Compare · 3 funds side by side · dividends reinvested

FDM, VOO and IVV

FDMFirst Trust×VOOVanguard×IVViShares×

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

02 / 04

FDM, VOO and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$853B1.5

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%$1.00T2.1

First Trust Dow Jones Select MicroCap Index FundUnsorted0.65%1.50%+15.3%+24.3%+21.4%+9.2%−9.3%17.2%$264M2.3

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

End-of-day Nov 9, 2026 · returns include dividends · since: FDM 2005 · VOO 2010 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard S&P 500 ETF · $1.00T$17,543

VOO

FDM

First Trust Dow Jones Select MicroCap Index Fund · $264M$15,503

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

VOOMeasureFDM

+11.3%Year to dateJan 1 → Nov 9+15.3%

+13.6%1 yearTotal return+24.3%

+22.0%3 years · per year$10,000 became $18,159 · $17,896+21.4%

+11.9%5 years · per year$10,000 became $17,543 · $15,503+9.2%

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

1.07%Trailing 12-mo yield$107 · $150 a year on $10k1.50%

−8.9%Worst dropSmaller is better−9.3%

13.7%VolatilityLower is calmer17.2%

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

5–3VOO wins

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

More Ways to See the Pairs

VOO vs FDM: Top 5 Holdings

Today

VOO

28.3%in top 5

FDM

in top 58.4%

VOOStockFDM

8.4%NVDAnot top 5

7.4%AAPLnot top 5

5.8%MSFTnot top 5

3.7%AMZNnot top 5

3.1%GOOGLnot top 5

not top 5PD2.0%

not top 5QNST1.8%

not top 5APOG1.6%

not top 5SMP1.6%

not top 5ORRF1.4%

Held in common0.0%

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

VOO vs FDM Returns, Every Period

VanguardVOO

+11.9%

5 years, per year

FDMFirst Trust

+9.2%

5 years, per year

VOOFDMFaded: behind in that period

2–2Level

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

Core vs Unsorted: VOO vs FDM

YTD

VanguardVOO

+11.3%

FDMFirst Trust

+15.3%

+11.3%Year to date+15.3%

−8.9%Worst drop · 1Y−9.3%

13.7%Volatility · 1Y17.2%

1.1%Yield1.5%

$1.00TAssets$264M

2–2level

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

Cost, Income and Risk

Fees: FDM, VOO, IVV

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IVV0.03%$3

FDM0.65%$65

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

Yields: FDM, VOO, IVV

1.50%highest, FDM

FundTrailing yieldYield$10k

FDM1.50%$150

IVV1.11%$111

VOO1.07%$107

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

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

VOO$107 − $3 = $104

FDM$150 − $65 = $85

KeptFee

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

Overlap: FDM, VOO, IVV

Today

92.7%most shared, VOO and IVV

FDMVOOIVV

FDM—0.0%0.0%

VOO0.0%—92.7%

IVV0.0%92.7%—

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

Return vs Bumpiness: 3 ETFs

+24.3%FDM, at 17.2% volatility

VOOWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

FDMWorst drop−9.3%17.2% vol

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

Paid More vs Made More

YTD

FDMIVV

+15.3%Year to date+11.3%

1.5%Yield1.1%

+24.3%Past year+13.6%

0.65%Fee0.03%

3–1FDM wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026