FYT vs IWM

AFYT

BIWM

Measures won4–2FYT wins · of 6 · 5Y

$10,000 · 5Y$14,794FYT · IWM $12,637

Lowest cost0.19%IWM · $19 on $10k

Most income1.82%FYT · $182 on $10k

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

Held in common17.0%FYT and IWM

FYT

IWM

First Trust Small Cap Value AlphaDEX Fund · $179MiShares Russell 2000 ETF · $77.4B

+18.6%3 years · per year$16,669 · $17,029+19.4%

+8.1%5 years · per year$14,794 · $12,637+4.8%

0.70%Expense ratio$70 · $19 on $10k · lower wins0.19%

1.82%12-mo yield$182 · $101 on $10k1.01%

−8.6%Worst dropSmaller wins−11.1%

16.4%VolatilityLower wins18.7%

4–2FYT wins

$10,000 · 5 yearsOne scale

Shared top holdingsFYT · IWM

0.4%SIG0.2%

0.2%OPCH0.2%

0.3%TCBI0.2%

0.3%KTB0.2%

Held in common17.0%

End-of-day Nov 5, 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%	1.82%	−2.6%	+26.6%	+33.4%	+18.6%	+8.1%	−8.6%	$179M
2	BIWM	iShares Russell 2000 ETFRead Desk		0.19%	1.01%	−4.6%	+10.8%	+13.5%	+19.4%	+4.8%	−11.1%	$77.4B

End-of-day Nov 5, 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%	1.82%	−2.6%	+26.6%	+33.4%	+18.6%	+8.1%	−8.6%	$179M
2	BIWM	iShares Russell 2000 ETFRead Desk		0.19%	1.01%	−4.6%	+10.8%	+13.5%	+19.4%	+4.8%	−11.1%	$77.4B

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

Cards for this view

FYT vs IWM

FYT

First Trust Small Cap Value AlphaDEX Fund

$14,794

IWM

iShares Russell 2000

$12,637

MeasureFYTIWM

Fee0.70%0.19%

Cost on $10k a year$70$19

Yield1.82%1.01%

5 years, per year+8.1%+4.8%

3 years, per year+18.6%+19.4%

Worst drop · 1Y−8.6%−11.1%

Volatility · 1Y16.4%18.7%

4–2measures won
FYT first

17.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

IWM vs VB

YTD

iSharesIWM

+10.8%

VBVanguard

+11.2%

+10.8%Year to date+11.2%

1.0%Yield1.3%

$77.4BAssets$76.9B

2–0VB wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: FYT, IWM

Today

17.0%most shared, FYT and IWM

FYTIWM

FYT—17.0%

IWM17.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$112most kept, FYT

FYT$182 − $70 = $112

IWM$101 − $19 = $82

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee