FNY vs IWR

AFNY

BIWR

Measures won1–5IWR wins · of 6 · 5Y

$10,000 · 5Y$14,137IWR · FNY $12,687

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 common8.1%FNY and IWR

First Trust Mid Cap Growth AlphaDEX Fund · $553MiShares Russell Mid-Cap ETF · $58.7B

+18.9%3 years · per year$16,814 · $16,665+18.6%

+4.9%5 years · per year$12,687 · $14,136+7.2%

0.73%Expense ratio$73 · $18 on $10k · lower wins0.18%

0.00%12-mo yield$0 · $115 on $10k1.15%

−14.9%

End-of-day Nov 10, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

5Y2 funds

#			Trend
1	BIWR	iShares Russell Mid-Cap ETFRead Desk		0.18%	1.15%	−0.1%	+15.8%	+17.4%	+18.6%	+7.2%	−8.2%	$58.7B
2	AFNY	First Trust Mid Cap Growth AlphaDEX FundRead Desk		0.73%	0.00%	−0.5%	+7.8%	+8.2%	+18.9%	+4.9%	−14.9%	$553M

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

5Y2 funds

#			Trend
1	BIWR	iShares Russell Mid-Cap ETFRead Desk		0.18%	1.15%	−0.1%	+15.8%	+17.4%	+18.6%	+7.2%	−8.2%	$58.7B
2	AFNY	First Trust Mid Cap Growth AlphaDEX FundRead Desk		0.73%	0.00%	−0.5%	+7.8%	+8.2%	+18.9%	+4.9%	−14.9%	$553M

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FNY

First Trust Mid Cap Growth AlphaDEX Fund

$12,687

IWR

iShares Russell Mid-Cap

$14,137

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