Compare · 2 funds side by side · dividends reinvested

FEP and IVV

FEPFirst Trust×IVViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,151IVV · best of the two

02 / 04

FEP and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Europe AlphaDEX FundInternational · Region & country0.80%3.06%+8.5%+17.1%+26.6%+9.2%−12.1%17.4%$496M1.5

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%$850B1.5

Rank among the two1st → 2ndFee, 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: FEP 2011 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

IVV

FEP

First Trust Europe AlphaDEX Fund · $496M$15,539

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

IVVMeasureFEP

+8.4%Year to dateJan 1 → Nov 5+8.5%

+9.7%1 yearTotal return+17.1%

+22.1%3 years · per year$10,000 became $18,221 · $20,281+26.6%

+11.4%5 years · per year$10,000 became $17,151 · $15,539+9.2%

0.03%Expense ratio$3 · $80 a year on $10k · lower is better0.80%

1.14%Trailing 12-mo yield$114 · $306 a year on $10k3.06%

−8.9%Worst dropSmaller is better−12.1%

13.6%VolatilityLower is calmer17.4%

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

4–4Level

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 FEP: Top 5 Holdings

Today

IVV

27.7%in top 5

FEP

in top 54.6%

IVVStockFEP

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 5TEP.PA0.9%

not top 5FRAS.L0.9%

not top 5BZU.MI0.9%

not top 5SOF.BR0.9%

not top 5SDLF.L0.9%

Held in common0.0%

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

IVV vs FEP Returns, Every Period

iSharesIVV

+11.4%

5 years, per year

FEPFirst Trust

+9.2%

5 years, per year

IVVFEPFaded: behind in that period

1–3FEP wins

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

Core vs International: IVV vs FEP

YTD

iSharesIVV

+8.4%

FEPFirst Trust

+8.5%

+8.4%Year to date+8.5%

−8.9%Worst drop · 1Y−12.1%

13.6%Volatility · 1Y17.4%

1.1%Yield3.1%

$850BAssets$496M

2–2level

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

Cost, Income and Risk

Fees: FEP, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

FEP0.80%$80

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

Yields: FEP, IVV

3.06%highest, FEP

FundTrailing yieldYield$10k

FEP3.06%$306

IVV1.14%$114

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

Income After Fees on $10,000

$226most kept, FEP

FEP$306 − $80 = $226

IVV$114 − $3 = $111

KeptFee

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

Overlap: FEP, IVV

Today

0.0%most shared, FEP and IVV

FEPIVV

FEP—0.0%

IVV0.0%—

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

Return vs Bumpiness: 2 ETFs

+17.1%FEP, at 17.4% volatility

IVVWorst drop−8.9%13.6% vol

FEPWorst drop−12.1%17.4% vol

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

Paid More vs Made More

YTD

FEPIVV

+8.5%Year to date+8.4%

3.1%Yield1.1%

+17.1%Past year+9.7%

0.80%Fee0.03%

3–1FEP wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

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

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

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