Compare · 3 funds side by side · dividends reinvested

AFMC, IVV and VOO

AFMCFirst Trust×IVViShares×VOOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,156VOO · best of the three

02 / 04

AFMC, IVV and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.4%+9.8%+22.1%+11.4%−8.9%13.5%$1.00T1.6

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%$887B2.0

First Trust Active Factor Mid Cap ETFUS Stock Styles · Mid cap0.68%0.72%+14.2%+18.5%+21.3%+9.7%−8.2%14.8%$248M2.3

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

End-of-day Nov 5, 2026 · returns include dividends · since: AFMC 2019 · IVV 2000 · VOO 2010

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

+14.2%Year to dateJan 1 → Nov 5+8.4%

+18.5%1 yearTotal return+9.7%

+21.3%3 years · per year$10,000 became $17,853 · $18,221+22.1%

+9.7%5 years · per year$10,000 became $15,861 · $17,151+11.4%

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

0.72%Trailing 12-mo yield$72 · $114 a year on $10k1.14%

−8.2%Worst dropSmaller is better−8.9%

14.8%VolatilityLower is calmer13.6%

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

+9.7%

5 years, per year

IVViShares

+11.4%

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

+14.2%

IVViShares

+8.4%

+14.2%Year to date+8.4%

−8.2%Worst drop · 1Y−8.9%

14.8%Volatility · 1Y13.6%

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, VOO

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VOO0.03%$3

AFMC0.68%$68

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

Yields: AFMC, IVV, VOO

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

VOO1.10%$110

AFMC0.72%$72

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VOO$110 − $3 = $107

AFMC$72 − $68 = $4

KeptFee

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

Overlap: AFMC, IVV, VOO

Today

93.5%most shared, IVV and VOO

AFMCIVVVOO

AFMC—1.3%1.3%

IVV1.3%—93.5%

VOO1.3%93.5%—

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

Return vs Bumpiness: 3 ETFs

+18.5%AFMC, at 14.8% volatility

VOOWorst drop−8.9%13.5% vol

IVVWorst drop−8.9%13.6% vol

AFMCWorst drop−8.2%14.8% vol

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

Paid More vs Made More

YTD

IVVAFMC

+8.4%Year to date+14.2%

1.1%Yield0.7%

+9.7%Past year+18.5%

0.03%Fee0.68%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026