Compare · 2 funds side by side · dividends reinvested

FRI and IVV

FRIFirst Trust×IVViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,545IVV · best of the two

02 / 04

FRI and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$875B1.4

First Trust S&P REIT Index FundSectors · Real estate0.51%2.53%+17.6%+17.7%+15.1%+3.6%−12.1%13.8%$205M1.6

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

End-of-day Nov 9, 2026 · returns include dividends · since: FRI 2007 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

First Trust S&P REIT Index Fund · $205M$11,946

FRI

IVV

iShares Core S&P 500 ETF · $875B$17,545

$10,000 five years ago, dividends reinvested · they hold 1.5% in common

FRIMeasureIVV

+17.6%Year to dateJan 1 → Nov 9+11.3%

+17.7%1 yearTotal return+13.6%

+15.1%3 years · per year$10,000 became $15,241 · $18,159+22.0%

+3.6%5 years · per year$10,000 became $11,946 · $17,545+11.9%

0.51%Expense ratio$51 · $3 a year on $10k · lower is better0.03%

2.53%Trailing 12-mo yield$253 · $111 a year on $10k1.11%

−12.1%Worst dropSmaller is better−8.9%

13.8%VolatilityLower is calmer13.8%

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

3–4IVV wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FRI vs IVV: Top 5 Holdings

Today

FRI

35.6%in top 5

IVV

in top 527.8%

FRIStockIVV

13.0%WELLnot top 5

8.9%PLDnot top 5

not top 5AAPL7.9%

not top 5NVDA7.1%

not top 5MSFT6.2%

4.7%SPGnot top 5

4.6%EQIXnot top 5

4.5%DLRnot top 5

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common1.5%

End-of-day Nov 9, 2026 · share of each fund

FRI vs IVV Returns, Every Period

First TrustFRI

+3.6%

5 years, per year

IVViShares

+11.9%

5 years, per year

FRIIVVFaded: behind in that period

2–2Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Sector vs Core: FRI vs IVV

YTD

First TrustFRI

+17.6%

IVViShares

+11.3%

+17.6%Year to date+11.3%

−12.1%Worst drop · 1Y−8.9%

13.8%Volatility · 1Y13.8%

2.5%Yield1.1%

$205MAssets$875B

2–1FRI wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FRI, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

FRI0.51%$51

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: FRI, IVV

2.53%highest, FRI

FundTrailing yieldYield$10k

FRI2.53%$253

IVV1.11%$111

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$202most kept, FRI

FRI$253 − $51 = $202

IVV$111 − $3 = $108

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: FRI, IVV

Today

1.5%most shared, FRI and IVV

FRIIVV

FRI—1.5%

IVV1.5%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+17.7%FRI, at 13.8% volatility

IVVWorst drop−8.9%13.8% vol

FRIWorst drop−12.1%13.8% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

FRIIVV

+17.6%Year to date+11.3%

2.5%Yield1.1%

+17.7%Past year+13.6%

0.51%Fee0.03%

3–1FRI wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026