FNX vs IWR

AFNX

BIWR

Measures won1–5IWR wins · of 6 · 5Y

$10,000 · 5Y$14,519FNX · IWR $14,220

Lowest cost0.18%IWR · $18 on $10k

Most income1.15%IWR · $115 on $10k

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

Held in common18.1%FNX and IWR

FNX

IWR

First Trust Mid Cap Core AlphaDEX Fund · $1.4BiShares Russell Mid-Cap ETF · $58.2B

+19.8%3 years · per year$17,172 · $17,698+21.0%

+7.7%5 years · per year$14,519 · $14,220+7.3%

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

0.98%12-mo yield$98 · $115 on $10k1.15%

−9.2%Worst dropSmaller wins−8.2%

15.0%VolatilityLower wins13.4%

1–5IWR wins

$10,000 · 5 yearsOne scale

Shared top holdingsFNX · IWR

0.4%RBRK0.1%

0.4%APA0.1%

0.2%RGA0.1%

0.3%CRL0.1%

Held in common18.1%

End-of-day Nov 3, 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%	0.98%	−0.3%	+13.2%	+15.0%	+19.8%	+7.7%	−9.2%	$1.4B
2	BIWR	iShares Russell Mid-Cap ETFRead Desk		0.18%	1.15%	0.0%	+15.6%	+16.7%	+21.0%	+7.3%	−8.2%	$58.2B

End-of-day Nov 3, 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%	0.98%	−0.3%	+13.2%	+15.0%	+19.8%	+7.7%	−9.2%	$1.4B
2	BIWR	iShares Russell Mid-Cap ETFRead Desk		0.18%	1.15%	0.0%	+15.6%	+16.7%	+21.0%	+7.3%	−8.2%	$58.2B

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

Cards for this view

FNX vs IWR

FNX

First Trust Mid Cap Core AlphaDEX Fund

$14,519

IWR

iShares Russell Mid-Cap

$14,220

MeasureFNXIWR

Fee0.62%0.18%

Cost on $10k a year$62$18

Yield0.98%1.15%

5 years, per year+7.7%+7.3%

3 years, per year+19.8%+21.0%

Worst drop · 1Y−9.2%−8.2%

Volatility · 1Y15.0%13.4%

5–1measures won
IWR first

18.1%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: FNX, IWR

Today

18.1%most shared, FNX and IWR

FNXIWR

FNX—18.1%

IWR18.1%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$97most kept, IWR

IWR$115 − $18 = $97

FNX$98 − $62 = $36

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee