IJH vs FRTY
YTDYear to date
IJH wins+12.6 pts
Past year
IJH wins+22.3 pts
Fee
IJH winslower fee
Yield
IJH wins+1.0 pt
AUM
IJH894.2× more
4–0IJH wins
IJH and FRTY · year-to-date · as of Nov 5, 2026 · AUM not scored
FRTY vs S&P 500
YTD$21.33 · −1.9% last sessionDividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg+ Add a fund
Return1D1M3MYTD ▼1Y3Y5YMAX
Total return−1.9%−10.4%−6.7%+1.3%−5.9%+86.3%−4.1%+9.3%
Peer average+0.9%+1.4%−1.3%+14.0%+16.7%+69.5%+46.2%—
S&P 500 · VOO+1.6%−1.6%0.0%+13.4%+13.5%+91.7%+81.2%+831.3%
Alger FRTY and Vanguard VOO · total return, dividends in · as of Nov 5, 2026
FRTY’s Holdings
TodayFWONKLiberty Media Series C4.9%RGEN4.8%SNPS4.5%TWST4.5%HEI-A3.7%GH3.6%NET3.5%SNOW3.3%OKTA3.3%BIIB3.2%MPWR3.2%RBC3.1%WST2.7%NTRA2.6%CGNX2.6%FIX2.6%FTAI2.6%TEVA2.5%AXON2.4%ARWR2.3%GRAL2.1%MCHP2.0%18 more
FWONK4.9%RGEN4.8%SNPS4.5%TWST4.5%HEI-A3.7%GH3.6%NET3.5%SNOW3.3%OKTA3.3%BIIB3.2%MPWR3.2%RBC3.1%28 more
HealthcareTechnologyIndustrialsCommunication Services
Alger FRTY · 40 holdings · 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% | +13.9% | +13.9% | $125B | |
| 2 | VO | Morningstar Mid-CapReadDesk | 0.03% | 1.3% | +14.7% | +14.7% | $103B | |
| 3 | IWR | Russell Mid-CapReadDesk | 0.18% | 1.1% | +16.9% | +16.9% | $58.2B | |
| 4 | MDY | State Street SPDR S&P MIDCAP 400 TrustReadDesk | 0.23% | 1.0% | +13.6% | +13.6% | $26.1B | |
| 5 | VOE | Morningstar Mid-Cap ValueReadDesk | 0.05% | 1.8% | +22.3% | +22.3% | $22.8B | |
| 6 | VOT | Morningstar Mid-Cap GrowthReadDesk | 0.05% | 0.6% | +4.5% | +4.5% | $19.2B | |
| 7 | SPMD | State Street SPDR Portfolio S&P 400 Mid CapReadDesk | 0.03% | 1.3% | +14.0% | +14.0% | $18.8B | |
| 8 | IWP | Russell Mid-Cap GrowthReadDesk | 0.23% | 0.4% | −4.3% | −4.3% | $18.5B | |
| 9 | IWS | Russell Mid-Cap ValueReadDesk | 0.23% | 1.3% | +24.2% | +24.2% | $14.9B | |
| 10 | SCHM | U.S. Mid-CapReadDesk | 0.03% | 1.3% | +19.3% | +19.3% | $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% | +14.0% | +14.0% | $8.8B | |
| 13 | FMDE | Fidelity Enhanced Mid CapReadDesk | 0.23% | 1.0% | +16.8% | +16.8% | $8.1B | |
| 14 | XMMO | S&P MidCap MomentumReadDesk | 0.34% | 0.7% | −2.4% | −2.4% | $6.5B | |
| 15 | JHMM | John Hancock Investments - Multifactor Mid CapReadDesk | 0.41% | 0.9% | +14.5% | +14.5% | $6.1B | |
| 16 | XMHQ | S&P MidCap QualityReadDesk | 0.30% | 0.5% | +19.0% | +19.0% | $5.8B |
1–16 of 108Page 1 of 7
Mid Cap · current AUM · as of Nov 5, 2026
FRTY Payouts by Year
3YLatest payout, Dec 2025
$0.04
a share · once a year
0.2% yield
0.2% yield
3 years added up
$1.13 a share
$1.13 a share
Alger FRTY · per-share distributions by ex-date · 2021–2025
FRTY’s Peers
YTD| # | Trend | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | IJH | iShares Core S&P Mid-Cap ETFReadVersus | 0.05% | 1.2% | +0.6% | +13.9% | +16.4% | $125B | |
| 2 | VO | Vanguard Morningstar Mid-Cap ETFReadVersus | 0.03% | 1.3% | +0.9% | +14.7% | +15.3% | $103B | |
| 3 | IWR | iShares Russell Mid-Cap ETFReadVersus | 0.18% | 1.1% | +1.1% | +16.9% | +18.2% | $58.2B | |
| 4 | MDY | State Street SPDR S&P MIDCAP 400 ETF TrustReadVersus | 0.23% | 1.0% | +0.6% | +13.6% | +16.0% | $26.1B | |
| 5 | VOE | Vanguard Morningstar Mid-Cap Value ETFReadVersus | 0.05% | 1.8% | +1.4% | +22.3% | +26.9% | $22.8B | |
| 6 | FRTY | Alger Mid Cap 40 ETFThis fund | 0.60% | 0.2% | −1.9% | +1.3% | −5.9% | $139M |
#88 of 94 this year · #81 cheapest of 108 · sorted by assetsOpen the US Stock Styles table →
FRTY and its peer group · total return · as of Nov 5, 2026
Cards for This View
FRTY’s Top 10 Holdings
Today39.3%of FRTY sits in these 10
5HEI-AHeico New 0.013.71%
Alger FRTY · weight in the fund · as of Nov 4, 2026
FRTY’s Holdings
TodayFWONKLiberty Media Series C4.9%RGEN4.8%SNPS4.5%TWST4.5%HEI-A3.7%GH3.6%NET3.5%SNOW3.3%OKTA3.3%BIIB3.2%MPWR3.2%RBC3.1%WST2.7%NTRA2.6%CGNX2.6%FIX2.6%FTAI2.6%TEVA2.5%AXON2.4%ARWR2.3%GRAL2.1%MCHP2.0%18 more
FWONK4.9%RGEN4.8%SNPS4.5%TWST4.5%HEI-A3.7%GH3.6%NET3.5%SNOW3.3%OKTA3.3%BIIB3.2%MPWR3.2%RBC3.1%28 more
HealthcareTechnologyIndustrialsCommunication Services
Alger FRTY · 40 holdings · tile size = share of the fund · as of Nov 4, 2026
FRTY vs Peer Average
YTDFRTYAvsBPeer average
1D−1.9%+0.9%
1M−10.4%+1.4%
3M−6.7%−1.3%
YTD+1.3%+14.0%
1Y−5.9%+16.7%
3Y+86.3%+69.5%
5Y−4.1%+46.2%
1–6Peer average wins
107 Mid cap peers · each row scaled to its leader