Compare · 3 funds side by side · dividends reinvested

FPX, IVV and SPY

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

02 / 04

FPX, IVV and SPY, 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%$853B1.4

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%$778B1.9

First Trust US Equity Opportunities ETFUS Stock Styles · Large cap0.57%0.20%−1.9%−3.0%+27.7%+4.6%−23.6%27.1%$1.3B2.8

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: FPX 2006 · IVV 2000 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

First Trust US Equity Opportunities ETF · $1.3B$12,520

FPX

IVV

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

$10,000 five years ago, dividends reinvested · they hold 3.4% in common

FPXMeasureIVV

−1.9%Year to dateJan 1 → Nov 6+8.7%

−3.0%1 yearTotal return+9.8%

+27.7%3 years · per year$10,000 became $20,843 · $18,084+21.8%

+4.6%5 years · per year$10,000 became $12,520 · $17,177+11.4%

0.57%Expense ratio$57 · $3 a year on $10k · lower is better0.03%

0.20%Trailing 12-mo yield$20 · $114 a year on $10k1.14%

−23.6%Worst dropSmaller is better−8.9%

27.1%VolatilityLower is calmer13.6%

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

1–7IVV wins

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

More Ways to See the Pairs

FPX vs IVV: Top 5 Holdings

Today

FPX

31.9%in top 5

IVV

in top 527.8%

FPXStockIVV

9.7%LLYnot top 5

8.4%SPCXnot top 5

not top 5AAPL7.9%

6.9%GEVnot top 5

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

3.7%SNDKnot top 5

3.2%STXnot top 5

not top 5GOOGL2.6%

Held in common3.4%

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

FPX vs IVV Returns, Every Period

First TrustFPX

+4.6%

5 years, per year

IVViShares

+11.4%

5 years, per year

FPXIVVFaded: behind in that period

1–3IVV wins

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

Stocks vs Core: FPX vs IVV

YTD

First TrustFPX

−1.9%

IVViShares

+8.7%

−1.9%Year to date+8.7%

−23.6%Worst drop · 1Y−8.9%

27.1%Volatility · 1Y13.6%

0.2%Yield1.1%

$1.3BAssets$853B

4–0IVV wins

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

Cost, Income and Risk

Fees: FPX, IVV, SPY

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

FPX0.57%$57

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

Yields: FPX, IVV, SPY

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

SPY1.03%$103

FPX0.20%$20

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

SPY$103 − $9 = $94

FPX$20 − $57 = −$37

KeptFee

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

Overlap: FPX, IVV, SPY

Today

99.9%most shared, IVV and SPY

FPXIVVSPY

FPX—3.4%3.4%

IVV3.4%—99.9%

SPY3.4%99.9%—

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

Return vs Bumpiness: 3 ETFs

+9.8%IVV, at 13.6% volatility

SPYWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

FPXWorst drop−23.6%27.1% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IVVSPY

+8.7%Year to date+8.7%

1.1%Yield1.0%

+9.8%Past year+9.7%

0.03%Fee0.09%

3–0IVV 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%

$178BAssets$778B

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