IJH vs FNX
YTDYear to date
FNX wins+0.4 pts
Past year
FNX wins+0.7 pts
Fee
IJH winslower fee
Yield
IJH wins+0.2 pts
AUM
IJH87.4× more
2–2level
IJH and FNX · year-to-date · as of Nov 9, 2026 · AUM not scored
FNX vs S&P 500
3M$142.68 · +2.6% last sessionDividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg+ Add a fund
Return1D1M3M ▼YTD1Y3Y5YMAX
Total return+2.6%+4.1%−2.3%+14.1%+18.2%+65.4%+44.2%+473.0%
Peer average+2.9%+1.0%−3.1%+13.2%+16.9%+62.6%+40.9%—
S&P 500 · VOO+2.3%−3.3%−2.1%+11.3%+13.6%+81.6%+75.4%+814.2%
First Trust FNX and Vanguard VOO · total return, dividends in · as of Nov 9, 2026
FNX’s Holdings
TodayADTADT0.6%EPAM0.5%GKOS0.5%RRC0.5%G0.5%SIRI0.5%CON0.4%VSXY0.4%MHK0.4%PACS0.4%HNGE0.4%CHYM0.4%RDN0.4%AMTM0.4%SR0.4%BYD0.4%LFST0.4%HAE0.4%LYFT0.4%FHI0.4%TOL0.4%EG0.4%
Financial ServicesConsumer CyclicalHealthcareIndustrialsTechnologyEnergyOther
First Trust FNX · 450 holdings · top 22 shown · tile size = share of the fund · as of Nov 9, 2026
All 108 Mid Cap ETFs
YTD| # | Trend | |||||||
|---|---|---|---|---|---|---|---|---|
| 1 | IJH | Core S&P Mid-CapReadDesk | 0.05% | 1.2% | +13.6% | +13.6% | $121B | |
| 2 | VO | Morningstar Mid-CapReadDesk | 0.03% | 1.4% | +13.6% | +13.6% | $103B | |
| 3 | IWR | Russell Mid-CapReadDesk | 0.18% | 1.1% | +16.3% | +16.3% | $56.9B | |
| 4 | MDY | State Street SPDR S&P MIDCAP 400 TrustReadDesk | 0.23% | 1.0% | +13.3% | +13.3% | $25.5B | |
| 5 | VOE | Morningstar Mid-Cap ValueReadDesk | 0.05% | 1.8% | +20.9% | +20.9% | $22.8B | |
| 6 | VOT | Morningstar Mid-Cap GrowthReadDesk | 0.05% | 0.6% | +3.6% | +3.6% | $19.2B | |
| 7 | SPMD | State Street SPDR Portfolio S&P 400 Mid CapReadDesk | 0.03% | 1.3% | +13.7% | +13.7% | $18.4B | |
| 8 | IWP | Russell Mid-Cap GrowthReadDesk | 0.23% | 0.4% | −5.5% | −5.5% | $17.3B | |
| 9 | IWS | Russell Mid-Cap ValueReadDesk | 0.23% | 1.3% | +23.5% | +23.5% | $14.8B | |
| 10 | SCHM | U.S. Mid-CapReadDesk | 0.03% | 1.3% | +19.0% | +19.0% | $14.6B | |
| 11 | IJK | S&P Mid-Cap 400 GrowthReadDesk | 0.16% | 0.6% | +13.7% | +13.7% | $10.2B | |
| 12 | FMDE | Fidelity Enhanced Mid CapReadDesk | 0.23% | 1.0% | +16.0% | +16.0% | $8.6B | |
| 13 | IJJ | S&P Mid-Cap 400 ValueReadDesk | 0.18% | 1.6% | +13.2% | +13.2% | $8.6B | |
| 14 | XMMO | S&P MidCap MomentumReadDesk | 0.34% | 0.7% | −2.0% | −2.0% | $6.1B | |
| 15 | JHMM | John Hancock Investments - Multifactor Mid CapReadDesk | 0.41% | 0.9% | +13.7% | +13.7% | $6.0B | |
| 16 | XMHQ | S&P MidCap QualityReadDesk | 0.30% | 0.5% | +18.5% | +18.5% | $5.7B |
1–16 of 108Page 1 of 7
Mid Cap · current AUM · as of Nov 9, 2026
FNX Payouts by Year
13YLatest payout, Sep 2026
$0.41
a share · every quarter
1.0% yield
1.0% yield
13 years added up
$11.17 a share
$11.17 a share
First Trust FNX · per-share distributions by ex-date · 2014–2026
FNX’s Peers
YTD| # | Trend | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | IJH | iShares Core S&P Mid-Cap ETFReadVersus | 0.05% | 1.2% | +3.2% | +13.6% | +17.5% | $121B | |
| 2 | VO | Vanguard Morningstar Mid-Cap ETFReadVersus | 0.03% | 1.4% | +2.7% | +13.6% | +15.6% | $103B | |
| 3 | IWR | iShares Russell Mid-Cap ETFReadVersus | 0.18% | 1.1% | +3.0% | +16.3% | +19.2% | $56.9B | |
| 4 | MDY | State Street SPDR S&P MIDCAP 400 ETF TrustReadVersus | 0.23% | 1.0% | +3.2% | +13.3% | +17.1% | $25.5B | |
| 5 | VOE | Vanguard Morningstar Mid-Cap Value ETFReadVersus | 0.05% | 1.8% | +2.1% | +20.9% | +25.5% | $22.8B | |
| 6 | FNX | First Trust Mid Cap Core AlphaDEX FundThis fund | 0.62% | 1.0% | +2.6% | +14.1% | +18.2% | $1.4B |
#48 of 94 this year · #82 cheapest of 108 · sorted by assetsOpen the US Stock Styles table →
FNX and its peer group · total return · as of Nov 10, 2026
Cards for This View
FNX’s Top 10 Holdings
Today4.7%of FNX sits in these 10
First Trust FNX · weight in the fund · as of Nov 9, 2026
FNX’s Holdings
TodayADTADT0.6%EPAM0.5%GKOS0.5%RRC0.5%G0.5%SIRI0.5%CON0.4%VSXY0.4%MHK0.4%PACS0.4%HNGE0.4%CHYM0.4%RDN0.4%AMTM0.4%SR0.4%BYD0.4%LFST0.4%HAE0.4%LYFT0.4%FHI0.4%TOL0.4%EG0.4%
Financial ServicesConsumer CyclicalHealthcareIndustrialsTechnologyEnergyOther
First Trust FNX · 450 holdings · top 22 shown · tile size = share of the fund · as of Nov 9, 2026
FNX vs Peer Average
YTDFNXAvsBPeer average
1D+2.6%+2.9%
1M+4.1%+1.0%
3M−2.3%−3.1%
YTD+14.1%+13.2%
1Y+18.2%+16.9%
3Y+65.4%+62.6%
5Y+44.2%+40.9%
6–1FNX wins
107 Mid cap peers · each row scaled to its leader