Compare · 2 funds side by side · dividends reinvested

AFSM and IVV

AFSMFirst Trust×IVViShares×

Versus in desk

02 / 04

IWD+0.4%

Search ETFs and stocks

Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,530IVV · best of the two

Story of the two · IncomeMost incomeIVV · 1.10% · $110 a year on $10k

Story of the two · RiskSmallest drop

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%1.10%+12.3%+12.7%+21.9%+11.9%−8.9%13.7%$872B1.3

First Trust Active Factor Small Cap ETFUS Stock Styles · Small cap0.75%0.51%+20.8%+22.8%+19.4%+7.7%−9.6%18.1%$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 11, 2026 · returns include dividends · since: AFSM 2019 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

First Trust Active Factor Small Cap ETF · $133M$14,523

AFSM

IVV

iShares Core S&P 500 ETF · $872B$17,530

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

AFSMMeasureIVV

+20.8%

More Ways to See the Pairs

AFSM vs IVV: Top 5 Holdings

Today

AFSM

4.5%in top 5

IVV

in top 526.9%

AFSMStockIVV

not top 5AAPL7.8%

not top 5NVDA6.3%

not top 5MSFT6.1%

not top 5AMZN4.1%

not top 5GOOGL

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 11, 2026 · fee on $10,000 a year

Yields: AFSM, IVV

1Y

1.10%highest, IVV

FundTrailing yieldYield

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 11, 2026

VOO vs IVV

YTD

VanguardVOO

+12.3%

IVViShares

+12.3%

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

Year to dateJan 1 → Nov 11

+12.3%

+22.8%1 yearTotal return+12.7%

+19.4%3 years · per year$10,000 became $17,043 · $18,122+21.9%

+7.7%5 years · per year$10,000 became $14,523 · $17,530+11.9%

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

0.51%Trailing 12-mo yield$51 · $110 a year on $10k1.10%

−9.6%Worst dropSmaller is better−8.9%

18.1%VolatilityLower is calmer13.7%

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

2–6IVV wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

2.6%

0.9%ETONnot top 5

0.9%KNSAnot top 5

0.9%ANFnot top 5

0.9%NHCnot top 5

0.9%PARRnot top 5

Held in common0.2%

End-of-day Nov 11, 2026 · share of each fund

AFSM vs IVV Returns, Every Period

5Y

First TrustAFSM

+7.7%

5 years, per year

IVViShares

+11.9%

5 years, per year

AFSMIVVFaded: behind in that period

2–2Level

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Stocks vs Core: AFSM vs IVV

YTD

First TrustAFSM

+20.8%

IVViShares

+12.3%

+20.8%Year to date+12.3%

−9.6%Worst drop · 1Y−8.9%

18.1%Volatility · 1Y13.7%

0.5%Yield1.1%

$133MAssets$872B

3–1IVV wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

$10k

IVV1.10%$110

AFSM0.51%$51

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$107most kept, IVV

IVV$110 − $3 = $107

AFSM$51 − $75 = −$24

KeptFee

End-of-day Nov 11, 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 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+22.8%AFSM, at 18.1% volatility

IVVWorst drop−8.9%13.7% vol

AFSMWorst drop−9.6%18.1% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

IVVAFSM

+12.3%Year to date+20.8%

1.1%Yield0.5%

+12.7%Past year+22.8%

0.03%Fee0.75%

2–2level

End-of-day Nov 11, 2026

Year to date

+12.3%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

Loading…

AFSM and IVV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two