FYT vs IJR

AFYT

BIJR

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$14,581FYT · IJR $13,468

Lowest cost0.06%IJR · $6 on $10k

Most income1.83%FYT · $183 on $10k

Smallest drop−8.6%FYT · worst fall in 1Y

Held in common21.6%FYT and IJR

FYT

IJR

First Trust Small Cap Value AlphaDEX Fund · $182MiShares Core S&P Small-Cap ETF · $106B

+18.8%3 years · per year$16,756 · $16,862+19.0%

+7.8%5 years · per year$14,581 · $13,468+6.1%

0.70%Expense ratio$70 · $6 on $10k · lower wins0.06%

1.83%12-mo yield$183 · $121 on $10k1.21%

−8.6%Worst dropSmaller wins−9.7%

15.9%VolatilityLower wins15.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFYT · IJR

0.3%PTEN0.3%

0.4%SIG0.3%

0.4%UCB0.2%

0.3%HP0.2%

Held in common21.6%

End-of-day Nov 3, 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	AFYT	First Trust Small Cap Value AlphaDEX FundRead Desk		0.70%	1.83%	−1.4%	+25.8%	+31.8%	+18.8%	+7.8%	−8.6%	$182M
2	BIJR	iShares Core S&P Small-Cap ETFRead Desk		0.06%	1.21%	−0.3%	+18.3%	+21.3%	+19.0%	+6.1%	−9.7%	$106.1B

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

Both

5Y2 funds

#			Trend
1	AFYT	First Trust Small Cap Value AlphaDEX FundRead Desk		0.70%	1.83%	−1.4%	+25.8%	+31.8%	+18.8%	+7.8%	−8.6%	$182M
2	BIJR	iShares Core S&P Small-Cap ETFRead Desk		0.06%	1.21%	−0.3%	+18.3%	+21.3%	+19.0%	+6.1%	−9.7%	$106.1B

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

Cards for this view

FYT vs IJR

FYT

First Trust Small Cap Value AlphaDEX Fund

$14,581

IJR

iShares Core S&P Small-Cap

$13,468

MeasureFYTIJR

Fee0.70%0.06%

Cost on $10k a year$70$6

Yield1.83%1.21%

5 years, per year+7.8%+6.1%

3 years, per year+18.8%+19.0%

Worst drop · 1Y−8.6%−9.7%

Volatility · 1Y15.9%15.8%

3–3measures won
level

21.6%

holdings shared

Nov 3, 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 3, 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 3, 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 3, 2026

Overlap: FYT, IJR

Today

21.6%most shared, FYT and IJR

FYTIJR

FYT—21.6%

IJR21.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$115most kept, IJR

IJR$121 − $6 = $115

FYT$183 − $70 = $113

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee