Compare · 3 funds side by side · dividends reinvested

FXD, SPY and IVV

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,414IVV · best of the three

Story of the three · IncomeMost incomeIVV · 1.11% · $111 a year on $10k

Story of the three · RiskSmallest drop

FXD, 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%1.11%+10.9%+13.0%+21.5%+11.7%−8.9%13.8%$872B1.3

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+10.8%+13.0%+21.4%+11.7%−8.9%13.8%$792B1.8

First Trust Consumer Discretionary AlphaDEX FundSectors · Consumer0.60%0.67%+5.5%+10.0%+13.1%+3.7%−13.9%21.0%$274M3.0

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

End-of-day Nov 10, 2026 · returns include dividends · since: FXD 2007 · SPY 1993 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

First Trust Consumer Discretionary AlphaDEX Fund · $274M$11,970

FXD

SPY

State Street SPDR S&P 500 ETF · $792B$17,358

$10,000 five years ago, dividends reinvested · they hold 5.6% in common

FXDMeasure

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FXD vs SPY: Top 5 Holdings

Today

FXD

8.6%in top 5

SPY

in top 527.3%

FXDStockSPY

not top 5AAPL7.9%

not top 5NVDA6.6%

not top 5MSFT6.2%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Cost, Income and Risk

Fees: FXD, SPY, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

FXD0.60%$60

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

Yields: FXD, SPY, IVV

1Y

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

+10.9%Year to date+10.8%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 10, 2026

VOO vs IVV

YTD

VanguardVOO

+10.9%

IVViShares

+10.9%

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

SPY

+5.5%Year to dateJan 1 → Nov 10+10.8%

+10.0%1 yearTotal return+13.0%

+13.1%3 years · per year$10,000 became $14,471 · $17,888+21.4%

+3.7%5 years · per year$10,000 became $11,970 · $17,358+11.7%

0.60%Expense ratio$60 · $9 a year on $10k · lower is better0.09%

0.67%Trailing 12-mo yield$67 · $101 a year on $10k1.01%

−13.9%Worst dropSmaller is better−8.9%

21.0%VolatilityLower is calmer13.8%

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

0–8SPY wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

1.8%CROXnot top 5

1.7%SNnot top 5

1.7%SIRInot top 5

1.7%CCLnot top 5

1.7%MATnot top 5

Held in common5.6%

End-of-day Nov 10, 2026 · share of each fund

FXD vs SPY Returns, Every Period

5Y

First TrustFXD

+3.7%

5 years, per year

SPYSPDR

+11.7%

5 years, per year

FXDSPYFaded: behind in that period

0–4SPY wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Sector vs Core: FXD vs IVV

YTD

First TrustFXD

+5.5%

IVViShares

+10.9%

+5.5%Year to date+10.9%

−13.9%Worst drop · 1Y−8.9%

21.0%Volatility · 1Y13.8%

0.7%Yield1.1%

$274MAssets$872B

4–0IVV wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1.11%highest, IVV

FundTrailing yieldYield$10k

IVV1.11%$111

SPY1.01%$101

FXD0.67%$67

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$108most kept, IVV

IVV$111 − $3 = $108

SPY$101 − $9 = $92

FXD$67 − $60 = $7

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: FXD, SPY, IVV

Today

99.9%most shared, SPY and IVV

FXDSPYIVV

FXD—5.6%5.6%

SPY5.6%—99.9%

IVV5.6%99.9%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+13.0%IVV, at 13.8% volatility

SPYWorst drop−8.9%13.8% vol

IVVWorst drop−8.9%13.8% vol

FXDWorst drop−13.9%21.0% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

IVVSPY

+10.9%Year to date+10.8%

1.1%Yield1.0%

+13.0%Past year+13.0%

0.03%Fee0.09%

3–0IVV wins

End-of-day Nov 10, 2026

Year to date

+10.9%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

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FXD, SPY and IVV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three