IJS vs FNX

AIJS

BFNX

Measures won2–4FNX wins · of 6 · 5Y

$10,000 · 5Y$16,052VUG · FNX $14,318

Lowest cost0.03%VUG · $3 on $10k

Most income1.42%IJS · $142 on $10k

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

Held in common15.4%IJS and FNX

IJS

FNX

iShares S&P Small-Cap 600 Value ETF · $7.8BFirst Trust Mid Cap Core AlphaDEX Fund · $1.4B

+18.0%3 years · per year$16,426 · $16,664+18.6%

+6.4%5 years · per year$13,664 · $14,318+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%

16.3%VolatilityLower wins15.4%

2–4FNX wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIJS · FNX

0.8%EPAM0.4%

0.9%VSXY0.4%

0.8%MHK0.4%

0.4%ADT0.6%

Held in common15.4%

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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	BFNX	First Trust Mid Cap Core AlphaDEX FundRead Desk	0.62%	0.99%	−3.2%	+11.3%	+14.9%	+18.6%	+7.4%	−9.2%	$1.4B
3	AIJS	iShares S&P Small-Cap 600 Value ETFRead Desk	0.18%	1.42%	−3.4%	+16.2%	+21.7%	+18.0%	+6.4%	−9.3%	$7.8B

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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	BFNX	First Trust Mid Cap Core AlphaDEX FundRead Desk	0.62%	0.99%	−3.2%	+11.3%	+14.9%	+18.6%	+7.4%	−9.2%	$1.4B
3	AIJS	iShares S&P Small-Cap 600 Value ETFRead Desk	0.18%	1.42%	−3.4%	+16.2%	+21.7%	+18.0%	+6.4%	−9.3%	$7.8B

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

IJS vs FNX

IJS

iShares S&P Small-Cap 600 Value

$13,664

FNX

First Trust Mid Cap Core AlphaDEX Fund

$14,318

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+18.0%+18.6%

Worst drop · 1Y−9.3%−9.2%

Volatility · 1Y16.3%15.4%

4–2measures won
FNX first

15.4%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

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: IJS, FNX, VUG

Today

15.4%most shared, IJS and FNX

IJSFNXVUG

IJS—15.4%0.0%

FNX15.4%—0.1%

VUG0.0%0.1%—

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

Income After Fees on $10,000

$124most kept, IJS

IJS$142 − $18 = $124

VUG$43 − $3 = $40

FNX$99 − $62 = $37

KeptFee

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