Compare · 2 funds side by side · dividends reinvested

AFDM and IVV

AFDMFirst Trust×IVViShares×

Versus in desk

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

02 / 04

AFDM and IVV, 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%$887B1.4

First Trust Active Factor International ETFInternational · Ex-US broad0.80%3.42%+15.3%+22.6%+23.6%+8.7%−10.2%15.0%$147M1.6

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

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

Head to Head

Swap sides Versus in desk

Head to Head

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

IVV

AFDM

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

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

IVVMeasureAFDM

+13.4%Year to dateJan 1 → Nov 4+15.3%

+13.5%1 yearTotal return+22.6%

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

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

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

1.09%Trailing 12-mo yield$109 · $342 a year on $10k3.42%

−8.9%Worst dropSmaller is better−10.2%

12.9%VolatilityLower is calmer15.0%

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

5–3IVV wins

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

More Ways to See the Pairs

IVV vs AFDM: Top 5 Holdings

Today

IVV

27.3%in top 5

AFDM

in top 58.7%

IVVStockAFDM

7.7%NVDAnot top 5

7.4%AAPLnot top 5

5.9%MSFTnot top 5

3.8%AMZNnot top 5

2.5%GOOGLnot top 5

not top 5ASML.AS1.9%

not top 56098.T1.9%

not top 56857.T1.9%

not top 5BARC.L1.6%

not top 5BNP.PA1.5%

Held in common0.0%

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

IVV vs AFDM Returns, Every Period

iSharesIVV

+12.6%

5 years, per year

AFDMFirst Trust

+8.7%

5 years, per year

IVVAFDMFaded: behind in that period

2–2Level

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

Core vs International: IVV vs AFDM

YTD

iSharesIVV

+13.4%

AFDMFirst Trust

+15.3%

+13.4%Year to date+15.3%

−8.9%Worst drop · 1Y−10.2%

12.9%Volatility · 1Y15.0%

1.1%Yield3.4%

$887BAssets$147M

2–2level

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

Cost, Income and Risk

Fees: AFDM, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

AFDM0.80%$80

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

Yields: AFDM, IVV

3.42%highest, AFDM

FundTrailing yieldYield$10k

AFDM3.42%$342

IVV1.09%$109

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

KeptFee

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

Overlap: AFDM, IVV

Today

0.0%most shared, AFDM and IVV

AFDMIVV

AFDM—0.0%

IVV0.0%—

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

Return vs Bumpiness: 2 ETFs

+22.6%AFDM, at 15.0% volatility

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 Two

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