Compare · 3 funds side by side · dividends reinvested

FXR, SPY and IVV

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,530IVV · best of the three

Story of the three · IncomeMost incomeIVV · 1.10% · $110 a year on $10k

Story of the three · RiskSmallest drop

FXR, 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%1.10%+12.3%+12.7%+21.9%+11.9%−8.9%13.7%$883B1.5

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.00%+12.3%+12.7%+21.8%+11.8%−8.9%13.7%$793B2.0

First Trust Industrials/Producer Durables AlphaDEX FundSectors · Industrials0.60%0.74%+13.0%+17.3%+17.7%+8.7%−13.7%19.7%$727M2.5

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

End-of-day Nov 11, 2026 · returns include dividends · since: FXR 2007 · SPY 1993 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

First Trust Industrials/Producer Durables AlphaDEX Fund · $727M$15,176

FXR

SPY

State Street SPDR S&P 500 ETF · $793B$17,481

$10,000 five years ago, dividends reinvested · they hold 7.8% in common

FXRMeasure

More Ways to See the Pairs

FXR vs SPY: Top 5 Holdings

Today

FXR

6.9%in top 5

SPY

in top 526.9%

FXRStockSPY

not top 5AAPL7.8%

not top 5NVDA6.3%

not top 5MSFT6.1%

not top 5AMZN4.1%

not top 5GOOGL2.6%

Cost, Income and Risk

Fees: FXR, SPY, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

FXR0.60%$60

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: FXR, SPY, IVV

1Y

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 11, 2026

VOO vs IVV

YTD

VanguardVOO

+12.3%

IVViShares

+12.3%

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

SPY

+13.0%Year to dateJan 1 → Nov 11+12.3%

+17.3%1 yearTotal return+12.7%

+17.7%3 years · per year$10,000 became $16,306 · $18,083+21.8%

+8.7%5 years · per year$10,000 became $15,176 · $17,481+11.8%

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

0.74%Trailing 12-mo yield$74 · $100 a year on $10k1.00%

−13.7%Worst dropSmaller is better−8.9%

19.7%VolatilityLower is calmer13.7%

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

2–6SPY wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

1.6%ADTnot top 5

1.4%FISVnot top 5

1.3%TRUnot top 5

1.3%Gnot top 5

1.3%PNRnot top 5

Held in common7.8%

End-of-day Nov 11, 2026 · share of each fund

FXR vs SPY Returns, Every Period

5Y

First TrustFXR

+8.7%

5 years, per year

SPYSPDR

+11.8%

5 years, per year

FXRSPYFaded: behind in that period

2–2Level

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Sector vs Core: FXR vs IVV

YTD

First TrustFXR

+13.0%

IVViShares

+12.3%

+13.0%Year to date+12.3%

−13.7%Worst drop · 1Y−8.9%

19.7%Volatility · 1Y13.7%

0.7%Yield1.1%

$727MAssets$883B

3–1IVV wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1.10%highest, IVV

FundTrailing yieldYield$10k

IVV1.10%$110

SPY1.00%$100

FXR0.74%$74

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$107most kept, IVV

IVV$110 − $3 = $107

SPY$100 − $9 = $91

FXR$74 − $60 = $14

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: FXR, SPY, IVV

Today

99.9%most shared, SPY and IVV

FXRSPYIVV

FXR—7.8%7.8%

SPY7.8%—99.9%

IVV7.8%99.9%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+17.3%FXR, at 19.7% volatility

SPYWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.7% vol

FXRWorst drop−13.7%19.7% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

IVVFXR

+12.3%Year to date+13.0%

1.1%Yield0.7%

+12.7%Past year+17.3%

0.03%Fee0.60%

2–2level

End-of-day Nov 11, 2026

Year to date

+12.3%

1.1%Yield1.1%

$1.00TAssets$883B

0–0level

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

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FXR, SPY and IVV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three