Compare · 3 funds side by side · dividends reinvested

FMF, IVV and VOO

FMFFirst 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

FMF, IVV and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Managed Futures Strategy FundUnsorted0.98%4.88%+9.7%+11.1%+6.2%+4.9%−4.5%9.7%$294M1.8

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%$853B2.0

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%$1.00T2.1

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: FMF 2013 · IVV 2000 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Managed Futures Strategy Fund · $294M$12,730

FMF

IVV

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

$10,000 five years ago, dividends reinvested

FMFMeasureIVV

+9.7%Year to dateJan 1 → Nov 6+8.7%

+11.1%1 yearTotal return+9.8%

+6.2%3 years · per year$10,000 became $11,988 · $18,084+21.8%

+4.9%5 years · per year$10,000 became $12,730 · $17,177+11.4%

0.98%Expense ratio$98 · $3 a year on $10k · lower is better0.03%

4.88%Trailing 12-mo yield$488 · $114 a year on $10k1.14%

−4.5%Worst dropSmaller is better−8.9%

9.7%VolatilityLower is calmer13.6%

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

5–3FMF wins

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

More Ways to See the Pairs

FMF vs IVV: Top 5 Holdings

Today

FMF

[…]in top 5

IVV

in top 527.8%

FMFStockIVV

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

FMF vs IVV Returns, Every Period

First TrustFMF

+4.9%

5 years, per year

IVViShares

+11.4%

5 years, per year

FMFIVVFaded: behind in that period

2–2Level

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

Unsorted vs Core: FMF vs IVV

YTD

First TrustFMF

+9.7%

IVViShares

+8.7%

+9.7%Year to date+8.7%

−4.5%Worst drop · 1Y−8.9%

9.7%Volatility · 1Y13.6%

4.9%Yield1.1%

$294MAssets$853B

4–0FMF wins

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

Cost, Income and Risk

Fees: FMF, IVV, VOO

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VOO0.03%$3

FMF0.98%$98

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

Yields: FMF, IVV, VOO

4.88%highest, FMF

FundTrailing yieldYield$10k

FMF4.88%$488

IVV1.14%$114

VOO1.10%$110

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

Income After Fees on $10,000

$390most kept, FMF

FMF$488 − $98 = $390

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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

Overlap: FMF, IVV, VOO

Today

92.2%most shared, IVV and VOO

FMFIVVVOO

FMF—[…][…]

IVV[…]—92.2%

VOO[…]92.2%—

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

Return vs Bumpiness: 3 ETFs

+11.1%FMF, at 9.7% volatility

FMFWorst drop−4.5%9.7% 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

FMFIVV

+9.7%Year to date+8.7%

4.9%Yield1.1%

+11.1%Past year+9.8%

0.98%Fee0.03%

3–1FMF 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