

−6.6%Worst dropSmaller wins−8.8%

13.3%VolatilityLower wins15.5%

4–2FEX wins

$10,000 · 5 yearsOne scale

Shared top holdingsFEX · IJH

0.5%SN0.5%

0.5%OVV0.5%

0.4%PR0.5%

0.4%JLL0.5%

Held in common7.1%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	AFEX	First Trust Large Cap Core AlphaDEX FundRead Desk		0.57%	1.03%	−0.1%	+13.6%	+16.3%	+20.8%	+9.5%	−6.6%	$1.6B
2	BIJH	iShares Core S&P Mid-Cap ETFRead Desk		0.05%	1.26%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$120.8B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AFEX	First Trust Large Cap Core AlphaDEX FundRead Desk		0.57%	1.03%	−0.1%	+13.6%	+16.3%	+20.8%	+9.5%	−6.6%	$1.6B
2	BIJH	iShares Core S&P Mid-Cap ETFRead Desk		0.05%	1.26%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$120.8B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FEX vs IJH

FEX

First Trust Large Cap Core AlphaDEX Fund

$15,766

IJH

iShares Core S&P Mid-Cap

$13,830

MeasureFEXIJH

Fee0.57%0.05%

Cost on $10k a year$57$5

Yield1.03%1.26%

5 years, per year+9.5%+6.7%

3 years, per year+20.8%+16.5%

Worst drop · 1Y−6.6%−8.8%

Volatility · 1Y13.3%15.5%

4–2measures won
FEX first

7.1%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: FEX, IJH

Today

7.1%most shared, FEX and IJH

FEXIJH

FEX—7.1%

IJH7.1%—

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

Income After Fees on $10,000

$121most kept, IJH

IJH$126 − $5 = $121

FEX$103 − $57 = $46

KeptFee

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