Compare · 3 funds side by side · dividends reinvested

AFDM, VT and IVV

AFDMFirst Trust×VTVanguard×IVViShares×

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

02 / 04

AFDM, VT and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$850B1.6

First Trust Active Factor International ETFInternational · Ex-US broad0.80%3.55%+10.9%+16.9%+20.7%+7.8%−10.2%15.3%$151M2.1

Vanguard Total World Stock ETFInternational · Global0.06%1.59%+8.5%+10.4%+20.7%+9.4%−9.7%14.7%$81.8B2.3

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

End-of-day Nov 6, 2026 · returns include dividends · since: AFDM 2016 · VT 2008 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Total World Stock ETF · $81.8B$15,649

IVV

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

$10,000 five years ago, dividends reinvested · they hold 55.1% in common

VTMeasureIVV

+8.5%Year to dateJan 1 → Nov 6+8.7%

+10.4%1 yearTotal return+9.8%

+20.7%3 years · per year$10,000 became $17,563 · $18,084+21.8%

+9.4%5 years · per year$10,000 became $15,649 · $17,177+11.4%

0.06%Expense ratio$6 · $3 a year on $10k · lower is better0.03%

1.59%Trailing 12-mo yield$159 · $114 a year on $10k1.14%

−9.7%Worst dropSmaller is better−8.9%

14.7%VolatilityLower is calmer13.6%

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

2–6IVV wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VT vs IVV: Top 5 Holdings

Today

15.6%in top 5

IVV

in top 527.8%

VTStockIVV

4.1%AAPL7.9%

4.5%NVDA6.9%

3.2%MSFT6.3%

2.0%AMZN4.0%

1.7%GOOGL2.6%

Held in common55.1%

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

VT vs IVV Returns, Every Period

VanguardVT

+9.4%

5 years, per year

IVViShares

+11.4%

5 years, per year

VTIVVFaded: behind in that period

1–3IVV wins

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

VT vs AFDM

YTD

VanguardVT

+8.5%

AFDMFirst Trust

+10.9%

+8.5%Year to date+10.9%

−9.7%Worst drop · 1Y−10.2%

14.7%Volatility · 1Y15.3%

1.6%Yield3.6%

$81.8BAssets$151M

2–2level

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

Cost, Income and Risk

Fees: AFDM, VT, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VT0.06%$6

AFDM0.80%$80

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

Yields: AFDM, VT, IVV

3.55%highest, AFDM

FundTrailing yieldYield$10k

AFDM3.55%$355

VT1.59%$159

IVV1.14%$114

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

Income After Fees on $10,000

$275most kept, AFDM

AFDM$355 − $80 = $275

VT$159 − $6 = $153

IVV$114 − $3 = $111

KeptFee

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

Overlap: AFDM, VT, IVV

Today

55.1%most shared, VT and IVV

AFDMVTIVV

AFDM—5.9%0.0%

VT5.9%—55.1%

IVV0.0%55.1%—

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

Return vs Bumpiness: 3 ETFs

+16.9%AFDM, at 15.3% volatility

IVVWorst drop−8.9%13.6% vol

VTWorst drop−9.7%14.7% vol

AFDMWorst drop−10.2%15.3% vol

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

Paid More vs Made More

YTD

AFDMIVV

+10.9%Year to date+8.7%

3.6%Yield1.1%

+16.9%Past year+9.8%

0.80%Fee0.03%

3–1AFDM wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

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

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026