Compare · 2 funds side by side · dividends reinvested

AFSM and IVV

AFSMFirst 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

AFSM 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%$850B1.3

First Trust Active Factor Small Cap ETFUS Stock Styles · Small cap0.75%0.53%+15.9%+19.7%+19.6%+7.9%−9.6%17.9%$133M1.8

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: AFSM 2019 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Active Factor Small Cap ETF · $133M$14,653

AFSM

IVV

iShares Core S&P 500 ETF · $850B$17,151

$10,000 five years ago, dividends reinvested · they hold 0.2% in common

AFSMMeasureIVV

+15.9%Year to dateJan 1 → Nov 5+8.4%

+19.7%1 yearTotal return+9.7%

+19.6%3 years · per year$10,000 became $17,100 · $18,221+22.1%

+7.9%5 years · per year$10,000 became $14,653 · $17,151+11.4%

0.75%Expense ratio$75 · $3 a year on $10k · lower is better0.03%

0.53%Trailing 12-mo yield$53 · $114 a year on $10k1.14%

−9.6%Worst dropSmaller is better−8.9%

17.9%VolatilityLower is calmer13.6%

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

2–6IVV wins

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

More Ways to See the Pairs

AFSM vs IVV: Top 5 Holdings

Today

AFSM

4.5%in top 5

IVV

in top 527.7%

AFSMStockIVV

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

1.0%ANFnot top 5

0.9%KNSAnot top 5

0.9%NHCnot top 5

0.9%PARRnot top 5

0.8%MATXnot top 5

Held in common0.2%

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

AFSM vs IVV Returns, Every Period

First TrustAFSM

+7.9%

5 years, per year

IVViShares

+11.4%

5 years, per year

AFSMIVVFaded: behind in that period

2–2Level

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

Stocks vs Core: AFSM vs IVV

YTD

First TrustAFSM

+15.9%

IVViShares

+8.4%

+15.9%Year to date+8.4%

−9.6%Worst drop · 1Y−8.9%

17.9%Volatility · 1Y13.6%

0.5%Yield1.1%

$133MAssets$850B

3–1IVV wins

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

Cost, Income and Risk

Fees: AFSM, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

AFSM0.75%$75

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

Yields: AFSM, IVV

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

AFSM0.53%$53

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

AFSM$53 − $75 = −$22

KeptFee

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

Overlap: AFSM, IVV

Today

0.2%most shared, AFSM and IVV

AFSMIVV

AFSM—0.2%

IVV0.2%—

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

Return vs Bumpiness: 2 ETFs

+19.7%AFSM, at 17.9% volatility

IVVWorst drop−8.9%13.6% vol

AFSMWorst drop−9.6%17.9% vol

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

Paid More vs Made More

YTD

IVVAFSM

+8.4%Year to date+15.9%

1.1%Yield0.5%

+9.7%Past year+19.7%

0.03%Fee0.75%

2–2level

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$819B

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$850B

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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026