Compare · 4 funds side by side · dividends reinvested

FCVT, IVV, SGOV and VOO

FCVTFirst Trust×IVViShares×SGOViShares×VOOVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,545IVV · best of the four

02 / 04

FCVT, IVV, SGOV and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$853B1.6

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T2.3

iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.2%+3.8%+4.5%+3.9%0.0%0.2%$117B2.4

First Trust SSI Strategic Convertible Securities ETFBonds & Cash · Other bonds0.95%1.25%+2.5%+1.5%+15.4%+2.2%−22.3%21.2%$75M3.6

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: FCVT 2015 · IVV 2000 · SGOV 2020 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

First Trust SSI Strategic Convertible Securities ETF · $75M$11,162

FCVT

IVV

iShares Core S&P 500 ETF · $853B$17,545

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

FCVTMeasureIVV

+2.5%Year to dateJan 1 → Nov 9+11.3%

+1.5%1 yearTotal return+13.6%

+15.4%3 years · per year$10,000 became $15,387 · $18,159+22.0%

+2.2%5 years · per year$10,000 became $11,162 · $17,545+11.9%

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

1.25%Trailing 12-mo yield$125 · $111 a year on $10k1.11%

−22.3%Worst dropSmaller is better−8.9%

21.2%VolatilityLower is calmer13.8%

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

1–7IVV wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FCVT vs IVV: Top 5 Holdings

Today

FCVT

8.8%in top 5

IVV

in top 527.8%

FCVTStockIVV

not top 5AAPL7.9%

not top 5NVDA7.1%

not top 5MSFT6.2%

not top 5AMZN4.0%

3.9%GOOGMnot top 5

not top 5GOOGL2.6%

1.6%METAMnot top 5

1.2%WFC-PLnot top 5

1.1%SMCIPnot top 5

1.0%BAC-PLnot top 5

Held in common0.1%

End-of-day Nov 9, 2026 · share of each fund

FCVT vs IVV Returns, Every Period

First TrustFCVT

+2.2%

5 years, per year

IVViShares

+11.9%

5 years, per year

FCVTIVVFaded: behind in that period

0–4IVV wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

FCVT vs SGOV

YTD

First TrustFCVT

+2.5%

SGOViShares

+3.2%

+2.5%Year to date+3.2%

−22.3%Worst drop · 1Y+0.0%

21.2%Volatility · 1Y0.2%

1.2%Yield3.6%

$74.9MAssets$117B

4–0SGOV wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FCVT, IVV, SGOV, VOO

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VOO0.03%$3

SGOV0.09%$9

FCVT0.95%$95

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: FCVT, IVV, SGOV, VOO

3.63%highest, SGOV

FundTrailing yieldYield$10k

SGOV3.63%$363

FCVT1.25%$125

IVV1.11%$111

VOO1.07%$107

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$354most kept, SGOV

SGOV$363 − $9 = $354

IVV$111 − $3 = $108

VOO$107 − $3 = $104

FCVT$125 − $95 = $30

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: FCVT, IVV, SGOV, VOO

Today

92.7%most shared, IVV and VOO

FCVTIVVSGOVVOO

FCVT—0.1%[…]0.1%

IVV0.1%—[…]92.7%

SGOV[…][…]—[…]

VOO0.1%92.7%[…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+13.6%IVV, at 13.8% volatility

SGOVWorst drop0.0%0.2% vol

VOOWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

FCVTWorst drop−22.3%21.2% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SGOVIVV

+3.2%Year to date+11.3%

3.6%Yield1.1%

+3.8%Past year+13.6%

0.09%Fee0.03%

3–1IVV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026