Compare · 3 funds side by side · dividends reinvested

FCVT, SPYM and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,192SPYM · best of the three

02 / 04

FCVT, SPYM and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.05%+8.8%+9.8%+21.8%+11.4%−8.9%13.6%$182B1.5

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B1.8

First Trust SSI Strategic Convertible Securities ETFBonds & Cash · Other bonds0.95%1.28%+0.0%−2.3%+14.8%+1.9%−22.3%21.1%$78M2.8

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: FCVT 2015 · SPYM 2005 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

First Trust SSI Strategic Convertible Securities ETF · $78M$10,995

FCVT

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,192

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

FCVTMeasureSPYM

+0.0%Year to dateJan 1 → Nov 6+8.8%

−2.3%1 yearTotal return+9.8%

+14.8%3 years · per year$10,000 became $15,110 · $18,082+21.8%

+1.9%5 years · per year$10,000 became $10,995 · $17,192+11.4%

0.95%Expense ratio$95 · $2 a year on $10k · lower is better0.02%

1.28%Trailing 12-mo yield$128 · $105 a year on $10k1.05%

−22.3%Worst dropSmaller is better−8.9%

21.1%VolatilityLower is calmer13.6%

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

1–7SPYM wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FCVT vs SPYM: Top 5 Holdings

Today

FCVT

8.8%in top 5

SPYM

in top 527.8%

FCVTStockSPYM

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

4.0%GOOGMnot top 5

not top 5GOOGL2.6%

1.6%METAMnot top 5

1.2%WFC-PLnot top 5

1.1%BAC-PLnot top 5

1.1%SMCIPnot top 5

Held in common0.1%

End-of-day Nov 6, 2026 · share of each fund

FCVT vs SPYM Returns, Every Period

First TrustFCVT

+1.9%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

FCVTSPYMFaded: behind in that period

0–4SPYM wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Bonds vs Core: FCVT vs IVV

YTD

First TrustFCVT

+0.0%

IVViShares

+8.7%

+0.0%Year to date+8.7%

−22.3%Worst drop · 1Y−8.9%

21.1%Volatility · 1Y13.6%

1.3%Yield1.1%

$77.6MAssets$853B

3–1IVV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FCVT, SPYM, IVV

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

FCVT0.95%$95

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: FCVT, SPYM, IVV

1.28%highest, FCVT

FundTrailing yieldYield$10k

FCVT1.28%$128

IVV1.14%$114

SPYM1.05%$105

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

SPYM$105 − $2 = $103

FCVT$128 − $95 = $33

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: FCVT, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

FCVTSPYMIVV

FCVT—0.1%0.1%

SPYM0.1%—99.9%

IVV0.1%99.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+9.8%SPYM, at 13.6% volatility

SPYMWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

FCVTWorst drop−22.3%21.1% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

FCVTSPYM

+0.0%Year to date+8.8%

1.3%Yield1.1%

−2.3%Past year+9.8%

0.95%Fee0.02%

3–1SPYM wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026