Compare · 3 funds side by side · dividends reinvested

FXL, IVV and VOO

FXLFirst Trust×IVViShares×VOOVanguard×

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

02 / 04

FXL, IVV and VOO, 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%$853B1.8

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T1.9

First Trust Technology AlphaDEX FundSectors · Technology0.60%0.00%+17.2%+14.5%+23.1%+8.5%−15.3%27.8%$2.5B2.3

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

End-of-day Nov 6, 2026 · returns include dividends · since: FXL 2007 · IVV 2000 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Technology AlphaDEX Fund · $2.5B$15,005

FXL

IVV

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

$10,000 five years ago, dividends reinvested · they hold 14.6% in common

FXLMeasureIVV

+17.2%Year to dateJan 1 → Nov 6+8.7%

+14.5%1 yearTotal return+9.8%

+23.1%3 years · per year$10,000 became $18,639 · $18,084+21.8%

+8.5%5 years · per year$10,000 became $15,005 · $17,177+11.4%

0.60%Expense ratio$60 · $3 a year on $10k · lower is better0.03%

0.00%Trailing 12-mo yield$0 · $114 a year on $10k1.14%

−15.3%Worst dropSmaller is better−8.9%

27.8%VolatilityLower is calmer13.6%

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

3–5IVV wins

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

More Ways to See the Pairs

FXL vs IVV: Top 5 Holdings

Today

FXL

10.5%in top 5

IVV

in top 527.8%

FXLStockIVV

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

2.6%EPAMnot top 5

not top 5GOOGL2.6%

2.0%NIQnot top 5

2.0%CTSHnot top 5

2.0%MBGLnot top 5

1.9%ROPnot top 5

Held in common14.6%

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

FXL vs IVV Returns, Every Period

First TrustFXL

+8.5%

5 years, per year

IVViShares

+11.4%

5 years, per year

FXLIVVFaded: behind in that period

3–1FXL wins

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

Sector vs Core: FXL vs IVV

YTD

First TrustFXL

+17.2%

IVViShares

+8.7%

+17.2%Year to date+8.7%

−15.3%Worst drop · 1Y−8.9%

27.8%Volatility · 1Y13.6%

0.0%Yield1.1%

$2.5BAssets$853B

3–1IVV wins

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

Cost, Income and Risk

Fees: FXL, IVV, VOO

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VOO0.03%$3

FXL0.60%$60

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

Yields: FXL, IVV, VOO

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

VOO1.10%$110

FXL0.00%$0

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VOO$110 − $3 = $107

FXL$0 − $60 = −$60

KeptFee

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

Overlap: FXL, IVV, VOO

Today

92.2%most shared, IVV and VOO

FXLIVVVOO

FXL—14.6%15.7%

IVV14.6%—92.2%

VOO15.7%92.2%—

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

Return vs Bumpiness: 3 ETFs

+14.5%FXL, at 27.8% volatility

VOOWorst drop−8.9%13.5% vol

IVVWorst drop−8.9%13.6% vol

FXLWorst drop−15.3%27.8% vol

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

Paid More vs Made More

YTD

IVVFXL

+8.7%Year to date+17.2%

1.1%Yield0.0%

+9.8%Past year+14.5%

0.03%Fee0.60%

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026