Compare · 4 funds side by side · dividends reinvested

AFDM, IVV, VEA and SPY

AFDMFirst Trust×IVViShares×VEAVanguard×SPYSPDR×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,177IVV · best of the four

02 / 04

AFDM, IVV, VEA and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$850B2.0

First Trust Active Factor International ETFInternational · Ex-US broad0.80%3.55%+10.9%+16.9%+20.7%+7.8%−10.2%15.3%$151M2.5

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B2.6

Vanguard FTSE Developed Markets ETFInternational · Developed0.03%2.51%+9.7%+14.8%+20.3%+8.7%−11.6%18.1%$232B2.8

Rank among the four1st → 4thFee, 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: AFDM 2016 · IVV 2000 · VEA 2007 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Active Factor International ETF · $151M$14,561

AFDM

IVV

iShares Core S&P 500 ETF · $850B$17,177

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

AFDMMeasureIVV

+10.9%Year to dateJan 1 → Nov 6+8.7%

+16.9%1 yearTotal return+9.8%

+20.7%3 years · per year$10,000 became $17,568 · $18,084+21.8%

+7.8%5 years · per year$10,000 became $14,561 · $17,177+11.4%

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

3.55%Trailing 12-mo yield$355 · $114 a year on $10k1.14%

−10.2%Worst dropSmaller is better−8.9%

15.3%VolatilityLower is calmer13.6%

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

3–5IVV wins

End-of-day Nov 6, 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

8.1%in top 5

IVV

in top 527.8%

AFDMStockIVV

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

1.9%6098.Tnot top 5

1.7%ASML.ASnot top 5

1.6%BARC.Lnot top 5

1.5%BNP.PAnot top 5

1.4%UNI.MInot top 5

Held in common0.0%

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

AFDM vs IVV Returns, Every Period

First TrustAFDM

+7.8%

5 years, per year

IVViShares

+11.4%

5 years, per year

AFDMIVVFaded: behind in that period

2–2Level

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

AFDM vs VEA

YTD

First TrustAFDM

+10.9%

VEAVanguard

+9.7%

+10.9%Year to date+9.7%

−10.2%Worst drop · 1Y−11.6%

15.3%Volatility · 1Y18.1%

3.6%Yield2.5%

$151MAssets$232B

4–0AFDM wins

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

Cost, Income and Risk

Fees: AFDM, IVV, VEA, SPY

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VEA0.03%$3

SPY0.09%$9

AFDM0.80%$80

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

Yields: AFDM, IVV, VEA, SPY

3.55%highest, AFDM

FundTrailing yieldYield$10k

AFDM3.55%$355

VEA2.51%$251

IVV1.14%$114

SPY1.03%$103

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

Income After Fees on $10,000

$275most kept, AFDM

AFDM$355 − $80 = $275

VEA$251 − $3 = $248

IVV$114 − $3 = $111

SPY$103 − $9 = $94

KeptFee

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

Overlap: AFDM, IVV, VEA, SPY

Today

99.9%most shared, IVV and SPY

AFDMIVVVEASPY

AFDM—0.0%19.2%0.0%

IVV0.0%—0.0%99.9%

VEA19.2%0.0%—0.0%

SPY0.0%99.9%0.0%—

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

Return vs Bumpiness: 4 ETFs

+16.9%AFDM, at 15.3% volatility

SPYWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

AFDMWorst drop−10.2%15.3% vol

VEAWorst drop−11.6%18.1% vol

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

Paid More vs Made More

YTD

AFDMVEA

+10.9%Year to date+9.7%

3.6%Yield2.5%

+16.9%Past year+14.8%

0.80%Fee0.03%

3–1AFDM wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VEA vs IEFA

YTD

VanguardVEA

+9.7%

IEFAiShares

+7.7%

+9.7%Year to date+7.7%

2.5%Yield3.5%

$232BAssets$189B

1–1level

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$850B

0–0level

End-of-day Nov 6, 2026