Compare · 2 funds side by side · dividends reinvested

DFII and IVV

DFIIFirst Trust×IVViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,118IVV · best of the two

02 / 04

DFII 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%$872B1.1

FT Vest Bitcoin Strategy & Target Income ETFThematic Income · A basket0.85%19.23%−11.4%−25.7%[…][…]−42.9%42.2%$19M1.8

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

End-of-day Nov 4, 2026 · returns include dividends · since: DFII 2025 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $872B$18,118

IVV

DFII

FT Vest Bitcoin Strategy & Target Income ETF · $19M[…]

$10,000 five years ago, dividends reinvested

IVVMeasureDFII

+13.4%Year to dateJan 1 → Nov 4−11.4%

+13.5%1 yearTotal return−25.7%

+24.2%3 years · per year$10,000 became $19,178 · […][…]

+12.6%5 years · per year$10,000 became $18,118 · […][…]

0.03%Expense ratio$3 · $85 a year on $10k · lower is better0.85%

1.09%Trailing 12-mo yield$109 · $1,923 a year on $10k19.23%

−8.9%Worst dropSmaller is better−42.9%

12.9%VolatilityLower is calmer42.2%

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

5–1IVV wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IVV vs DFII: Top 5 Holdings

Today

IVV

27.3%in top 5

DFII

in top 5[…]

IVVStockDFII

7.7%NVDAnot top 5

7.4%AAPLnot top 5

5.9%MSFTnot top 5

3.8%AMZNnot top 5

2.5%GOOGLnot top 5

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

IVV vs DFII Returns, Every Period

iSharesIVV

+13.5%

past year

DFIIFirst Trust

−25.7%

past year

IVVDFIIFaded: behind in that period

2–0IVV wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Core vs Income: IVV vs DFII

YTD

iSharesIVV

+13.4%

DFIIFirst Trust

−11.4%

+13.4%Year to date−11.4%

−8.9%Worst drop · 1Y−42.9%

12.9%Volatility · 1Y42.2%

1.1%Yield19.2%

$872BAssets$19.3M

3–1IVV wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFII, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

DFII0.85%$85

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: DFII, IVV

19.23%highest, DFII

FundTrailing yieldYield$10k

DFII19.23%$1,923

IVV1.09%$109

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,838most kept, DFII

DFII$1,923 − $85 = $1,838

IVV$109 − $3 = $106

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: DFII, IVV

Today

[…]holdings […]

DFIIIVV

DFII—[…]

IVV[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.5%IVV, at 12.9% volatility

IVVWorst drop−8.9%12.9% vol

DFIIWorst drop−42.9%42.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

DFIIIVV

−11.4%Year to date+13.4%

19.2%Yield1.1%

−25.7%Past year+13.5%

0.85%Fee0.03%

3–1IVV wins

End-of-day Nov 4, 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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026