IJS vs FNX

AIJS

BFNX

Measures won2–4FNX wins · of 6 · 5Y

$10,000 · 5Y$15,034FNX · IJS $14,359

Lowest cost0.18%IJS · $18 on $10k

Most income1.37%IJS · $137 on $10k

Smallest drop−9.2%FNX · worst fall in 1Y

Held in common15.5%IJS and FNX

IJS

FNX

iShares S&P Small-Cap 600 Value ETF · $7.7BFirst Trust Mid Cap Core AlphaDEX Fund · $1.4B

+19.7%3 years · per year$17,153 · $17,361+20.2%

+7.5%5 years · per year$14,359 · $15,034+8.5%

0.18%Expense ratio$18 · $62 on $10k · lower wins0.62%

1.37%12-mo yield$137 · $96 on $10k0.96%

−9.3%Worst dropSmaller wins−9.2%

15.9%VolatilityLower wins15.1%

2–4FNX wins

$10,000 · 5 yearsOne scale

Shared top holdingsIJS · FNX

0.8%EPAM0.5%

0.8%MHK0.4%

0.9%VSXY0.4%

0.9%SM0.4%

Held in common15.5%

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

Both

5Y2 funds

#			Trend
1	BFNX	First Trust Mid Cap Core AlphaDEX FundRead Desk		0.62%	0.96%	+1.6%	+15.0%	+17.1%	+20.2%	+8.5%	−9.2%	$1.4B
2	AIJS	iShares S&P Small-Cap 600 Value ETFRead Desk		0.18%	1.37%	+1.7%	+20.2%	+24.4%	+19.7%	+7.5%	−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

Both

5Y2 funds

#			Trend
1	BFNX	First Trust Mid Cap Core AlphaDEX FundRead Desk		0.62%	0.96%	+1.6%	+15.0%	+17.1%	+20.2%	+8.5%	−9.2%	$1.4B
2	AIJS	iShares S&P Small-Cap 600 Value ETFRead Desk		0.18%	1.37%	+1.7%	+20.2%	+24.4%	+19.7%	+7.5%	−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

IJS vs FNX

IJS

iShares S&P Small-Cap 600 Value

$14,359

FNX

First Trust Mid Cap Core AlphaDEX Fund

$15,034

MeasureIJSFNX

Fee0.18%0.62%

Cost on $10k a year$18$62

Yield1.37%0.96%

5 years, per year+7.5%+8.5%

3 years, per year+19.7%+20.2%

Worst drop · 1Y−9.3%−9.2%

Volatility · 1Y15.9%15.1%

4–2measures won
FNX first

15.5%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: IJS, FNX

Today

15.5%most shared, IJS and FNX

IJSFNX

IJS—15.5%

FNX15.5%—

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

Income After Fees on $10,000

$119most kept, IJS

IJS$137 − $18 = $119

FNX$96 − $62 = $34

KeptFee

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