Compare · 3 funds side by side · dividends reinvested

FPWR, SPY and IVV

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

02 / 04

FPWR, SPY 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%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B1.8

First Trust EIP Power Solutions ETFUnsorted0.96%2.13%+12.6%+11.5%+19.8%+10.9%−9.3%11.6%$33M2.0

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B2.3

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: FPWR 2019 · SPY 1993 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

First Trust EIP Power Solutions ETF · $33M$16,800

FPWR

SPY

State Street SPDR S&P 500 ETF · $819B$17,118

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

FPWRMeasureSPY

+12.6%Year to dateJan 1 → Nov 6+8.7%

+11.5%1 yearTotal return+9.7%

+19.8%3 years · per year$10,000 became $17,178 · $18,039+21.7%

+10.9%5 years · per year$10,000 became $16,800 · $17,118+11.3%

0.96%Expense ratio$96 · $9 a year on $10k · lower is better0.09%

2.13%Trailing 12-mo yield$213 · $103 a year on $10k1.03%

−9.3%Worst dropSmaller is better−8.9%

11.6%VolatilityLower is calmer13.6%

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

4–4Level

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

More Ways to See the Pairs

FPWR vs SPY: Top 5 Holdings

Today

FPWR

19.7%in top 5

SPY

in top 527.8%

FPWRStockSPY

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

4.8%EPDnot top 5

4.7%ETnot top 5

not top 5AMZN4.0%

3.8%DUKnot top 5

3.3%WECnot top 5

3.1%NFGnot top 5

not top 5GOOGL2.6%

Held in common2.7%

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

FPWR vs SPY Returns, Every Period

First TrustFPWR

+10.9%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

FPWRSPYFaded: behind in that period

2–2Level

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

Unsorted vs Core: FPWR vs IVV

YTD

First TrustFPWR

+12.6%

IVViShares

+8.7%

+12.6%Year to date+8.7%

−9.3%Worst drop · 1Y−8.9%

11.6%Volatility · 1Y13.6%

2.1%Yield1.1%

$33.5MAssets$853B

3–1FPWR wins

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

Cost, Income and Risk

Fees: FPWR, SPY, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

FPWR0.96%$96

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

Yields: FPWR, SPY, IVV

2.13%highest, FPWR

FundTrailing yieldYield$10k

FPWR2.13%$213

IVV1.14%$114

SPY1.03%$103

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

Income After Fees on $10,000

$117most kept, FPWR

FPWR$213 − $96 = $117

IVV$114 − $3 = $111

SPY$103 − $9 = $94

KeptFee

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

Overlap: FPWR, SPY, IVV

Today

99.9%most shared, SPY and IVV

FPWRSPYIVV

FPWR—2.7%2.7%

SPY2.7%—99.9%

IVV2.7%99.9%—

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

Return vs Bumpiness: 3 ETFs

+11.5%FPWR, at 11.6% volatility

FPWRWorst drop−9.3%11.6% vol

SPYWorst drop−8.9%13.6% 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

FPWRIVV

+12.6%Year to date+8.7%

2.1%Yield1.1%

+11.5%Past year+9.8%

0.96%Fee0.03%

3–1FPWR 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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

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