FNX vs IJS

AFNX

BIJS

Measures won4–2FNX wins · of 6 · 5Y

$10,000 · 5Y$15,892IWF · FNX $14,422

Lowest cost0.03%VO · $3 on $10k

Most income1.38%IJS · $138 on $10k

Smallest drop−8.2%VO · 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

+18.3%3 years · per year$16,539 · $16,208+17.5%

+7.6%5 years · per year$14,422 · $13,632+6.4%

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

0.97%12-mo yield$97 · $138 on $10k1.38%

−9.2%Worst dropSmaller wins−9.3%

15.5%VolatilityLower wins16.3%

4–2FNX wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsFNX · IJS

0.5%EPAM0.9%

0.4%VSXY0.9%

0.4%MHK0.8%

0.6%ADT0.4%

Held in common15.5%

End-of-day Nov 9, 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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
2	AFNX	First Trust Mid Cap Core AlphaDEX FundRead Desk	0.62%	0.97%	+2.6%	+14.1%	+18.2%	+18.3%	+7.6%	−9.2%	$1.4B
3	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B
4	BIJS	iShares S&P Small-Cap 600 Value ETFRead Desk	0.18%	1.38%	+2.8%	+18.9%	+24.5%	+17.5%	+6.4%	−9.3%	$7.8B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
2	AFNX	First Trust Mid Cap Core AlphaDEX FundRead Desk	0.62%	0.97%	+2.6%	+14.1%	+18.2%	+18.3%	+7.6%	−9.2%	$1.4B
3	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B
4	BIJS	iShares S&P Small-Cap 600 Value ETFRead Desk	0.18%	1.38%	+2.8%	+18.9%	+24.5%	+17.5%	+6.4%	−9.3%	$7.8B

End-of-day Nov 9, 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

$14,422

IJS

iShares S&P Small-Cap 600 Value

$13,632

MeasureFNXIJS

Fee0.62%0.18%

Cost on $10k a year$62$18

Yield0.97%1.38%

5 years, per year+7.6%+6.4%

3 years, per year+18.3%+17.5%

Worst drop · 1Y−9.2%−9.3%

Volatility · 1Y15.5%16.3%

4–2measures won
FNX first

15.5%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: FNX, IJS, VO, IWF

Today

15.5%most shared, FNX and IJS

FNXIJSVOIWF

FNX—15.5%0.1%1.2%

IJS15.5%—0.0%0.0%

VO0.1%0.0%—9.2%

IWF1.2%0.0%9.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

IJS$138 − $18 = $120

FNX$97 − $62 = $35

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee