FNX vs IJS

AFNX

BIJS

Measures won4–2FNX wins · of 6 · 5Y

$10,000 · 5Y$15,034FNX · IJS $14,359

Lowest cost0.18%IJS · $18 on $10k

Most income1.37%IJS · $137 on $10k

Smallest drop−9.2%FNX · worst fall in 1Y

Held in common15.5%FNX and IJS

FNX

IJS

First Trust Mid Cap Core AlphaDEX Fund · $1.4BiShares S&P Small-Cap 600 Value ETF · $7.8B

+20.2%3 years · per year$17,361 · $17,153+19.7%

+8.5%5 years · per year$15,034 · $14,359+7.5%

0.62%Expense ratio$62 · $18 on $10k · lower wins0.18%

0.96%12-mo yield$96 · $137 on $10k1.37%

−9.2%Worst dropSmaller wins−9.3%

15.1%VolatilityLower wins15.9%

4–2FNX wins

$10,000 · 5 yearsOne scale

Shared top holdingsFNX · IJS

0.5%EPAM0.8%

0.4%MHK0.8%

0.4%VSXY0.9%

0.4%SM0.9%

Held in common15.5%

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	AFNX	First Trust Mid Cap Core AlphaDEX FundRead Desk		0.62%	0.96%	+1.6%	+15.0%	+17.1%	+20.2%	+8.5%	−9.2%	$1.4B
2	BIJS	iShares S&P Small-Cap 600 Value ETFRead Desk		0.18%	1.37%	+1.7%	+20.2%	+24.4%	+19.7%	+7.5%	−9.3%	$7.8B

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	AFNX	First Trust Mid Cap Core AlphaDEX FundRead Desk		0.62%	0.96%	+1.6%	+15.0%	+17.1%	+20.2%	+8.5%	−9.2%	$1.4B
2	BIJS	iShares S&P Small-Cap 600 Value ETFRead Desk		0.18%	1.37%	+1.7%	+20.2%	+24.4%	+19.7%	+7.5%	−9.3%	$7.8B

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

FNX vs IJS

FNX

First Trust Mid Cap Core AlphaDEX Fund

$15,034

IJS

iShares S&P Small-Cap 600 Value

$14,359

MeasureFNXIJS

Fee0.62%0.18%

Cost on $10k a year$62$18

Yield0.96%1.37%

5 years, per year+8.5%+7.5%

3 years, per year+20.2%+19.7%

Worst drop · 1Y−9.2%−9.3%

Volatility · 1Y15.1%15.9%

4–2measures won
FNX first

15.5%

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: FNX, IJS

Today

15.5%most shared, FNX and IJS

FNXIJS

FNX—15.5%

IJS15.5%—

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

Income After Fees on $10,000

$119most kept, IJS

IJS$137 − $18 = $119

FNX$96 − $62 = $34

KeptFee

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