Compare · 3 funds side by side · dividends reinvested

FSZ, VTI and IVV

FSZFirst Trust×VTIVanguard×IVViShares×

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

02 / 04

FSZ, VTI 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%$853B1.5

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.09%+8.9%+9.9%+21.7%+10.4%−8.9%13.7%$689B1.9

First Trust Switzerland AlphaDEX FundInternational · Region & country0.80%2.00%+3.9%+10.3%+15.6%+5.8%−10.4%14.8%$37M2.5

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: FSZ 2012 · VTI 2001 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Switzerland AlphaDEX Fund · $37M$13,242

FSZ

VTI

Vanguard Morningstar Total Stock Market ETF · $689B$16,375

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

FSZMeasureVTI

+3.9%Year to dateJan 1 → Nov 6+8.9%

+10.3%1 yearTotal return+9.9%

+15.6%3 years · per year$10,000 became $15,435 · $18,004+21.7%

+5.8%5 years · per year$10,000 became $13,242 · $16,375+10.4%

0.80%Expense ratio$80 · $3 a year on $10k · lower is better0.03%

2.00%Trailing 12-mo yield$200 · $109 a year on $10k1.09%

−10.4%Worst dropSmaller is better−8.9%

14.8%VolatilityLower is calmer13.7%

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

2–6VTI wins

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

More Ways to See the Pairs

FSZ vs VTI: Top 5 Holdings

Today

FSZ

23.3%in top 5

VTI

in top 525.0%

FSZStockVTI

not top 5NVDA7.1%

not top 5AAPL6.6%

5.6%SUN.SWnot top 5

not top 5MSFT5.2%

5.1%SREN.SWnot top 5

4.6%SDZ.SWnot top 5

4.1%VONN.SWnot top 5

3.9%SCMN.SWnot top 5

not top 5AMZN3.3%

not top 5GOOGL2.8%

Held in common0.0%

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

FSZ vs VTI Returns, Every Period

First TrustFSZ

+5.8%

5 years, per year

VTIVanguard

+10.4%

5 years, per year

FSZVTIFaded: behind in that period

1–3VTI wins

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

International vs Core: FSZ vs IVV

YTD

First TrustFSZ

+3.9%

IVViShares

+8.7%

+3.9%Year to date+8.7%

−10.4%Worst drop · 1Y−8.9%

14.8%Volatility · 1Y13.6%

2.0%Yield1.1%

$37.0MAssets$853B

3–1IVV wins

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

Cost, Income and Risk

Fees: FSZ, VTI, IVV

Today

0.03%lowest, VTI

FundExpense ratioFee$10k

VTI0.03%$3

IVV0.03%$3

FSZ0.80%$80

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

Yields: FSZ, VTI, IVV

2.00%highest, FSZ

FundTrailing yieldYield$10k

FSZ2.00%$200

IVV1.14%$114

VTI1.09%$109

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

Income After Fees on $10,000

$120most kept, FSZ

FSZ$200 − $80 = $120

IVV$114 − $3 = $111

VTI$109 − $3 = $106

KeptFee

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

Overlap: FSZ, VTI, IVV

Today

85.5%most shared, VTI and IVV

FSZVTIIVV

FSZ—0.0%0.0%

VTI0.0%—85.5%

IVV0.0%85.5%—

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

Return vs Bumpiness: 3 ETFs

+10.3%FSZ, at 14.8% volatility

IVVWorst drop−8.9%13.6% vol

VTIWorst drop−8.9%13.7% vol

FSZWorst drop−10.4%14.8% vol

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

Paid More vs Made More

YTD

FSZVTI

+3.9%Year to date+8.9%

2.0%Yield1.1%

+10.3%Past year+9.9%

0.80%Fee0.03%

2–2level

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

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI 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