Compare · 2 funds side by side · dividends reinvested

IVV and FSMB

IVViShares×FSMBFirst Trust×

Versus in desk

Story of the two · Growth1Y$10,000 one year agoDividends reinvested · both on one scale$10,977IVV · best of the two

02 / 04

IVV and FSMB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B1.4

First Trust Short Duration Managed Municipal ETFBonds & Cash · Municipal0.34%3.20%+1.7%+2.4%+4.0%+1.6%−2.4%1.8%$668M1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: IVV 2000 · FSMB 2018

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $853B$17,177

IVV

FSMB

First Trust Short Duration Managed Municipal ETF · $668M$10,823

$10,000 five years ago, dividends reinvested

IVVMeasureFSMB

+8.7%Year to dateJan 1 → Nov 6+1.7%

+9.8%1 yearTotal return+2.4%

+21.8%3 years · per year$10,000 became $18,084 · $11,234+4.0%

+11.4%5 years · per year$10,000 became $17,177 · $10,823+1.6%

0.03%Expense ratio$3 · $34 a year on $10k · lower is better0.34%

1.14%Trailing 12-mo yield$114 · $320 a year on $10k3.20%

−8.9%Worst dropSmaller is better−2.4%

13.6%VolatilityLower is calmer1.8%

IVVFSMB Winner of the row, in its colourEach row: the bigger of the two fills its side

5–3IVV wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IVV vs FSMB: Top 5 Holdings

Today

IVV

27.8%in top 5

FSMB

in top 5[…]

IVVStockFSMB

7.9%AAPLnot top 5

6.9%NVDAnot top 5

6.3%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

IVV vs FSMB Returns, Every Period

iSharesIVV

+11.4%

5 years, per year

FSMBFirst Trust

+1.6%

5 years, per year

IVVFSMBFaded: behind in that period

4–0IVV wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Core vs Bonds: IVV vs FSMB

YTD

iSharesIVV

+8.7%

FSMBFirst Trust

+1.7%

+8.7%Year to date+1.7%

−8.9%Worst drop · 1Y−2.4%

13.6%Volatility · 1Y1.8%

1.1%Yield3.2%

$853BAssets$668M

3–1FSMB wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IVV, FSMB

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

FSMB0.34%$34

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: IVV, FSMB

3.20%highest, FSMB

FundTrailing yieldYield$10k

FSMB3.20%$320

IVV1.14%$114

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$286most kept, FSMB

FSMB$320 − $34 = $286

IVV$114 − $3 = $111

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: IVV, FSMB

Today

[…]holdings […]

IVVFSMB

IVV—[…]

FSMB[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.8%IVV, at 13.6% volatility

FSMBWorst drop−2.4%1.8% vol

IVVWorst drop−8.9%13.6% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

FSMBIVV

+1.7%Year to date+8.7%

3.2%Yield1.1%

+2.4%Past year+9.8%

0.34%Fee0.03%

3–1IVV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026