Compare · 3 funds side by side · dividends reinvested

FIXD, IVV and VOO

FIXDFirst Trust×IVViShares×VOOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,177VOO · best of the three

02 / 04

FIXD, IVV and VOO, 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%$850B1.8

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T1.9

First Trust Smith Opportunistic Fixed Income ETFBonds & Cash · Other bonds0.65%4.82%−1.2%−0.6%+5.1%−0.8%−5.4%4.4%$2.8B2.3

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

End-of-day Nov 6, 2026 · returns include dividends · since: FIXD 2017 · IVV 2000 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Smith Opportunistic Fixed Income ETF · $2.8B$9,630

FIXD

IVV

iShares Core S&P 500 ETF · $850B$17,177

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

FIXDMeasureIVV

−1.2%Year to dateJan 1 → Nov 6+8.7%

−0.6%1 yearTotal return+9.8%

+5.1%3 years · per year$10,000 became $11,606 · $18,084+21.8%

−0.8%5 years · per year$10,000 became $9,630 · $17,177+11.4%

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

4.82%Trailing 12-mo yield$482 · $114 a year on $10k1.14%

−5.4%Worst dropSmaller is better−8.9%

4.4%VolatilityLower is calmer13.6%

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

3–5IVV wins

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

More Ways to See the Pairs

FIXD vs IVV: Top 5 Holdings

Today

FIXD

0.3%in top 5

IVV

in top 527.8%

FIXDStockIVV

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

0.2%XELLLnot top 5

0.1%JXN-PAnot top 5

Held in common0.0%

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

FIXD vs IVV Returns, Every Period

First TrustFIXD

−0.8%

5 years, per year

IVViShares

+11.4%

5 years, per year

FIXDIVVFaded: behind in that period

0–4IVV wins

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

Bonds vs Core: FIXD vs IVV

YTD

First TrustFIXD

−1.2%

IVViShares

+8.7%

−1.2%Year to date+8.7%

−5.4%Worst drop · 1Y−8.9%

4.4%Volatility · 1Y13.6%

4.8%Yield1.1%

$2.8BAssets$850B

3–1FIXD wins

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

Cost, Income and Risk

Fees: FIXD, IVV, VOO

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VOO0.03%$3

FIXD0.65%$65

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

Yields: FIXD, IVV, VOO

4.82%highest, FIXD

FundTrailing yieldYield$10k

FIXD4.82%$482

IVV1.14%$114

VOO1.10%$110

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

Income After Fees on $10,000

$417most kept, FIXD

FIXD$482 − $65 = $417

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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

Overlap: FIXD, IVV, VOO

Today

92.2%most shared, IVV and VOO

FIXDIVVVOO

FIXD—0.0%0.0%

IVV0.0%—92.2%

VOO0.0%92.2%—

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

Return vs Bumpiness: 3 ETFs

+9.8%VOO, at 13.5% volatility

FIXDWorst drop−5.4%4.4% vol

VOOWorst drop−8.9%13.5% 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

FIXDIVV

−1.2%Year to date+8.7%

4.8%Yield1.1%

−0.6%Past year+9.8%

0.65%Fee0.03%

3–1IVV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026