Compare · 2 funds side by side · dividends reinvested

AFMC and IVV

AFMCFirst 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

AFMC 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 Mid Cap ETFUS Stock Styles · Mid cap0.68%0.69%+18.6%+22.3%+23.1%+10.9%−8.2%14.3%$248M1.6

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: AFMC 2019 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Active Factor Mid Cap ETF · $248M$15,861

AFMC

IVV

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

$10,000 five years ago, dividends reinvested · they hold 1.3% in common

AFMCMeasureIVV

+18.6%Year to dateJan 1 → Nov 5+13.4%

+22.3%1 yearTotal return+13.5%

+23.1%3 years · per year$10,000 became $18,663 · $19,178+24.2%

+10.9%5 years · per year$10,000 became $16,746 · $18,118+12.6%

0.68%Expense ratio$68 · $3 a year on $10k · lower is better0.03%

0.69%Trailing 12-mo yield$69 · $109 a year on $10k1.09%

−8.2%Worst dropSmaller is better−8.9%

14.3%VolatilityLower is calmer12.9%

AFMCIVV 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

AFMC vs IVV: Top 5 Holdings

Today

AFMC

6.8%in top 5

IVV

in top 527.7%

AFMCStockIVV

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

1.9%RSnot top 5

1.4%EXELnot top 5

1.3%DINOnot top 5

1.1%HALOnot top 5

1.1%RNRnot top 5

Held in common1.3%

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

AFMC vs IVV Returns, Every Period

First TrustAFMC

+10.9%

5 years, per year

IVViShares

+12.6%

5 years, per year

AFMCIVVFaded: behind in that period

2–2Level

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

Stocks vs Core: AFMC vs IVV

YTD

First TrustAFMC

+18.6%

IVViShares

+13.4%

+18.6%Year to date+13.4%

−8.2%Worst drop · 1Y−8.9%

14.3%Volatility · 1Y12.9%

0.7%Yield1.1%

$248MAssets$887B

2–2level

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

Cost, Income and Risk

Fees: AFMC, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

AFMC0.68%$68

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

Yields: AFMC, IVV

1.09%highest, IVV

FundTrailing yieldYield$10k

IVV1.09%$109

AFMC0.69%$69

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

Income After Fees on $10,000

$106most kept, IVV

IVV$109 − $3 = $106

AFMC$69 − $68 = $1

KeptFee

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

Overlap: AFMC, IVV

Today

1.3%most shared, AFMC and IVV

AFMCIVV

AFMC—1.3%

IVV1.3%—

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

Return vs Bumpiness: 2 ETFs

+22.3%AFMC, at 14.3% volatility

IVVWorst drop−8.9%12.9% vol

AFMCWorst drop−8.2%14.3% vol

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

Paid More vs Made More

YTD

IVVAFMC

+13.4%Year to date+18.6%

1.1%Yield0.7%

+13.5%Past year+22.3%

0.03%Fee0.68%

2–2level

End-of-day Nov 5, 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 5, 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 5, 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 5, 2026