Compare · 2 funds side by side · dividends reinvested

FBDC and IVV

FBDCFirst Trust×IVViShares×

Versus in desk

02 / 04

IWD+0.4%

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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 incomeFBDC · 11.70% · $1,170 a year on $10k

Story of the two · RiskSmallest drop

FBDC 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%$883B1.1

FT Confluence BDC & Specialty Finance Income ETFIncome · Dividend stocks0.95%11.70%−3.6%−0.6%[…][…]−15.6%18.5%$39M1.8

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: FBDC 2007 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

FT Confluence BDC & Specialty Finance Income ETF · $39M[…]

FBDC

IVV

iShares Core S&P 500 ETF · $883B$17,530

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

FBDCMeasureIVV

−3.6%

More Ways to See the Pairs

FBDC vs IVV: Top 5 Holdings

Today

FBDC

50.8%in top 5

IVV

in top 526.9%

FBDCStockIVV

12.8%MAINnot top 5

10.8%HTGCnot top 5

9.7%ARCCnot top 5

9.3%GBDCnot top 5

8.1%TSLXnot top 5

Cost, Income and Risk

Fees: FBDC, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

FBDC0.95%$95

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: FBDC, IVV

1Y

11.70%highest, FBDC

FundTrailing yieldYield

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SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

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%

−0.6%1 yearTotal return+12.7%

[…]3 years · per year$10,000 became […] · $18,122+21.9%

[…]5 years · per year$10,000 became […] · $17,530+11.9%

0.95%Expense ratio$95 · $3 a year on $10k · lower is better0.03%

11.70%Trailing 12-mo yield$1,170 · $110 a year on $10k1.10%

−15.6%Worst dropSmaller is better−8.9%

18.5%VolatilityLower is calmer13.7%

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

1–5IVV wins

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

not top 5AAPL7.8%

not top 5NVDA6.3%

not top 5MSFT6.1%

not top 5AMZN4.1%

not top 5GOOGL2.6%

Held in common0.0%

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

FBDC vs IVV Returns, Every Period

1Y

First TrustFBDC

−0.6%

past year

IVViShares

+12.7%

past year

FBDCIVVFaded: behind in that period

0–2IVV wins

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

Income vs Core: FBDC vs IVV

YTD

First TrustFBDC

−3.6%

IVViShares

+12.3%

−3.6%Year to date+12.3%

−15.6%Worst drop · 1Y−8.9%

18.5%Volatility · 1Y13.7%

11.7%Yield1.1%

$38.7MAssets$883B

3–1IVV wins

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

$10k

FBDC11.70%$1,170

IVV1.10%$110

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

Income After Fees on $10,000

1Y

$1,075most kept, FBDC

FBDC$1,170 − $95 = $1,075

IVV$110 − $3 = $107

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: FBDC, IVV

Today

0.0%most shared, FBDC and IVV

FBDCIVV

FBDC—0.0%

IVV0.0%—

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

Return vs Bumpiness: 2 ETFs

1Y

+12.7%IVV, at 13.7% volatility

IVVWorst drop−8.9%13.7% vol

FBDCWorst drop−15.6%18.5% vol

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

Paid More vs Made More

YTD

FBDCIVV

−3.6%Year to date+12.3%

11.7%Yield1.1%

−0.6%Past year+12.7%

0.95%Fee0.03%

3–1IVV wins

End-of-day Nov 11, 2026

Year to date

+12.3%

1.1%Yield1.1%

$1.00TAssets$883B

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

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FBDC and IVV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two