Compare · 2 funds side by side · dividends reinvested

FBT and IVV

FBTFirst 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

FBT 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%$887B1.4

First Trust NYSE Arca Biotechnology Index FundSectors · Technology0.55%0.00%+35.3%+45.4%+28.5%+11.6%−14.3%21.9%$3.1B1.6

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: FBT 2006 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

First Trust NYSE Arca Biotechnology Index Fund · $3.1B$16,141

FBT

IVV

iShares Core S&P 500 ETF · $887B$17,151

$10,000 five years ago, dividends reinvested · they hold 1.2% in common

FBTMeasureIVV

+35.3%Year to dateJan 1 → Nov 5+13.4%

+45.4%1 yearTotal return+13.5%

+28.5%3 years · per year$10,000 became $21,223 · $19,178+24.2%

+11.6%5 years · per year$10,000 became $17,295 · $18,118+12.6%

0.55%Expense ratio$55 · $3 a year on $10k · lower is better0.03%

0.00%Trailing 12-mo yield$0 · $109 a year on $10k1.09%

−14.3%Worst dropSmaller is better−8.9%

21.9%VolatilityLower is calmer12.9%

FBTIVV 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

FBT vs IVV: Top 5 Holdings

Today

FBT

20.0%in top 5

IVV

in top 527.7%

FBTStockIVV

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

4.7%GMABnot top 5

4.0%REGNnot top 5

not top 5AMZN3.9%

3.9%EXELnot top 5

3.7%HALOnot top 5

3.7%NBIXnot top 5

not top 5GOOGL2.6%

Held in common1.2%

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

FBT vs IVV Returns, Every Period

First TrustFBT

+11.6%

5 years, per year

IVViShares

+12.6%

5 years, per year

FBTIVVFaded: behind in that period

3–1FBT wins

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

Sector vs Core: FBT vs IVV

YTD

First TrustFBT

+35.3%

IVViShares

+13.4%

+35.3%Year to date+13.4%

−14.3%Worst drop · 1Y−8.9%

21.9%Volatility · 1Y12.9%

0.0%Yield1.1%

$3.1BAssets$887B

3–1IVV wins

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

Cost, Income and Risk

Fees: FBT, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

FBT0.55%$55

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

Yields: FBT, IVV

1.09%highest, IVV

FundTrailing yieldYield$10k

IVV1.09%$109

FBT0.00%$0

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

Income After Fees on $10,000

$106most kept, IVV

IVV$109 − $3 = $106

FBT$0 − $55 = −$55

KeptFee

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

Overlap: FBT, IVV

Today

1.2%most shared, FBT and IVV

FBTIVV

FBT—1.2%

IVV1.2%—

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

Return vs Bumpiness: 2 ETFs

+45.4%FBT, at 21.9% volatility

IVVWorst drop−8.9%12.9% vol

FBTWorst drop−14.3%21.9% vol

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

Paid More vs Made More

YTD

IVVFBT

+13.4%Year to date+35.3%

1.1%Yield0.0%

+13.5%Past year+45.4%

0.03%Fee0.55%

2–2level

End-of-day Nov 5, 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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026