Compare · 2 funds side by side · dividends reinvested

FMB and IVV

FMBFirst 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

FMB 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%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$887B1.4

First Trust Managed Municipal ETFBonds & Cash · Municipal0.39%3.73%+0.5%+0.9%+4.7%+0.6%−6.8%3.6%$1.9B1.6

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: FMB 2014 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $887B$17,151

IVV

FMB

First Trust Managed Municipal ETF · $1.9B$10,298

$10,000 five years ago, dividends reinvested

IVVMeasureFMB

+8.4%Year to dateJan 1 → Nov 5+0.5%

+9.7%1 yearTotal return+0.9%

+22.1%3 years · per year$10,000 became $18,221 · $11,477+4.7%

+11.4%5 years · per year$10,000 became $17,151 · $10,298+0.6%

0.03%Expense ratio$3 · $39 a year on $10k · lower is better0.39%

1.14%Trailing 12-mo yield$114 · $373 a year on $10k3.73%

−8.9%Worst dropSmaller is better−6.8%

13.6%VolatilityLower is calmer3.6%

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

5–3IVV wins

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 FMB: Top 5 Holdings

Today

IVV

27.7%in top 5

FMB

in top 5[…]

IVVStockFMB

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

Held in common[…]

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

IVV vs FMB Returns, Every Period

iSharesIVV

+11.4%

5 years, per year

FMBFirst Trust

+0.6%

5 years, per year

IVVFMBFaded: behind in that period

4–0IVV wins

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

Core vs Bonds: IVV vs FMB

YTD

iSharesIVV

+8.4%

FMBFirst Trust

+0.5%

+8.4%Year to date+0.5%

−8.9%Worst drop · 1Y−6.8%

13.6%Volatility · 1Y3.6%

1.1%Yield3.7%

$887BAssets$1.9B

3–1FMB wins

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

Cost, Income and Risk

Fees: FMB, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

FMB0.39%$39

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

Yields: FMB, IVV

3.73%highest, FMB

FundTrailing yieldYield$10k

FMB3.73%$373

IVV1.14%$114

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

Income After Fees on $10,000

$334most kept, FMB

FMB$373 − $39 = $334

IVV$114 − $3 = $111

KeptFee

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

Overlap: FMB, IVV

Today

[…]holdings […]

FMBIVV

FMB—[…]

IVV[…]—

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

Return vs Bumpiness: 2 ETFs

+9.7%IVV, at 13.6% volatility

FMBWorst drop−6.8%3.6% vol

IVVWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

FMBIVV

+0.5%Year to date+8.4%

3.7%Yield1.1%

+0.9%Past year+9.7%

0.39%Fee0.03%

3–1IVV 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$805B

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$887B

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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026