Compare · 3 funds side by side · dividends reinvested

AFDM, IVV and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,118IVV · best of the three

02 / 04

AFDM, IVV and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.09%+13.4%+13.5%+24.2%+12.6%−8.9%12.9%$887B1.6

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$805B2.1

First Trust Active Factor International ETFInternational · Ex-US broad0.80%3.42%+15.3%+22.6%+23.6%+8.7%−10.2%15.0%$147M2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: AFDM 2016 · IVV 2000 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Active Factor International ETF · $147M$15,184

AFDM

IVV

iShares Core S&P 500 ETF · $887B$18,118

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

AFDMMeasureIVV

+15.3%Year to dateJan 1 → Nov 4+13.4%

+22.6%1 yearTotal return+13.5%

+23.6%3 years · per year$10,000 became $18,879 · $19,178+24.2%

+8.7%5 years · per year$10,000 became $15,183 · $18,118+12.6%

0.80%Expense ratio$80 · $3 a year on $10k · lower is better0.03%

3.42%Trailing 12-mo yield$342 · $109 a year on $10k1.09%

−10.2%Worst dropSmaller is better−8.9%

15.0%VolatilityLower is calmer12.9%

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

3–5IVV wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AFDM vs IVV: Top 5 Holdings

Today

AFDM

8.7%in top 5

IVV

in top 527.3%

AFDMStockIVV

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

not top 5AMZN3.8%

not top 5GOOGL2.5%

1.9%ASML.ASnot top 5

1.9%6098.Tnot top 5

1.9%6857.Tnot top 5

1.6%BARC.Lnot top 5

1.5%BNP.PAnot top 5

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

AFDM vs IVV Returns, Every Period

First TrustAFDM

+8.7%

5 years, per year

IVViShares

+12.6%

5 years, per year

AFDMIVVFaded: behind in that period

2–2Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

International vs Core: AFDM vs IVV

YTD

First TrustAFDM

+15.3%

IVViShares

+13.4%

+15.3%Year to date+13.4%

−10.2%Worst drop · 1Y−8.9%

15.0%Volatility · 1Y12.9%

3.4%Yield1.1%

$147MAssets$887B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AFDM, IVV, SPY

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

AFDM0.80%$80

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: AFDM, IVV, SPY

3.42%highest, AFDM

FundTrailing yieldYield$10k

AFDM3.42%$342

IVV1.09%$109

SPY0.99%$99

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$262most kept, AFDM

AFDM$342 − $80 = $262

IVV$109 − $3 = $106

SPY$99 − $9 = $90

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: AFDM, IVV, SPY

Today

99.9%most shared, IVV and SPY

AFDMIVVSPY

AFDM—0.0%0.0%

IVV0.0%—99.9%

SPY0.0%99.9%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+22.6%AFDM, at 15.0% volatility

SPYWorst drop−8.9%12.9% vol

IVVWorst drop−8.9%12.9% vol

AFDMWorst drop−10.2%15.0% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

AFDMIVV

+15.3%Year to date+13.4%

3.4%Yield1.1%

+22.6%Past year+13.5%

0.80%Fee0.03%

3–1AFDM wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026