SVAL vs FYT5YSVALSVALAvsBFYTFYTiShares US Small Cap Value Factor ETF · $163MFirst Trust Small Cap Value AlphaDEX Fund · $176MReturns · dividends in+20.1%3 years · per year$17,339 · $16,205+17.5%+7.4%5 years · per year$14,289 · $14,102+7.1%Cost and income0.20%Expense ratio$20 · $70 on $10k · lower wins0.70%2.20%
Overlap: SVAL, FYT, IJHToday24.4%most shared, SVAL and FYTSVALFYTIJHSVAL—24.4%2.0%FYT24.4%—3.3%IJH2.0%3.3%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
SVAL vs FYT5YASVALiShares US Small Cap Value Factor$14,289vsFYTBFirst Trust Small Cap Value AlphaDEX Fund$14,102$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▲▼1ASVALiShares US Small Cap Value Factor ETFReadDesk0.20%2.20%+0.1%+25.1%+29.4%+20.1%+7.4%−9.0%$163M2BFYTFirst Trust Small Cap Value AlphaDEX FundReadDesk0.70%1.83%+0.4%+26.2%+30.5%+17.5%+7.1%−8.6%$176M3IJHiShares Core S&P Mid-Cap ETFReadDesk0.05%1.22%−0.1%+12.7%+14.0%+16.4%+6.5%−8.8%$123.7BEnd-of-day Nov 13, 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▲▼1ASVALiShares US Small Cap Value Factor ETFReadDesk0.20%2.20%+0.1%+25.1%+29.4%+20.1%+7.4%−9.0%$163M2BFYTFirst Trust Small Cap Value AlphaDEX FundReadDesk0.70%1.83%+0.4%+26.2%+30.5%+17.5%+7.1%−8.6%$176M3IJHiShares Core S&P Mid-Cap ETFReadDesk0.05%1.22%−0.1%+12.7%+14.0%+16.4%+6.5%−8.8%$123.7BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.5BAssets$47.1B1–1levelEnd-of-day Nov 13, 2026
SPYM vs SPYYTDSPDRSPYMSA+11.5%vsBSSPYSPDR+11.5%Jan 1Nov 13+11.5%+11.5%+11.5%Year to date+11.5%1.0%Yield1.0%$186BAssets$807B0–0levelEnd-of-day Nov 13, 2026
Overlap: SVAL, FYT, IJHToday24.4%most shared, SVAL and FYTSVALFYTIJHSVAL—24.4%2.0%FYT24.4%—3.3%IJH2.0%3.3%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$200most kept, SVALSVAL$220 − $20 = $200IJH$122 − $5 = $117FYT$183 − $70 = $113KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee