Compare · 4 funds side by side · dividends reinvested

AFDM, IVV, VXUS and SPY

AFDMFirst Trust×IVViShares×VXUSVanguard×SPYSPDR×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,151IVV · best of the four

02 / 04

AFDM, IVV, VXUS 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%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$850B1.9

First Trust Active Factor International ETFInternational · Ex-US broad0.80%3.52%+12.1%+18.3%+22.0%+8.2%−10.2%15.3%$151M2.4

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$819B2.5

Vanguard Total International Stock ETFInternational · Ex-US broad0.05%2.46%+7.9%+12.2%+19.5%+7.5%−11.3%17.7%$163B3.3

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: AFDM 2016 · IVV 2000 · VXUS 2011 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Active Factor International ETF · $151M$14,856

AFDM

IVV

iShares Core S&P 500 ETF · $850B$17,151

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

AFDMMeasureIVV

+12.1%Year to dateJan 1 → Nov 5+8.4%

+18.3%1 yearTotal return+9.7%

+22.0%3 years · per year$10,000 became $18,162 · $18,221+22.1%

+8.2%5 years · per year$10,000 became $14,856 · $17,151+11.4%

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

3.52%Trailing 12-mo yield$352 · $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 5, 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

8.5%in top 5

IVV

in top 527.7%

AFDMStockIVV

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

1.8%6098.Tnot top 5

1.8%ASML.ASnot top 5

1.8%6857.Tnot top 5

1.6%BARC.Lnot top 5

1.5%BNP.PAnot top 5

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

AFDM vs IVV Returns, Every Period

First TrustAFDM

+8.2%

5 years, per year

IVViShares

+11.4%

5 years, per year

AFDMIVVFaded: behind in that period

2–2Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

AFDM vs VXUS

YTD

First TrustAFDM

+12.1%

VXUSVanguard

+7.9%

+12.1%Year to date+7.9%

−10.2%Worst drop · 1Y−11.3%

15.3%Volatility · 1Y17.7%

3.5%Yield2.5%

$151MAssets$163B

4–0AFDM wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AFDM, IVV, VXUS, SPY

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VXUS0.05%$5

SPY0.09%$9

AFDM0.80%$80

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: AFDM, IVV, VXUS, SPY

3.52%highest, AFDM

FundTrailing yieldYield$10k

AFDM3.52%$352

VXUS2.46%$246

IVV1.14%$114

SPY1.03%$103

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$272most kept, AFDM

AFDM$352 − $80 = $272

VXUS$246 − $5 = $241

IVV$114 − $3 = $111

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: AFDM, IVV, VXUS, SPY

Today

99.9%most shared, IVV and SPY

AFDMIVVVXUSSPY

AFDM—0.0%2.8%0.0%

IVV0.0%—0.0%99.9%

VXUS2.8%0.0%—0.0%

SPY0.0%99.9%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+18.3%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

VXUSWorst drop−11.3%17.7% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

AFDMIVV

+12.1%Year to date+8.4%

3.5%Yield1.1%

+18.3%Past year+9.7%

0.80%Fee0.03%

3–1AFDM wins

End-of-day Nov 5, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VXUS vs IXUS

YTD

VanguardVXUS

+7.9%

IXUSiShares

+8.2%

+7.9%Year to date+8.2%

2.5%Yield3.1%

$163BAssets$56.4B

2–0IXUS wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026