FNK Desk | ETF Tracker

IJH vs FNK

YTD

IJHiSharesFNKFirst Trust

Year to date

+9.5%

+15.5%

FNK wins+6.0 pts

Past year

+12.9%

+21.1%

FNK wins+8.2 pts

Fee

0.05%

0.74%

IJH winslower fee

Yield

1.3%

1.5%

FNK wins+0.3 pts

AUM

$121B

$245M

IJH491.9× more

3–1FNK wins

IJH and FNK · year-to-date · as of Nov 6, 2026 · AUM not scored

FNK vs IJH

YTD$63.54 · −0.9% last session

Dividend-adjusted total return. S&P 500 uses VOO.CompareIJH+ S&P 500 + Peer avg + Add a fund

Return1D1M3MYTD ▼1Y3Y5YMAX

Total return−0.9%+5.2%−0.7%+15.5%+21.1%+56.8%+49.7%+292.7%

Peer average+0.2%−1.2%−5.6%+10.0%+12.7%+61.3%+39.3%—

S&P 500 · VOO+0.3%−5.0%−4.6%+8.7%+9.8%+80.8%+71.8%+793.2%

First Trust FNK and IJH · total return, dividends in · as of Nov 6, 2026

All 108 Mid Cap ETFs

YTD

#
1	IJH	Core S&P Mid-CapRead Desk	0.05%	1.3%	+9.5%	+9.5%	$121B
2	VO	Morningstar Mid-CapRead Desk	0.03%	1.4%	+10.6%	+10.6%	$103B
3	IWR	Russell Mid-CapRead Desk	0.18%	1.2%	+12.9%	+12.9%	$56.8B
4	MDY	State Street SPDR S&P MIDCAP 400 TrustRead Desk	0.23%	1.1%	+9.8%	+9.8%	$26.6B
5	VOE	Morningstar Mid-Cap ValueRead Desk	0.05%	1.9%	+18.4%	+18.4%	$22.8B
6	VOT	Morningstar Mid-Cap GrowthRead Desk	0.05%	0.6%	−0.1%	−0.1%	$19.2B
7	SPMD	State Street SPDR Portfolio S&P 400 Mid CapRead Desk	0.03%	1.3%	+10.2%	+10.2%	$19.0B
8	IWP	Russell Mid-Cap GrowthRead Desk	0.23%	0.4%	−9.2%	−9.2%	$18.3B
9	IWS	Russell Mid-Cap ValueRead Desk	0.23%	1.3%	+20.6%	+20.6%	$15.2B
10	SCHM	U.S. Mid-CapRead Desk	0.03%	1.3%	+15.4%	+15.4%	$14.6B
11	IJK	S&P Mid-Cap 400 GrowthRead Desk	0.16%	0.6%	+9.7%	+9.7%	$10.0B
12	FMDE	Fidelity Enhanced Mid CapRead Desk	0.23%	1.1%	+12.9%	+12.9%	$8.6B
13	IJJ	S&P Mid-Cap 400 ValueRead Desk	0.18%	1.6%	+10.1%	+10.1%	$8.6B
14	XMMO	S&P MidCap MomentumRead Desk	0.34%	0.8%	−6.0%	−6.0%	$6.4B
15	JHMM	John Hancock Investments - Multifactor Mid CapRead Desk	0.41%	0.9%	+10.7%	+10.7%	$6.2B
16	XMHQ	S&P MidCap QualityRead Desk	0.30%	0.6%	+15.5%	+15.5%	$5.9B

1–16 of 108

Mid Cap · current AUM · as of Nov 6, 2026

FNK’s Peers

YTDMid Cap · 6 largest

#
1	IJH	iShares Core S&P Mid-Cap ETFRead Versus	0.05%	1.3%	+0.6%	+9.5%	+12.9%	$121B
2	VO	Vanguard Morningstar Mid-Cap ETFRead Versus	0.03%	1.4%	−0.1%	+10.6%	+11.6%	$103B
3	IWR	iShares Russell Mid-Cap ETFRead Versus	0.18%	1.2%	+0.1%	+12.9%	+14.7%	$56.8B
4	MDY	State Street SPDR S&P MIDCAP 400 ETF TrustRead Versus	0.23%	1.1%	+0.6%	+9.8%	+12.4%	$26.6B
5	VOE	Vanguard Morningstar Mid-Cap Value ETFRead Versus	0.05%	1.9%	−0.7%	+18.4%	+22.7%	$22.8B
6	FNK	First Trust Mid Cap Value AlphaDEX FundThis fund	0.74%	1.5%	−0.9%	+15.5%	+21.1%	$245M

#13 of 94 this year · #89 cheapest of 108 · sorted by assetsOpen the US Stock Styles table →

FNK and its peer group · total return · as of Nov 7, 2026

Cards for This View

FNK’s Top 10 Holdings

Today

8.6%of FNK sits in these 10

1ADTADT1.11%

2RRCRange Resources0.93%

3SIRISirius XM0.88%

4EPAMEPAM Systems0.84%

5RDNRadian Group0.83%

6MHKMohawk Industries0.83%

7LYFTLyft, ()0.81%

8ESNTEssent Group0.81%

9SRSpire0.80%

10BYDBoyd Gaming0.79%

First Trust FNK · weight in the fund · as of Nov 6, 2026

FNK’s Holdings

Today

ADTADT1.1%RRC0.9%SIRI0.9%EPAM0.8%RDN0.8%MHK0.8%LYFT0.8%ESNT0.8%SR0.8%BYD0.8%AXS0.8%EG0.8%WTM0.8%UHS0.8%MTG0.8%CNX0.8%FAF0.8%RNR0.8%OZK0.8%SWX0.8%ACT0.8%AR0.7%

ADTADT1.1%RRC0.9%SIRI0.9%EPAM0.8%RDN0.8%MHK0.8%LYFT0.8%ESNT0.8%SR0.8%BYD0.8%AXS0.8%EG0.8%

Financial ServicesConsumer CyclicalEnergyIndustrialsTechnologyUtilitiesOther

First Trust FNK · 226 holdings · top 22 shown · tile size = share of the fund · as of Nov 6, 2026

IJH vs FNK

YTD

IJHiSharesFNKFirst Trust

Year to date

+9.5%

+15.5%

FNK wins+6.0 pts

Past year

+12.9%

+21.1%

FNK wins+8.2 pts

Fee

0.05%

0.74%

IJH winslower fee

Yield

1.3%

1.5%

FNK wins+0.3 pts

AUM

$121B

$245M

IJH491.9× more

3–1FNK wins

IJH and FNK · year-to-date · as of Nov 6, 2026 · AUM not scored

FNK vs Peer Average

YTD

FNKAvsBPeer average

1D−0.9%+0.2%

1M+5.2%−1.2%

3M−0.7%−5.6%

YTD+15.5%+10.0%

1Y+21.1%+12.7%

3Y+56.8%+61.3%

5Y+49.7%+39.3%

5–2FNK wins

107 Mid cap peers · each row scaled to its leader