FNX vs IJS

AFNX

BIJS

Measures won4–2FNX wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG · IWF $15,441

Lowest cost0.03%VUG · $3 on $10k

Most income1.42%IJS · $142 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 · $7.5B

+18.2%3 years · per year$16,527 · $16,272+17.6%

+7.4%5 years · per year$14,322 · $13,645+6.4%

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

0.99%12-mo yield$99 · $142 on $10k1.42%

−9.2%Worst dropSmaller wins−9.3%

15.4%VolatilityLower wins16.2%

4–2FNX wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsFNX · IJS

0.5%EPAM0.9%

0.4%MHK0.8%

0.4%VSXY0.9%

0.6%ADT0.4%

Held in common15.5%

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

All Four

5Y4 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
3	AFNX	First Trust Mid Cap Core AlphaDEX FundRead Desk	0.62%	0.99%	−0.1%	+11.2%	+13.5%	+18.2%	+7.4%	−9.2%	$1.4B
4	BIJS	iShares S&P Small-Cap 600 Value ETFRead Desk	0.18%	1.42%	−0.4%	+15.7%	+19.1%	+17.6%	+6.4%	−9.3%	$7.5B

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

All Four

5Y4 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
3	AFNX	First Trust Mid Cap Core AlphaDEX FundRead Desk	0.62%	0.99%	−0.1%	+11.2%	+13.5%	+18.2%	+7.4%	−9.2%	$1.4B
4	BIJS	iShares S&P Small-Cap 600 Value ETFRead Desk	0.18%	1.42%	−0.4%	+15.7%	+19.1%	+17.6%	+6.4%	−9.3%	$7.5B

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

FNX vs IJS

FNX

First Trust Mid Cap Core AlphaDEX Fund

$14,322

IJS

iShares S&P Small-Cap 600 Value

$13,645

MeasureFNXIJS

Fee0.62%0.18%

Cost on $10k a year$62$18

Yield0.99%1.42%

5 years, per year+7.4%+6.4%

3 years, per year+18.2%+17.6%

Worst drop · 1Y−9.2%−9.3%

Volatility · 1Y15.4%16.2%

4–2measures won
FNX first

15.5%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: FNX, IJS, IWF, VUG

Today

78.0%most shared, IWF and VUG

FNXIJSIWFVUG

FNX—15.5%1.2%0.1%

IJS15.5%—0.0%0.0%

IWF1.2%0.0%—78.0%

VUG0.1%0.0%78.0%—

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

Income After Fees on $10,000

$124most kept, IJS

IJS$142 − $18 = $124

VUG$42 − $3 = $39

FNX$99 − $62 = $37

IWF$39 − $18 = $21

KeptFee

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