Compare · 3 funds side by side · dividends reinvested

FDM, IVV and VOO

FDMFirst Trust×IVViShares×VOOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,156VOO · best of the three

02 / 04

FDM, IVV and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.4%+9.8%+22.1%+11.4%−8.9%13.5%$1.00T1.6

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$850B2.0

First Trust Dow Jones Select MicroCap Index FundUnsorted0.65%1.52%+13.9%+24.2%+21.7%+9.5%−9.3%17.3%$275M2.3

Rank among the three1st → 3rdFee, 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: FDM 2005 · IVV 2000 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $850B$17,151

IVV

FDM

First Trust Dow Jones Select MicroCap Index Fund · $275M$15,739

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

IVVMeasureFDM

+8.4%Year to dateJan 1 → Nov 5+13.9%

+9.7%1 yearTotal return+24.2%

+22.1%3 years · per year$10,000 became $18,221 · $18,010+21.7%

+11.4%5 years · per year$10,000 became $17,151 · $15,739+9.5%

0.03%Expense ratio$3 · $65 a year on $10k · lower is better0.65%

1.14%Trailing 12-mo yield$114 · $152 a year on $10k1.52%

−8.9%Worst dropSmaller is better−9.3%

13.6%VolatilityLower is calmer17.3%

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

5–3IVV wins

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

More Ways to See the Pairs

IVV vs FDM: Top 5 Holdings

Today

IVV

27.7%in top 5

FDM

in top 58.4%

IVVStockFDM

7.7%AAPLnot top 5

7.3%NVDAnot top 5

6.2%MSFTnot top 5

3.9%AMZNnot top 5

2.6%GOOGLnot top 5

not top 5PD2.1%

not top 5QNST1.6%

not top 5APOG1.6%

not top 5SMP1.5%

not top 5RIGL1.5%

Held in common0.0%

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

IVV vs FDM Returns, Every Period

iSharesIVV

+11.4%

5 years, per year

FDMFirst Trust

+9.5%

5 years, per year

IVVFDMFaded: behind in that period

2–2Level

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

Core vs Unsorted: IVV vs FDM

YTD

iSharesIVV

+8.4%

FDMFirst Trust

+13.9%

+8.4%Year to date+13.9%

−8.9%Worst drop · 1Y−9.3%

13.6%Volatility · 1Y17.3%

1.1%Yield1.5%

$850BAssets$275M

2–2level

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

Cost, Income and Risk

Fees: FDM, IVV, VOO

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VOO0.03%$3

FDM0.65%$65

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

Yields: FDM, IVV, VOO

1.52%highest, FDM

FundTrailing yieldYield$10k

FDM1.52%$152

IVV1.14%$114

VOO1.10%$110

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VOO$110 − $3 = $107

FDM$152 − $65 = $87

KeptFee

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

Overlap: FDM, IVV, VOO

Today

93.5%most shared, IVV and VOO

FDMIVVVOO

FDM—0.0%0.0%

IVV0.0%—93.5%

VOO0.0%93.5%—

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

Return vs Bumpiness: 3 ETFs

+24.2%FDM, at 17.3% volatility

VOOWorst drop−8.9%13.5% vol

IVVWorst drop−8.9%13.6% vol

FDMWorst drop−9.3%17.3% vol

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

Paid More vs Made More

YTD

FDMVOO

+13.9%Year to date+8.4%

1.5%Yield1.1%

+24.2%Past year+9.8%

0.65%Fee0.03%

3–1FDM wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026