Compare · 3 funds side by side · dividends reinvested

AFDM, IVV and SPY

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,265IVV · best of the three

Story of the three · IncomeMost incomeAFDM · 3.49% · $349 a year on $10k

Story of the three · RiskSmallest drop

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%1.11%+11.5%+11.6%+21.5%+11.5%−8.9%13.8%$879B1.8

First Trust Active Factor International ETFInternational · Ex-US broad0.80%3.49%+13.0%+17.7%+21.8%+8.0%−10.2%15.4%$144M2.0

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.5%+11.6%+21.4%+11.5%−8.9%13.7%$806B2.3

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

End-of-day Nov 13, 2026 · returns include dividends · since: AFDM 2016 · IVV 2000 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Core S&P 500 ETF · $879B$17,265

IVV

AFDM

First Trust Active Factor International ETF · $144M$14,700

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

IVVMeasure

More Ways to See the Pairs

IVV vs AFDM: Top 5 Holdings

Today

IVV

26.8%in top 5

AFDM

in top 58.5%

IVVStockAFDM

7.9%AAPLnot top 5

6.4%NVDAnot top 5

5.9%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

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 13, 2026 · fee on $10,000 a year

Yields: AFDM, IVV, SPY

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$186BAssets$806B

0–0level

End-of-day Nov 13, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.5%

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

AFDM

+11.5%Year to dateJan 1 → Nov 13+13.0%

+11.6%1 yearTotal return+17.7%

+21.5%3 years · per year$10,000 became $17,931 · $18,066+21.8%

+11.5%5 years · per year$10,000 became $17,265 · $14,700+8.0%

0.03%Expense ratio$3 · $80 a year on $10k · lower is better0.80%

1.11%Trailing 12-mo yield$111 · $349 a year on $10k3.49%

−8.9%Worst dropSmaller is better−10.2%

13.8%VolatilityLower is calmer15.4%

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

4–4Level

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5ASML.AS1.9%

not top 56098.T1.8%

not top 56857.T1.6%

not top 5BARC.L1.6%

not top 5BNP.PA1.6%

Held in common0.0%

End-of-day Nov 13, 2026 · share of each fund

IVV vs AFDM Returns, Every Period

5Y

iSharesIVV

+11.5%

5 years, per year

AFDMFirst Trust

+8.0%

5 years, per year

IVVAFDMFaded: behind in that period

1–3AFDM wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Core vs International: IVV vs AFDM

YTD

iSharesIVV

+11.5%

AFDMFirst Trust

+13.0%

+11.5%Year to date+13.0%

−8.9%Worst drop · 1Y−10.2%

13.8%Volatility · 1Y15.4%

1.1%Yield3.5%

$879BAssets$144M

2–2level

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

3.49%highest, AFDM

FundTrailing yieldYield$10k

AFDM3.49%$349

IVV1.11%$111

SPY1.01%$101

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$269most kept, AFDM

AFDM$349 − $80 = $269

IVV$111 − $3 = $108

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 13, 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 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+17.7%AFDM, at 15.4% volatility

SPYWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

AFDMWorst drop−10.2%15.4% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

AFDMIVV

+13.0%Year to date+11.5%

3.5%Yield1.1%

+17.7%Past year+11.6%

0.80%Fee0.03%

3–1AFDM wins

End-of-day Nov 13, 2026

Year to date

+11.5%

1.1%Yield1.1%

$1.00TAssets$879B

0–0level

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

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AFDM, IVV and SPY

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three