IJH vs FNX
YTDYear to date
Level
Past year
IJH wins+0.6 pts
Fee
IJH winslower fee
Yield
IJH wins+0.2 pts
AUM
IJH87.7× more
3–0IJH wins
IJH and FNX · year-to-date · as of Nov 4, 2026 · AUM not scored
FNX vs S&P 500
YTD$141.62 · −0.3% last sessionDividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg+ Add a fund
Return1D1M3MYTD ▼1Y3Y5YMAX
Total return−0.3%+2.9%−2.8%+13.2%+15.0%+71.7%+45.2%+468.8%
Peer average+0.1%+0.8%−2.8%+13.0%+15.4%+69.0%+42.5%—
S&P 500 · VOO+0.3%−2.6%−1.7%+11.5%+11.9%+90.9%+77.5%+816.4%
First Trust FNX and Vanguard VOO · total return, dividends in · as of Nov 4, 2026
FNX’s Holdings
TodayADTADT0.6%RRC0.5%GKOS0.5%EPAM0.5%APA0.4%AR0.4%G0.4%AMTM0.4%CNX0.4%QLYS0.4%SM0.4%URBN0.4%MUR0.4%HALO0.4%MTDR0.4%HNGE0.4%CON0.4%CHRD0.4%RDN0.4%ESNT0.4%SR0.4%PACS0.4%
Financial ServicesConsumer CyclicalIndustrialsTechnologyHealthcareEnergyOther
First Trust FNX · 450 holdings · top 22 shown · tile size = share of the fund · as of Nov 3, 2026
All 108 Mid Cap ETFs
YTD| # | Trend | |||||||
|---|---|---|---|---|---|---|---|---|
| 1 | IJH | Core S&P Mid-CapReadDesk | 0.05% | 1.2% | +13.2% | +13.2% | $125B | |
| 2 | VO | Morningstar Mid-CapReadDesk | 0.03% | 1.3% | +13.8% | +13.8% | $103B | |
| 3 | IWR | Russell Mid-CapReadDesk | 0.18% | 1.2% | +15.6% | +15.6% | $58.2B | |
| 4 | MDY | State Street SPDR S&P MIDCAP 400 TrustReadDesk | 0.23% | 1.0% | +12.9% | +12.9% | $26.1B | |
| 5 | VOE | Morningstar Mid-Cap ValueReadDesk | 0.05% | 1.8% | +20.7% | +20.7% | $22.8B | |
| 6 | VOT | Morningstar Mid-Cap GrowthReadDesk | 0.05% | 0.6% | +4.2% | +4.2% | $19.2B | |
| 7 | SPMD | State Street SPDR Portfolio S&P 400 Mid CapReadDesk | 0.03% | 1.3% | +13.3% | +13.3% | $18.8B | |
| 8 | IWP | Russell Mid-Cap GrowthReadDesk | 0.23% | 0.4% | −3.6% | −3.6% | $18.5B | |
| 9 | IWS | Russell Mid-Cap ValueReadDesk | 0.23% | 1.3% | +22.1% | +22.1% | $14.9B | |
| 10 | SCHM | U.S. Mid-CapReadDesk | 0.03% | 1.3% | +18.1% | +18.1% | $14.9B | |
| 11 | IJK | S&P Mid-Cap 400 GrowthReadDesk | 0.16% | 0.6% | +13.5% | +13.5% | $10.5B | |
| 12 | IJJ | S&P Mid-Cap 400 ValueReadDesk | 0.18% | 1.6% | +12.5% | +12.5% | $8.8B | |
| 13 | FMDE | Fidelity Enhanced Mid CapReadDesk | 0.23% | 1.0% | +15.7% | +15.7% | $8.1B | |
| 14 | XMMO | S&P MidCap MomentumReadDesk | 0.34% | 0.7% | −0.3% | −0.3% | $6.5B | |
| 15 | JHMM | John Hancock Investments - Multifactor Mid CapReadDesk | 0.41% | 0.9% | +13.4% | +13.4% | $6.1B | |
| 16 | XMHQ | S&P MidCap QualityReadDesk | 0.30% | 0.5% | +17.9% | +17.9% | $5.8B |
1–16 of 108Page 1 of 7
Mid Cap · current AUM · as of Nov 4, 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% | +0.3% | +13.2% | +15.7% | $125B | |
| 2 | VO | Vanguard Morningstar Mid-Cap ETFReadVersus | 0.03% | 1.3% | 0.0% | +13.8% | +13.9% | $103B | |
| 3 | IWR | iShares Russell Mid-Cap ETFReadVersus | 0.18% | 1.2% | 0.0% | +15.6% | +16.7% | $58.2B | |
| 4 | MDY | State Street SPDR S&P MIDCAP 400 ETF TrustReadVersus | 0.23% | 1.0% | +0.3% | +12.9% | +15.3% | $26.1B | |
| 5 | VOE | Vanguard Morningstar Mid-Cap Value ETFReadVersus | 0.05% | 1.8% | −0.7% | +20.7% | +24.9% | $22.8B | |
| 6 | FNX | First Trust Mid Cap Core AlphaDEX FundThis fund | 0.62% | 1.0% | −0.3% | +13.2% | +15.0% | $1.4B |
#56 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 4, 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 3, 2026
FNX’s Holdings
TodayADTADT0.6%RRC0.5%GKOS0.5%EPAM0.5%APA0.4%AR0.4%G0.4%AMTM0.4%CNX0.4%QLYS0.4%SM0.4%URBN0.4%MUR0.4%HALO0.4%MTDR0.4%HNGE0.4%CON0.4%CHRD0.4%RDN0.4%ESNT0.4%SR0.4%PACS0.4%
Financial ServicesConsumer CyclicalIndustrialsTechnologyHealthcareEnergyOther
First Trust FNX · 450 holdings · top 22 shown · tile size = share of the fund · as of Nov 3, 2026
FNX vs Peer Average
YTDFNXAvsBPeer average
1D−0.3%+0.1%
1M+2.9%+0.8%
3M−2.8%−2.8%
YTD+13.2%+13.0%
1Y+15.0%+15.4%
3Y+71.7%+69.0%
5Y+45.2%+42.5%
5–2FNX wins
107 Mid cap peers · each row scaled to its leader