IJS vs FNX

AIJS

BFNX

Measures won2–4FNX wins · of 6 · 5Y

$10,000 · 5Y$14,322FNX · IJS $13,645

Lowest cost0.18%IJS · $18 on $10k

Most income2.70%BTAL · $270 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 · $7.6BFirst Trust Mid Cap Core AlphaDEX Fund · $1.4B

+17.6%3 years · per year$16,272 · $16,527+18.2%

+6.4%5 years · per year$13,645 · $14,322+7.4%

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

1.42%12-mo yield$142 · $99 on $10k0.99%

−9.3%Worst dropSmaller wins−9.2%

16.2%VolatilityLower wins15.4%

2–4FNX wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIJS · FNX

0.9%EPAM0.5%

0.8%MHK0.4%

0.9%VSXY0.4%

0.4%ADT0.6%

Held in common15.5%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BFNX	First Trust Mid Cap Core AlphaDEX FundRead Desk	0.62%	0.99%	−0.1%	+11.2%	+13.5%	+18.2%	+7.4%	−9.2%	$1.4B
2	AIJS	iShares S&P Small-Cap 600 Value ETFRead Desk	0.18%	1.42%	−0.4%	+15.7%	+19.1%	+17.6%	+6.4%	−9.3%	$7.6B
3	BTAL	AGF U.S. Market Neutral Anti-Beta FundRead Desk	1.53%	2.70%	−2.6%	−7.9%	−8.8%	−11.1%	−2.1%	−29.2%	$363M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BFNX	First Trust Mid Cap Core AlphaDEX FundRead Desk	0.62%	0.99%	−0.1%	+11.2%	+13.5%	+18.2%	+7.4%	−9.2%	$1.4B
2	AIJS	iShares S&P Small-Cap 600 Value ETFRead Desk	0.18%	1.42%	−0.4%	+15.7%	+19.1%	+17.6%	+6.4%	−9.3%	$7.6B
3	BTAL	AGF U.S. Market Neutral Anti-Beta FundRead Desk	1.53%	2.70%	−2.6%	−7.9%	−8.8%	−11.1%	−2.1%	−29.2%	$363M

End-of-day Nov 6, 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

$13,645

FNX

First Trust Mid Cap Core AlphaDEX Fund

$14,322

MeasureIJSFNX

Fee0.18%0.62%

Cost on $10k a year$18$62

Yield1.42%0.99%

5 years, per year+6.4%+7.4%

3 years, per year+17.6%+18.2%

Worst drop · 1Y−9.3%−9.2%

Volatility · 1Y16.2%15.4%

4–2measures won
FNX first

15.5%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: IJS, FNX, BTAL

Today

15.5%most shared, FNX and BTAL

IJSFNXBTAL

IJS—15.5%2.3%

FNX15.5%—15.5%

BTAL2.3%15.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$124most kept, IJS

IJS$142 − $18 = $124

BTAL$270 − $153 = $117

FNX$99 − $62 = $37

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee