IWR vs FNK5YIWRIWRAvsBFNKFNKiShares Russell Mid-Cap ETF · $59.3BFirst Trust Mid Cap Value AlphaDEX Fund · $243MReturns · dividends in+18.8%3 years · per year$16,780 · $15,385+15.4%+7.1%5 years · per year$14,067 · $14,869+8.3%Cost and income0.18%Expense ratio$18 · $74 on $10k · lower wins0.74%1.15%12-mo yield$115 · $153 on $10k
Overlap: IWR, FNK, VUGToday10.4%most shared, IWR and FNKIWRFNKVUGIWR—10.4%7.0%FNK10.4%—0.0%VUG7.0%0.0%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
IWR vs FNK5YAIWRiShares Russell Mid-Cap$14,067vsFNKBFirst Trust Mid Cap Value AlphaDEX Fund$14,869$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▲▼1VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.2%+4.9%+3.5%+22.1%+10.3%−15.1%$232.9B2BFNKFirst Trust Mid Cap Value AlphaDEX FundReadDesk0.74%1.53%−0.9%+16.9%+21.0%+15.4%+8.3%−9.1%$243M3AIWRiShares Russell Mid-Cap ETFReadDesk0.18%1.15%−1.0%+15.8%+16.1%+18.8%+7.1%−8.2%$59.3BEnd-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▲▼1VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.2%+4.9%+3.5%+22.1%+10.3%−15.1%$232.9B2BFNKFirst Trust Mid Cap Value AlphaDEX FundReadDesk0.74%1.53%−0.9%+16.9%+21.0%+15.4%+8.3%−9.1%$243M3AIWRiShares Russell Mid-Cap ETFReadDesk0.18%1.15%−1.0%+15.8%+16.1%+18.8%+7.1%−8.2%$59.3BEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VUG vs SCHGYTDVanguardVUGVA+4.9%vsBSSCHGSchwab+5.6%Jan 1Nov 12+4.9%+5.6%+4.9%Year to date+5.6%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.0B1–1levelEnd-of-day Nov 12, 2026
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%$123BAssets$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%$41.8BAssets$46.8B1–1levelEnd-of-day Nov 12, 2026
Overlap: IWR, FNK, VUGToday10.4%most shared, IWR and FNKIWRFNKVUGIWR—10.4%7.0%FNK10.4%—0.0%VUG7.0%0.0%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$97most kept, IWRIWR$115 − $18 = $97FNK$153 − $74 = $79VUG$41 − $3 = $38KeptFeeEnd-of-day Nov 12, 2026 · yield in dollars minus the fee