Compare · 2 funds side by side · dividends reinvested

AFEM and IVV

AFEMFirst Trust×IVViShares×

Versus in desk

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

02 / 04

AFEM 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%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$887B1.4

First Trust Active Factor Emerging Markets ETFInternational · Emerging0.85%2.91%+10.4%+12.5%+20.8%+9.4%−14.5%20.7%$76M1.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: AFEM 2016 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Active Factor Emerging Markets ETF · $76M$15,644

AFEM

IVV

iShares Core S&P 500 ETF · $887B$17,151

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

AFEMMeasureIVV

+10.4%Year to dateJan 1 → Nov 5+8.4%

+12.5%1 yearTotal return+9.7%

+20.8%3 years · per year$10,000 became $17,633 · $18,221+22.1%

+9.4%5 years · per year$10,000 became $15,644 · $17,151+11.4%

0.85%Expense ratio$85 · $3 a year on $10k · lower is better0.03%

2.91%Trailing 12-mo yield$291 · $114 a year on $10k1.14%

−14.5%Worst dropSmaller is better−8.9%

20.7%VolatilityLower is calmer13.6%

AFEMIVV 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

AFEM vs IVV: Top 5 Holdings

Today

AFEM

27.1%in top 5

IVV

in top 527.7%

AFEMStockIVV

13.4%2330.TWnot top 5

not top 5AAPL7.7%

not top 5NVDA7.3%

6.8%005930.Knot top 5

not top 5MSFT6.2%

not top 5AMZN3.9%

3.2%000660.Knot top 5

not top 5GOOGL2.6%

2.0%1398.HKnot top 5

1.8%3328.HKnot top 5

Held in common0.0%

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

AFEM vs IVV Returns, Every Period

First TrustAFEM

+9.4%

5 years, per year

IVViShares

+11.4%

5 years, per year

AFEMIVVFaded: behind in that period

2–2Level

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

International vs Core: AFEM vs IVV

YTD

First TrustAFEM

+10.4%

IVViShares

+8.4%

+10.4%Year to date+8.4%

−14.5%Worst drop · 1Y−8.9%

20.7%Volatility · 1Y13.6%

2.9%Yield1.1%

$76.5MAssets$887B

2–2level

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

Cost, Income and Risk

Fees: AFEM, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

AFEM0.85%$85

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

Yields: AFEM, IVV

2.91%highest, AFEM

FundTrailing yieldYield$10k

AFEM2.91%$291

IVV1.14%$114

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

Income After Fees on $10,000

$206most kept, AFEM

AFEM$291 − $85 = $206

IVV$114 − $3 = $111

KeptFee

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

Overlap: AFEM, IVV

Today

0.0%most shared, AFEM and IVV

AFEMIVV

AFEM—0.0%

IVV0.0%—

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

Return vs Bumpiness: 2 ETFs

+12.5%AFEM, at 20.7% volatility

IVVWorst drop−8.9%13.6% vol

AFEMWorst drop−14.5%20.7% vol

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

Paid More vs Made More

YTD

AFEMIVV

+10.4%Year to date+8.4%

2.9%Yield1.1%

+12.5%Past year+9.7%

0.85%Fee0.03%

3–1AFEM wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM 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$887B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026