IJH vs FNY
YTDYear to date
IJH wins+5.5 pts
Past year
IJH wins+10.0 pts
Fee
IJH winslower fee
Yield
IJH wins+1.2 pts
AUM
IJH228.1× more
4–0IJH wins
IJH and FNY · year-to-date · as of Nov 4, 2026 · AUM not scored
FNY vs S&P 500
YTD$98.28 · +0.9% last sessionDividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg+ Add a fund
Return1D1M3MYTD ▼1Y3Y5YMAX
Total return+0.9%−2.6%−6.9%+7.8%+5.6%+78.3%+31.1%+397.9%
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 FNY and Vanguard VOO · total return, dividends in · as of Nov 4, 2026
FNY’s Holdings
TodayGKOS1.1%EXEL0.9%HNGE0.9%CRL0.9%RELY0.9%CON0.9%HALO0.9%HAE0.8%VSXY0.8%QLYS0.8%PACS0.8%LFST0.8%GTLB0.8%COKE0.8%TGTX0.8%XMTR0.8%CART0.8%FIVE0.8%CAI0.8%EAT0.8%CHYM0.8%OSCR0.8%
GKOSGlaukos1.1%EXEL0.9%HNGE0.9%CRL0.9%RELY0.9%CON0.9%HALO0.9%HAE0.8%VSXY0.8%QLYS0.8%PACS0.8%LFST0.8%
HealthcareTechnologyIndustrialsConsumer CyclicalOther
First Trust FNY · 225 holdings · top 22 shown · tile size = share of the fund · as of Nov 4, 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
FNY Payouts by Year
11YLatest payout, Jun 2025
$0.03
a share · twice a year
0.0% yield
0.0% yield
11 years added up
$1.56 a share
$1.56 a share
First Trust FNY · per-share distributions by ex-date · 2014–2025
FNY’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 | FNY | First Trust Mid Cap Growth AlphaDEX FundThis fund | 0.73% | — | +0.9% | +7.8% | +5.6% | $546M |
#76 of 94 this year · #88 cheapest of 108 · sorted by assetsOpen the US Stock Styles table →
FNY and its peer group · total return · as of Nov 4, 2026
Cards for This View
FNY’s Top 10 Holdings
Today8.9%of FNY sits in these 10
First Trust FNY · weight in the fund · as of Nov 4, 2026
FNY’s Holdings
TodayGKOS1.1%EXEL0.9%HNGE0.9%CRL0.9%RELY0.9%CON0.9%HALO0.9%HAE0.8%VSXY0.8%QLYS0.8%PACS0.8%LFST0.8%GTLB0.8%COKE0.8%TGTX0.8%XMTR0.8%CART0.8%FIVE0.8%CAI0.8%EAT0.8%CHYM0.8%OSCR0.8%
GKOSGlaukos1.1%EXEL0.9%HNGE0.9%CRL0.9%RELY0.9%CON0.9%HALO0.9%HAE0.8%VSXY0.8%QLYS0.8%PACS0.8%LFST0.8%
HealthcareTechnologyIndustrialsConsumer CyclicalOther
First Trust FNY · 225 holdings · top 22 shown · tile size = share of the fund · as of Nov 4, 2026
FNY vs Peer Average
YTDFNYAvsBPeer average
1D+0.9%+0.1%
1M−2.6%+0.8%
3M−6.9%−2.8%
YTD+7.8%+13.0%
1Y+5.6%+15.4%
3Y+78.3%+69.0%
5Y+31.1%+42.5%
2–5Peer average wins
107 Mid cap peers · each row scaled to its leader