FXL vs IJS

AFXL

BIJS

Measures won2–4IJS wins · of 6 · 5Y

$10,000 · 5Y$15,005FXL · FNX $14,322

Lowest cost0.18%IJS · $18 on $10k

Most income1.42%IJS · $142 on $10k

Smallest drop−9.2%FNX · worst fall in 1Y

Held in common2.2%FXL and IJS

FXL

IJS

First Trust Technology AlphaDEX Fund · $2.6BiShares S&P Small-Cap 600 Value ETF · $7.5B

+23.1%3 years · per year$18,639 · $16,272+17.6%

+8.5%5 years · per year$15,005 · $13,645+6.4%

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

0.00%12-mo yield$0 · $142 on $10k1.42%

−15.3%Worst dropSmaller wins−9.3%

27.8%VolatilityLower wins16.2%

2–4IJS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFXL · IJS

2.6%EPAM0.9%

2.0%MBGL0.4%

0.3%MTCH1.0%

1.7%PPLI0.3%

Held in common2.2%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	AFXL	First Trust Technology AlphaDEX FundRead Desk	0.60%	0.00%	+1.0%	+17.2%	+14.5%	+23.1%	+8.5%	−15.3%	$2.6B
2	FNX	First Trust Mid Cap Core AlphaDEX FundRead Desk	0.62%	0.99%	−0.1%	+11.2%	+13.5%	+18.2%	+7.4%	−9.2%	$1.4B
3	BIJS	iShares S&P Small-Cap 600 Value ETFRead Desk	0.18%	1.42%	−0.4%	+15.7%	+19.1%	+17.6%	+6.4%	−9.3%	$7.5B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AFXL	First Trust Technology AlphaDEX FundRead Desk	0.60%	0.00%	+1.0%	+17.2%	+14.5%	+23.1%	+8.5%	−15.3%	$2.6B
2	FNX	First Trust Mid Cap Core AlphaDEX FundRead Desk	0.62%	0.99%	−0.1%	+11.2%	+13.5%	+18.2%	+7.4%	−9.2%	$1.4B
3	BIJS	iShares S&P Small-Cap 600 Value ETFRead Desk	0.18%	1.42%	−0.4%	+15.7%	+19.1%	+17.6%	+6.4%	−9.3%	$7.5B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FXL vs IJS

FXL

First Trust Technology AlphaDEX Fund

$15,005

IJS

iShares S&P Small-Cap 600 Value

$13,645

MeasureFXLIJS

Fee0.60%0.18%

Cost on $10k a year$60$18

Yield0.00%1.42%

5 years, per year+8.5%+6.4%

3 years, per year+23.1%+17.6%

Worst drop · 1Y−15.3%−9.3%

Volatility · 1Y27.8%16.2%

4–2measures won
IJS first

2.2%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: FXL, IJS, FNX

Today

15.5%most shared, IJS and FNX

FXLIJSFNX

FXL—2.2%6.9%

IJS2.2%—15.5%

FNX6.9%15.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$124most kept, IJS

IJS$142 − $18 = $124

FNX$99 − $62 = $37

FXL$0 − $60 = −$60

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee