IWR vs FNK

AIWR

BFNK

Measures won4–2IWR wins · of 6 · 5Y

$10,000 · 5Y$15,072FNK · IWR $13,915

Lowest cost0.18%IWR · $18 on $10k

Most income1.53%FNK · $153 on $10k

Smallest drop−8.2%IWR · worst fall in 1Y

Held in common10.4%IWR and FNK

IWR

FNK

iShares Russell Mid-Cap ETF · $58.8BFirst Trust Mid Cap Value AlphaDEX Fund · $241M

+19.4%3 years · per year$17,017 · $15,921+16.8%

+6.8%5 years · per year$13,915 · $15,072+8.6%

0.18%Expense ratio$18 · $74 on $10k · lower wins0.74%

1.18%12-mo yield$118 · $153 on $10k1.53%

−8.2%Worst dropSmaller wins−9.1%

13.8%VolatilityLower wins13.9%

4–2IWR wins

$10,000 · 5 yearsOne scale

Shared top holdingsIWR · FNK

0.1%SWK0.4%

0.1%HST0.6%

0.1%RGA0.3%

0.1%MAS0.2%

Held in common10.4%

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

Both

5Y2 funds

#			Trend
1	BFNK	First Trust Mid Cap Value AlphaDEX FundRead Desk		0.74%	1.53%	−2.1%	+16.6%	+22.8%	+16.8%	+8.6%	−9.1%	$241M
2	AIWR	iShares Russell Mid-Cap ETFRead Desk		0.18%	1.18%	−3.5%	+12.8%	+15.3%	+19.4%	+6.8%	−8.2%	$58.8B

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	BFNK	First Trust Mid Cap Value AlphaDEX FundRead Desk		0.74%	1.53%	−2.1%	+16.6%	+22.8%	+16.8%	+8.6%	−9.1%	$241M
2	AIWR	iShares Russell Mid-Cap ETFRead Desk		0.18%	1.18%	−3.5%	+12.8%	+15.3%	+19.4%	+6.8%	−8.2%	$58.8B

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

IWR vs FNK

IWR

iShares Russell Mid-Cap

$13,916

FNK

First Trust Mid Cap Value AlphaDEX Fund

$15,072

MeasureIWRFNK

Fee0.18%0.74%

Cost on $10k a year$18$74

Yield1.18%1.53%

5 years, per year+6.8%+8.6%

3 years, per year+19.4%+16.8%

Worst drop · 1Y−8.2%−9.1%

Volatility · 1Y13.8%13.9%

4–2measures won
IWR first

10.4%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: IWR, FNK

Today

10.4%most shared, IWR and FNK

IWRFNK

IWR—10.4%

FNK10.4%—

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

Income After Fees on $10,000

$100most kept, IWR

IWR$118 − $18 = $100

FNK$153 − $74 = $79

KeptFee

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