FNX vs IWR5YFNXFNXAvsBIWRIWRFirst Trust Mid Cap Core AlphaDEX Fund · $1.4BiShares Russell Mid-Cap ETF · $58.7BReturns · dividends in+17.9%3 years · per year$16,381 · $16,967+19.3%+7.3%5 years · per year$14,243 · $14,198+7.3%Cost and income0.62%Expense ratio$62 · $18 on $10k · lower wins0.18%0.97%12-mo yield$97 · $114 on $10k
Overlap: FNX, IWR, VUGToday18.2%most shared, FNX and IWRFNXIWRVUGFNX—18.2%0.1%IWR18.2%—7.0%VUG0.1%7.0%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
FNX vs IWR5YAFNXFirst Trust Mid Cap Core AlphaDEX Fund$14,243vsIWRBiShares Russell Mid-Cap$14,198$10k$13kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%+1.7%+5.1%+3.6%+22.6%+10.6%−15.1%$232.9B2AFNXFirst Trust Mid Cap Core AlphaDEX FundReadDesk0.62%0.97%+0.6%+14.4%+16.5%+17.9%+7.3%−9.2%$1.4B3BIWRiShares Russell Mid-Cap ETFReadDesk0.18%1.14%+1.0%+17.0%+17.6%+19.3%+7.3%−8.2%$58.7BEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%+1.7%+5.1%+3.6%+22.6%+10.6%−15.1%$232.9B2AFNXFirst Trust Mid Cap Core AlphaDEX FundReadDesk0.62%0.97%+0.6%+14.4%+16.5%+17.9%+7.3%−9.2%$1.4B3BIWRiShares Russell Mid-Cap ETFReadDesk0.18%1.14%+1.0%+17.0%+17.6%+19.3%+7.3%−8.2%$58.7BEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VUG vs SCHGYTDVanguardVUGVA+5.1%vsBSSCHGSchwab+5.9%Jan 1Nov 11+5.1%+5.9%+5.1%Year to date+5.9%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.0B1–1levelEnd-of-day Nov 11, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.6%vsBVVIGVanguard+16.0%Jan 1Nov 11+34.6%+16.0%+34.6%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 11, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+8.1%vsBJMJEPIJ.P. Morgan+8.6%Jan 1Nov 11+8.1%+8.6%+8.1%Year to date+8.6%12.2%Yield7.8%$42.0BAssets$46.6B1–1levelEnd-of-day Nov 11, 2026
Overlap: FNX, IWR, VUGToday18.2%most shared, FNX and IWRFNXIWRVUGFNX—18.2%0.1%IWR18.2%—7.0%VUG0.1%7.0%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$96most kept, IWRIWR$114 − $18 = $96VUG$41 − $3 = $38FNX$97 − $62 = $35KeptFeeEnd-of-day Nov 11, 2026 · yield in dollars minus the fee