FYX vs IWM

AFYX

BIWM

Measures won5–1FYX wins · of 6 · 5Y

$10,000 · 5Y$15,249FYX · IWM $12,637

Lowest cost0.19%IWM · $19 on $10k

Most income1.11%FYX · $111 on $10k

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

Held in common33.2%FYX and IWM

FYX

IWM

First Trust Small Cap Core AlphaDEX Fund · $1.4BiShares Russell 2000 ETF · $77.4B

+23.3%3 years · per year$18,750 · $17,029+19.4%

+8.8%5 years · per year$15,249 · $12,637+4.8%

0.58%Expense ratio$58 · $19 on $10k · lower wins0.19%

1.11%12-mo yield$111 · $101 on $10k1.01%

−8.8%Worst dropSmaller wins−11.1%

16.7%VolatilityLower wins18.7%

5–1FYX wins

$10,000 · 5 yearsOne scale

Shared top holdingsFYX · IWM

0.2%GRAL0.2%

0.3%TENB0.2%

0.2%OPCH0.2%

0.3%SIG0.2%

Held in common33.2%

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	AFYX	First Trust Small Cap Core AlphaDEX FundRead Desk		0.58%	1.11%	−3.3%	+22.2%	+28.2%	+23.3%	+8.8%	−8.8%	$1.4B
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	AFYX	First Trust Small Cap Core AlphaDEX FundRead Desk		0.58%	1.11%	−3.3%	+22.2%	+28.2%	+23.3%	+8.8%	−8.8%	$1.4B
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

FYX vs IWM

FYX

First Trust Small Cap Core AlphaDEX Fund

$15,249

IWM

iShares Russell 2000

$12,637

MeasureFYXIWM

Fee0.58%0.19%

Cost on $10k a year$58$19

Yield1.11%1.01%

5 years, per year+8.8%+4.8%

3 years, per year+23.3%+19.4%

Worst drop · 1Y−8.8%−11.1%

Volatility · 1Y16.7%18.7%

5–1measures won
FYX first

33.2%

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: FYX, IWM

Today

33.2%most shared, FYX and IWM

FYXIWM

FYX—33.2%

IWM33.2%—

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

Income After Fees on $10,000

$82most kept, IWM

IWM$101 − $19 = $82

FYX$111 − $58 = $53

KeptFee

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