FXL vs IJS5YFXLFXLAvsBIJSIJSFirst Trust Technology AlphaDEX Fund · $2.6BiShares S&P Small-Cap 600 Value ETF · $7.7BReturns · dividends in+24.1%3 years · per year$19,106 · $15,965+16.9%+9.4%5 years · per year$15,683 · $13,404+6.0%Cost and income0.60%Expense ratio$60 · $18 on $10k · lower wins0.18%0.00%12-mo yield$0 · $138 on $10k
Overlap: FXL, IJS, IJHToday8.2%most shared, FXL and IJHFXLIJSIJHFXL—2.1%8.2%IJS2.1%—0.0%IJH8.2%0.0%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
FXL vs IJS5YAFXLFirst Trust Technology AlphaDEX Fund$15,683vsIJSBiShares S&P Small-Cap 600 Value$13,405$10k$15kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1AFXLFirst Trust Technology AlphaDEX FundReadDesk0.60%0.00%+2.6%+24.5%+21.3%+24.1%+9.4%−15.3%$2.6B2IJHiShares Core S&P Mid-Cap ETFReadDesk0.05%1.21%+0.8%+14.2%+15.9%+16.7%+6.9%−8.8%$124.5B3BIJSiShares S&P Small-Cap 600 Value ETFReadDesk0.18%1.38%+0.7%+19.3%+22.0%+16.9%+6.0%−9.3%$7.7BEnd-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▲▼1AFXLFirst Trust Technology AlphaDEX FundReadDesk0.60%0.00%+2.6%+24.5%+21.3%+24.1%+9.4%−15.3%$2.6B2IJHiShares Core S&P Mid-Cap ETFReadDesk0.05%1.21%+0.8%+14.2%+15.9%+16.7%+6.9%−8.8%$124.5B3BIJSiShares S&P Small-Cap 600 Value ETFReadDesk0.18%1.38%+0.7%+19.3%+22.0%+16.9%+6.0%−9.3%$7.7BEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
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
SPYM vs SPYYTDSPDRSPYMSA+12.4%vsBSSPYSPDR+12.3%Jan 1Nov 11+12.4%+12.3%+12.4%Year to date+12.3%1.0%Yield1.0%$183BAssets$792B1–0SPYM winsEnd-of-day Nov 11, 2026
Overlap: FXL, IJS, IJHToday8.2%most shared, FXL and IJHFXLIJSIJHFXL—2.1%8.2%IJS2.1%—0.0%IJH8.2%0.0%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$120most kept, IJSIJS$138 − $18 = $120IJH$121 − $5 = $116FXL$0 − $60 = −$60KeptFeeEnd-of-day Nov 11, 2026 · yield in dollars minus the fee