Compare · 2 funds side by side · dividends reinvested

FPA and IVV

FPAFirst Trust×IVViShares×

Versus in desk

02 / 04

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,414IVV · best of the two

Story of the two · IncomeMost incomeFPA · 4.40% · $440 a year on $10k

Story of the two · RiskSmallest drop

FPA and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Asia Pacific ex-Japan AlphaDEX FundInternational · Region & country0.80%4.40%+20.3%+20.5%+25.6%+10.7%−25.4%32.3%$105M1.5

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+10.9%+13.0%+21.5%+11.7%−8.9%13.8%$872B1.5

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

End-of-day Nov 10, 2026 · returns include dividends · since: FPA 2011 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Core S&P 500 ETF · $872B$17,414

IVV

FPA

First Trust Asia Pacific ex-Japan AlphaDEX Fund · $105M$16,640

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

IVVMeasureFPA

+10.9%

More Ways to See the Pairs

IVV vs FPA: Top 5 Holdings

Today

IVV

27.3%in top 5

FPA

in top 59.5%

IVVStockFPA

7.9%AAPLnot top 5

6.6%NVDAnot top 5

6.2%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

Cost, Income and Risk

Fees: FPA, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

FPA0.80%$80

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

Yields: FPA, IVV

1Y

4.40%highest, FPA

FundTrailing yieldYield

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

+10.9%Year to date+10.8%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 10, 2026

VOO vs IVV

YTD

VanguardVOO

+10.9%

IVViShares

+10.9%

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

Year to dateJan 1 → Nov 10

+20.3%

+13.0%1 yearTotal return+20.5%

+21.5%3 years · per year$10,000 became $17,934 · $19,811+25.6%

+11.7%5 years · per year$10,000 became $17,414 · $16,640+10.7%

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

1.11%Trailing 12-mo yield$111 · $440 a year on $10k4.40%

−8.9%Worst dropSmaller is better−25.4%

13.8%VolatilityLower is calmer32.3%

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

4–4Level

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 50006.HK2.0%

not top 52618.HK1.9%

not top 5015760.K1.9%

not top 5161390.K1.9%

not top 50001.HK1.9%

Held in common0.0%

End-of-day Nov 10, 2026 · share of each fund

IVV vs FPA Returns, Every Period

5Y

iSharesIVV

+11.7%

5 years, per year

FPAFirst Trust

+10.7%

5 years, per year

IVVFPAFaded: behind in that period

1–3FPA wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Core vs International: IVV vs FPA

YTD

iSharesIVV

+10.9%

FPAFirst Trust

+20.3%

+10.9%Year to date+20.3%

−8.9%Worst drop · 1Y−25.4%

13.8%Volatility · 1Y32.3%

1.1%Yield4.4%

$872BAssets$105M

2–2level

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

$10k

FPA4.40%$440

IVV1.11%$111

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$360most kept, FPA

FPA$440 − $80 = $360

IVV$111 − $3 = $108

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: FPA, IVV

Today

0.0%most shared, FPA and IVV

FPAIVV

FPA—0.0%

IVV0.0%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+20.5%FPA, at 32.3% volatility

IVVWorst drop−8.9%13.8% vol

FPAWorst drop−25.4%32.3% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

FPAIVV

+20.3%Year to date+10.9%

4.4%Yield1.1%

+20.5%Past year+13.0%

0.80%Fee0.03%

3–1FPA wins

End-of-day Nov 10, 2026

Year to date

+10.9%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

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FPA and IVV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two