FRTY vs IWR

AFRTY

BIWR

Measures won1–5IWR wins · of 6 · 5Y

$10,000 · 5Y$14,596IWR · FRTY $9,587

Lowest cost0.18%IWR · $18 on $10k

Most income1.14%IWR · $114 on $10k

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

Held in common6.7%FRTY and IWR

FRTY

IWR

Alger Mid Cap 40 ETF · $139MiShares Russell Mid-Cap ETF · $58.2B

+23.0%3 years · per year$18,629 · $17,790+21.2%

−0.8%5 years · per year$9,587 · $14,596+7.9%

0.60%Expense ratio$60 · $18 on $10k · lower wins0.18%

0.19%12-mo yield$19 · $114 on $10k1.14%

−18.2%Worst dropSmaller wins−8.2%

28.5%VolatilityLower wins13.4%

1–5IWR wins

$10,000 · 5 yearsOne scale

Shared top holdingsFRTY · IWR

3.3%SNOW0.7%

3.5%NET0.6%

1.9%DDOG0.5%

2.0%HOOD0.5%

Held in common6.7%

End-of-day Nov 4, 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	BIWR	iShares Russell Mid-Cap ETFRead Desk		0.18%	1.14%	+1.1%	+16.9%	+18.2%	+21.2%	+7.9%	−8.2%	$58.2B
2	AFRTY	Alger Mid Cap 40 ETFRead Desk		0.60%	0.19%	−1.9%	+1.3%	−5.9%	+23.0%	−0.8%	−18.2%	$139M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIWR	iShares Russell Mid-Cap ETFRead Desk		0.18%	1.14%	+1.1%	+16.9%	+18.2%	+21.2%	+7.9%	−8.2%	$58.2B
2	AFRTY	Alger Mid Cap 40 ETFRead Desk		0.60%	0.19%	−1.9%	+1.3%	−5.9%	+23.0%	−0.8%	−18.2%	$139M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FRTY vs IWR

FRTY

Alger Mid Cap 40

$9,587

IWR

iShares Russell Mid-Cap

$14,596

MeasureFRTYIWR

Fee0.60%0.18%

Cost on $10k a year$60$18

Yield0.19%1.14%

5 years, per year−0.8%+7.9%

3 years, per year+23.0%+21.2%

Worst drop · 1Y−18.2%−8.2%

Volatility · 1Y28.5%13.4%

5–1measures won
IWR first

6.7%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: FRTY, IWR

Today

6.7%most shared, FRTY and IWR

FRTYIWR

FRTY—6.7%

IWR6.7%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$96most kept, IWR

IWR$114 − $18 = $96

FRTY$19 − $60 = −$41

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee