Compare · 2 funds side by side · dividends reinvested

FHDG and IVV

FHDGFirst Trust×IVViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,177IVV · best of the two

02 / 04

FHDG and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B1.4

FT Vest U.S. Equity Quarterly Dynamic Buffer ETFDefined Outcome · Buffer0.85%0.00%+8.3%+10.2%[…][…]−4.0%6.4%$72M1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: FHDG 2024 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

FT Vest U.S. Equity Quarterly Dynamic Buffer ETF · $72M[…]

FHDG

IVV

iShares Core S&P 500 ETF · $853B$17,177

$10,000 five years ago, dividends reinvested

FHDGMeasureIVV

+8.3%Year to dateJan 1 → Nov 6+8.7%

+10.2%1 yearTotal return+9.8%

[…]3 years · per year$10,000 became […] · $18,084+21.8%

[…]5 years · per year$10,000 became […] · $17,177+11.4%

0.85%Expense ratio$85 · $3 a year on $10k · lower is better0.03%

0.00%Trailing 12-mo yield$0 · $114 a year on $10k1.14%

−4.0%Worst dropSmaller is better−8.9%

6.4%VolatilityLower is calmer13.6%

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

3–3Level

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

More Ways to See the Pairs

FHDG vs IVV: Top 5 Holdings

Today

FHDG

[…]in top 5

IVV

in top 527.8%

FHDGStockIVV

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common[…]

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

FHDG vs IVV Returns, Every Period

First TrustFHDG

+10.2%

past year

IVViShares

+9.8%

past year

FHDGIVVFaded: behind in that period

1–1Level

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

Defined Outcome vs Core: FHDG vs IVV

YTD

First TrustFHDG

+8.3%

IVViShares

+8.7%

+8.3%Year to date+8.7%

−4.0%Worst drop · 1Y−8.9%

6.4%Volatility · 1Y13.6%

0.0%Yield1.1%

$71.6MAssets$853B

2–2level

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

Cost, Income and Risk

Fees: FHDG, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

FHDG0.85%$85

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

Yields: FHDG, IVV

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

FHDG0.00%$0

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

FHDG$0 − $85 = −$85

KeptFee

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

Overlap: FHDG, IVV

Today

[…]holdings […]

FHDGIVV

FHDG—[…]

IVV[…]—

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

Return vs Bumpiness: 2 ETFs

+10.2%FHDG, at 6.4% volatility

FHDGWorst drop−4.0%6.4% vol

IVVWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

IVVFHDG

+8.7%Year to date+8.3%

1.1%Yield0.0%

+9.8%Past year+10.2%

0.03%Fee0.85%

3–1IVV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

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