FXL vs IJS

AFXL

BIJS

Measures won2–4IJS wins · of 6 · 5Y

$10,000 · 5Y$16,225FXL · FNX $15,034

Lowest cost0.05%IJH · $5 on $10k

Most income1.39%IJS · $139 on $10k

Smallest drop−8.8%IJH · worst fall in 1Y

Held in common1.9%FXL and IJS

FXL

IJS

First Trust Technology AlphaDEX Fund · $2.6BiShares S&P Small-Cap 600 Value ETF · $7.7B

+26.6%3 years · per year$20,276 · $17,014+19.4%

+10.1%5 years · per year$16,150 · $13,814+6.7%

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

0.00%12-mo yield$0 · $139 on $10k1.39%

−15.2%Worst dropSmaller wins−9.3%

27.2%VolatilityLower wins15.9%

2–4IJS wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsFXL · IJS

2.0%EPAM0.8%

1.7%MBGL0.3%

0.3%MTCH1.0%

1.7%RNG0.3%

Held in common1.9%

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

All Four

5Y4 funds

#
1	AFXL	First Trust Technology AlphaDEX FundRead Desk	0.60%	0.00%	+0.6%	+25.0%	+19.7%	+26.6%	+10.1%	−15.2%	$2.6B
2	FNX	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
3	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.22%	+0.3%	+13.2%	+15.7%	+18.5%	+7.4%	−8.8%	$124.6B
4	BIJS	iShares S&P Small-Cap 600 Value ETFRead Desk	0.18%	1.39%	−0.8%	+18.3%	+22.6%	+19.4%	+6.7%	−9.3%	$7.7B

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

All Four

5Y4 funds

#
1	AFXL	First Trust Technology AlphaDEX FundRead Desk	0.60%	0.00%	+0.6%	+25.0%	+19.7%	+26.6%	+10.1%	−15.2%	$2.6B
2	FNX	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
3	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.22%	+0.3%	+13.2%	+15.7%	+18.5%	+7.4%	−8.8%	$124.6B
4	BIJS	iShares S&P Small-Cap 600 Value ETFRead Desk	0.18%	1.39%	−0.8%	+18.3%	+22.6%	+19.4%	+6.7%	−9.3%	$7.7B

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

FXL vs IJS

FXL

First Trust Technology AlphaDEX Fund

$16,150

IJS

iShares S&P Small-Cap 600 Value

$13,814

MeasureFXLIJS

Fee0.60%0.18%

Cost on $10k a year$60$18

Yield0.00%1.39%

5 years, per year+10.1%+6.7%

3 years, per year+26.6%+19.4%

Worst drop · 1Y−15.2%−9.3%

Volatility · 1Y27.2%15.9%

4–2measures won
IJS first

1.9%

holdings shared

Nov 4, 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 4, 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 4, 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 4, 2026

Overlap: FXL, IJS, FNX, IJH

Today

38.7%most shared, FNX and IJH

FXLIJSFNXIJH

FXL—1.9%7.4%8.5%

IJS1.9%—16.0%0.0%

FNX7.4%16.0%—38.7%

IJH8.5%0.0%38.7%—

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

Income After Fees on $10,000

$121most kept, IJS

IJS$139 − $18 = $121

IJH$122 − $5 = $117

FNX$98 − $62 = $36

FXL$0 − $60 = −$60

KeptFee

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