Compare · 2 funds side by side · dividends reinvested

FPWR and IVV

FPWRFirst 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

FPWR and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust EIP Power Solutions ETFUnsorted0.96%2.12%+13.1%+13.0%+20.5%+10.9%−9.3%11.7%$33M1.5

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%$850B1.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: FPWR 2019 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

First Trust EIP Power Solutions ETF · $33M$16,798

FPWR

IVV

iShares Core S&P 500 ETF · $850B$17,151

$10,000 five years ago, dividends reinvested · they hold 2.7% in common

FPWRMeasureIVV

+13.1%Year to dateJan 1 → Nov 5+8.4%

+13.0%1 yearTotal return+9.7%

+20.5%3 years · per year$10,000 became $17,476 · $18,221+22.1%

+10.9%5 years · per year$10,000 became $16,798 · $17,151+11.4%

0.96%Expense ratio$96 · $3 a year on $10k · lower is better0.03%

2.12%Trailing 12-mo yield$212 · $114 a year on $10k1.14%

−9.3%Worst dropSmaller is better−8.9%

11.7%VolatilityLower is calmer13.6%

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

4–4Level

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

More Ways to See the Pairs

FPWR vs IVV: Top 5 Holdings

Today

FPWR

19.6%in top 5

IVV

in top 527.7%

FPWRStockIVV

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

4.8%EPDnot top 5

4.7%ETnot top 5

not top 5AMZN3.9%

3.7%DUKnot top 5

3.3%WECnot top 5

3.2%NFGnot top 5

not top 5GOOGL2.6%

Held in common2.7%

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

FPWR vs IVV Returns, Every Period

First TrustFPWR

+10.9%

5 years, per year

IVViShares

+11.4%

5 years, per year

FPWRIVVFaded: behind in that period

2–2Level

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

Unsorted vs Core: FPWR vs IVV

YTD

First TrustFPWR

+13.1%

IVViShares

+8.4%

+13.1%Year to date+8.4%

−9.3%Worst drop · 1Y−8.9%

11.7%Volatility · 1Y13.6%

2.1%Yield1.1%

$33.5MAssets$850B

3–1FPWR wins

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

Cost, Income and Risk

Fees: FPWR, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

FPWR0.96%$96

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

Yields: FPWR, IVV

2.12%highest, FPWR

FundTrailing yieldYield$10k

FPWR2.12%$212

IVV1.14%$114

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

Income After Fees on $10,000

$116most kept, FPWR

FPWR$212 − $96 = $116

IVV$114 − $3 = $111

KeptFee

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

Overlap: FPWR, IVV

Today

2.7%most shared, FPWR and IVV

FPWRIVV

FPWR—2.7%

IVV2.7%—

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

Return vs Bumpiness: 2 ETFs

+13.0%FPWR, at 11.7% volatility

FPWRWorst drop−9.3%11.7% 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

FPWRIVV

+13.1%Year to date+8.4%

2.1%Yield1.1%

+13.0%Past year+9.7%

0.96%Fee0.03%

3–1FPWR 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$819B

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$850B

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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026