FNK vs IWR

AFNK

BIWR

Measures won2–4IWR wins · of 6 · 5Y

$10,000 · 5Y$15,587FNK · IWR $14,596

Lowest cost0.18%IWR · $18 on $10k

Most income1.50%FNK · $150 on $10k

Smallest drop−8.2%IWR · worst fall in 1Y

Held in common10.3%FNK and IWR

FNK

IWR

First Trust Mid Cap Value AlphaDEX Fund · $241MiShares Russell Mid-Cap ETF · $58.8B

+17.9%3 years · per year$16,403 · $17,790+21.2%

+9.3%5 years · per year$15,587 · $14,596+7.9%

0.74%Expense ratio$74 · $18 on $10k · lower wins0.18%

1.50%12-mo yield$150 · $114 on $10k1.14%

−9.1%Worst dropSmaller wins−8.2%

13.7%VolatilityLower wins13.4%

2–4IWR wins

$10,000 · 5 yearsOne scale

Shared top holdingsFNK · IWR

0.6%HST0.1%

0.3%RGA0.1%

0.8%APA0.1%

0.2%HAS0.1%

Held in common10.3%

End-of-day Nov 4, 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	AFNK	First Trust Mid Cap Value AlphaDEX FundRead Desk		0.74%	1.50%	+2.0%	+19.1%	+24.9%	+17.9%	+9.3%	−9.1%	$241M
2	BIWR	iShares Russell Mid-Cap ETFRead Desk		0.18%	1.14%	+1.1%	+16.9%	+18.2%	+21.2%	+7.9%	−8.2%	$58.8B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AFNK	First Trust Mid Cap Value AlphaDEX FundRead Desk		0.74%	1.50%	+2.0%	+19.1%	+24.9%	+17.9%	+9.3%	−9.1%	$241M
2	BIWR	iShares Russell Mid-Cap ETFRead Desk		0.18%	1.14%	+1.1%	+16.9%	+18.2%	+21.2%	+7.9%	−8.2%	$58.8B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FNK vs IWR

FNK

First Trust Mid Cap Value AlphaDEX Fund

$15,587

IWR

iShares Russell Mid-Cap

$14,596

MeasureFNKIWR

Fee0.74%0.18%

Cost on $10k a year$74$18

Yield1.50%1.14%

5 years, per year+9.3%+7.9%

3 years, per year+17.9%+21.2%

Worst drop · 1Y−9.1%−8.2%

Volatility · 1Y13.7%13.4%

4–2measures won
IWR first

10.3%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: FNK, IWR

Today

10.3%most shared, FNK and IWR

FNKIWR

FNK—10.3%

IWR10.3%—

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

Income After Fees on $10,000

$96most kept, IWR

IWR$114 − $18 = $96

FNK$150 − $74 = $76

KeptFee

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