IJS vs FNX5YIJSIJSAvsBFNXFNXiShares S&P Small-Cap 600 Value ETF · $7.7BFirst Trust Mid Cap Core AlphaDEX Fund · $1.4BReturns · dividends in+16.7%3 years · per year$15,911 · $16,256+17.6%+5.9%5 years · per year$13,344 · $14,156+7.2%Cost and income0.18%Expense ratio$18 · $62 on $10k · lower wins0.62%1.39%
Overlap: IJS, FNX, IJHToday39.0%most shared, FNX and IJHIJSFNXIJHIJS—15.7%0.0%FNX15.7%—39.0%IJH0.0%39.0%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
IJS vs FNX5YAIJSiShares S&P Small-Cap 600 Value$13,344vsFNXBFirst Trust Mid Cap Core AlphaDEX Fund$14,156$10k$13kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BFNXFirst Trust Mid Cap Core AlphaDEX FundReadDesk0.62%0.98%−1.2%+13.0%+15.1%+17.6%+7.2%−9.2%$1.4B2IJHiShares Core S&P Mid-Cap ETFReadDesk0.05%1.22%−1.2%+12.8%+14.5%+16.3%+6.7%−8.8%$124.0B3AIJSiShares S&P Small-Cap 600 Value ETFReadDesk0.18%1.39%−1.0%+18.1%+20.1%+16.7%+5.9%−9.3%$7.7BEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BFNXFirst Trust Mid Cap Core AlphaDEX FundReadDesk0.62%0.98%−1.2%+13.0%+15.1%+17.6%+7.2%−9.2%$1.4B2IJHiShares Core S&P Mid-Cap ETFReadDesk0.05%1.22%−1.2%+12.8%+14.5%+16.3%+6.7%−8.8%$124.0B3AIJSiShares S&P Small-Cap 600 Value ETFReadDesk0.18%1.39%−1.0%+18.1%+20.1%+16.7%+5.9%−9.3%$7.7BEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.2%vsBVVIGVanguard+16.0%Jan 1Nov 12+34.2%+16.0%+34.2%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 12, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+7.8%vsBJMJEPIJ.P. Morgan+8.3%Jan 1Nov 12+7.8%+8.3%+7.8%Year to date+8.3%12.2%Yield7.9%$42.6BAssets$47.3B1–1levelEnd-of-day Nov 12, 2026
SPYM vs SPYYTDSPDRSPYMSA+12.0%vsBSSPYSPDR+11.9%Jan 1Nov 12+12.0%+11.9%+12.0%Year to date+11.9%1.0%Yield1.0%$186BAssets$806B1–0SPYM winsEnd-of-day Nov 12, 2026
Overlap: IJS, FNX, IJHToday39.0%most shared, FNX and IJHIJSFNXIJHIJS—15.7%0.0%FNX15.7%—39.0%IJH0.0%39.0%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$121most kept, IJSIJS$139 − $18 = $121IJH$122 − $5 = $117FNX$98 − $62 = $36KeptFeeEnd-of-day Nov 12, 2026 · yield in dollars minus the fee