Compare · 3 funds side by side · dividends reinvested

FSMB, SPY and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,118IVV · best of the three

02 / 04

FSMB, 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%1.09%+13.4%+13.5%+24.2%+12.6%−8.9%12.9%$887B1.6

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$805B2.1

First Trust Short Duration Managed Municipal ETFBonds & Cash · Municipal0.34%3.21%+1.5%+2.1%+3.9%+1.6%−2.4%1.8%$661M2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: FSMB 2018 · SPY 1993 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Short Duration Managed Municipal ETF · $661M$10,807

FSMB

IVV

iShares Core S&P 500 ETF · $887B$18,118

$10,000 five years ago, dividends reinvested

FSMBMeasureIVV

+1.5%Year to dateJan 1 → Nov 4+13.4%

+2.1%1 yearTotal return+13.5%

+3.9%3 years · per year$10,000 became $11,229 · $19,178+24.2%

+1.6%5 years · per year$10,000 became $10,807 · $18,118+12.6%

0.34%Expense ratio$34 · $3 a year on $10k · lower is better0.03%

3.21%Trailing 12-mo yield$321 · $109 a year on $10k1.09%

−2.4%Worst dropSmaller is better−8.9%

1.8%VolatilityLower is calmer12.9%

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

3–5IVV wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FSMB vs IVV: Top 5 Holdings

Today

FSMB

[…]in top 5

IVV

in top 527.3%

FSMBStockIVV

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

not top 5AMZN3.8%

not top 5GOOGL2.5%

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

FSMB vs IVV Returns, Every Period

First TrustFSMB

+1.6%

5 years, per year

IVViShares

+12.6%

5 years, per year

FSMBIVVFaded: behind in that period

0–4IVV wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Bonds vs Core: FSMB vs IVV

YTD

First TrustFSMB

+1.5%

IVViShares

+13.4%

+1.5%Year to date+13.4%

−2.4%Worst drop · 1Y−8.9%

1.8%Volatility · 1Y12.9%

3.2%Yield1.1%

$661MAssets$887B

3–1FSMB wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FSMB, SPY, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

FSMB0.34%$34

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: FSMB, SPY, IVV

3.21%highest, FSMB

FundTrailing yieldYield$10k

FSMB3.21%$321

IVV1.09%$109

SPY0.99%$99

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$287most kept, FSMB

FSMB$321 − $34 = $287

IVV$109 − $3 = $106

SPY$99 − $9 = $90

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: FSMB, SPY, IVV

Today

99.9%most shared, SPY and IVV

FSMBSPYIVV

FSMB—[…][…]

SPY[…]—99.9%

IVV[…]99.9%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.5%IVV, at 12.9% volatility

FSMBWorst drop−2.4%1.8% vol

SPYWorst drop−8.9%12.9% vol

IVVWorst drop−8.9%12.9% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

FSMBIVV

+1.5%Year to date+13.4%

3.2%Yield1.1%

+2.1%Past year+13.5%

0.34%Fee0.03%

3–1IVV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026