Compare · 3 funds side by side · dividends reinvested

FDM, IVV and VTI

FDMFirst Trust×IVViShares×VTIVanguard×

02 / 04

−0.1%

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,265IVV · best of the three

Story of the three · IncomeMost incomeFDM · 1.51% · $151 a year on $10k

Story of the three · RiskSmallest drop

FDM, IVV and VTI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.5%+11.6%+21.5%+11.5%−8.9%13.8%$879B1.6

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.06%+11.6%+11.8%+21.3%+10.4%−8.9%13.9%$689B2.0

First Trust Dow Jones Select MicroCap Index FundUnsorted0.65%1.51%+15.0%+20.8%+21.2%+8.5%−9.3%17.2%$269M2.3

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

End-of-day Nov 13, 2026 · returns include dividends · since: FDM 2005 · IVV 2000 · VTI 2001

Head to Head

Swap sides Versus in desk

Head to Head

5Y

First Trust Dow Jones Select MicroCap Index Fund · $269M$15,041

FDM

IVV

iShares Core S&P 500 ETF · $879B$17,265

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

FDMMeasure

More Ways to See the Pairs

FDM vs IVV: Top 5 Holdings

Today

FDM

8.2%in top 5

IVV

in top 526.8%

FDMStockIVV

not top 5AAPL7.9%

not top 5NVDA6.4%

not top 5MSFT5.9%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Cost, Income and Risk

Fees: FDM, IVV, VTI

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VTI0.03%$3

FDM0.65%$65

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: FDM, IVV, VTI

1Y

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$186BAssets$806B

0–0level

End-of-day Nov 13, 2026

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.5%

IVV

+15.0%Year to dateJan 1 → Nov 13+11.5%

+20.8%1 yearTotal return+11.6%

+21.2%3 years · per year$10,000 became $17,814 · $17,931+21.5%

+8.5%5 years · per year$10,000 became $15,041 · $17,265+11.5%

0.65%Expense ratio$65 · $3 a year on $10k · lower is better0.03%

1.51%Trailing 12-mo yield$151 · $111 a year on $10k1.11%

−9.3%Worst dropSmaller is better−8.9%

17.2%VolatilityLower is calmer13.8%

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

3–5IVV wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

2.0%PDnot top 5

1.7%QNSTnot top 5

1.6%APOGnot top 5

1.5%SMPnot top 5

1.4%ORRFnot top 5

Held in common0.0%

End-of-day Nov 13, 2026 · share of each fund

FDM vs IVV Returns, Every Period

5Y

First TrustFDM

+8.5%

5 years, per year

IVViShares

+11.5%

5 years, per year

FDMIVVFaded: behind in that period

2–2Level

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Unsorted vs Core: FDM vs IVV

YTD

First TrustFDM

+15.0%

IVViShares

+11.5%

+15.0%Year to date+11.5%

−9.3%Worst drop · 1Y−8.9%

17.2%Volatility · 1Y13.8%

1.5%Yield1.1%

$269MAssets$879B

2–2level

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1.51%highest, FDM

FundTrailing yieldYield$10k

FDM1.51%$151

IVV1.11%$111

VTI1.06%$106

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$108most kept, IVV

IVV$111 − $3 = $108

VTI$106 − $3 = $103

FDM$151 − $65 = $86

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: FDM, IVV, VTI

Today

86.3%most shared, IVV and VTI

FDMIVVVTI

FDM—0.0%0.0%

IVV0.0%—86.3%

VTI0.0%86.3%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+20.8%FDM, at 17.2% volatility

IVVWorst drop−8.9%13.8% vol

VTIWorst drop−8.9%13.9% vol

FDMWorst drop−9.3%17.2% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

FDMVTI

+15.0%Year to date+11.6%

1.5%Yield1.1%

+20.8%Past year+11.8%

0.65%Fee0.03%

3–1FDM wins

End-of-day Nov 13, 2026

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$96.0B

2–0VTI wins

End-of-day Nov 13, 2026

Year to date

+11.5%

1.1%Yield1.1%

$1.00TAssets$879B

0–0level

End-of-day Nov 13, 2026

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FDM, IVV and VTI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three