Compare · 2 funds side by side · dividends reinvested

FXU and IVV

FXUFirst Trust×IVViShares×

Versus in desk

02 / 04

IWD+0.0%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,686FXU · best of the two

Story of the two · IncomeMost incomeFXU · 2.31% · $231 a year on $10k

Story of the two · RiskSmallest drop

FXU 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

First Trust Utilities AlphaDEX FundSectors · Utilities0.61%2.31%+9.8%+6.7%+20.5%+12.1%−14.0%14.3%$759M1.8

Rank among the two1st → 2ndFee, 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: FXU 2007 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

First Trust Utilities AlphaDEX Fund · $759M$17,686

FXU

IVV

iShares Core S&P 500 ETF · $872B$17,414

$10,000 five years ago, dividends reinvested · they hold 2.2% in common

FXUMeasureIVV

+9.8%

More Ways to See the Pairs

FXU vs IVV: Top 5 Holdings

Today

FXU

21.2%in top 5

IVV

in top 527.3%

FXUStockIVV

not top 5AAPL7.9%

not top 5NVDA6.6%

not top 5MSFT6.2%

4.4%EDnot top 5

4.3%EXCnot top 5

Cost, Income and Risk

Fees: FXU, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

FXU0.61%$61

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

Yields: FXU, IVV

1Y

2.31%highest, FXU

FundTrailing yieldYield

Popular Pairs Near These Two

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%

Year to date

Jan 1 → Nov 10

+10.9%

+6.7%1 yearTotal return+13.0%

+20.5%3 years · per year$10,000 became $17,488 · $17,934+21.5%

+12.1%5 years · per year$10,000 became $17,686 · $17,414+11.7%

0.61%Expense ratio$61 · $3 a year on $10k · lower is better0.03%

2.31%Trailing 12-mo yield$231 · $111 a year on $10k1.11%

−14.0%Worst dropSmaller is better−8.9%

14.3%VolatilityLower is calmer13.8%

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

2–6IVV wins

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

4.2%DUKnot top 5

4.2%EIXnot top 5

4.1%ESnot top 5

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common2.2%

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

FXU vs IVV Returns, Every Period

5Y

First TrustFXU

+12.1%

5 years, per year

IVViShares

+11.7%

5 years, per year

FXUIVVFaded: behind in that period

1–3IVV wins

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

Sector vs Core: FXU vs IVV

YTD

First TrustFXU

+9.8%

IVViShares

+10.9%

+9.8%Year to date+10.9%

−14.0%Worst drop · 1Y−8.9%

14.3%Volatility · 1Y13.8%

2.3%Yield1.1%

$759MAssets$872B

3–1IVV wins

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

$10k

FXU2.31%$231

IVV1.11%$111

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

Income After Fees on $10,000

1Y

$170most kept, FXU

FXU$231 − $61 = $170

IVV$111 − $3 = $108

KeptFee

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

Overlap: FXU, IVV

Today

2.2%most shared, FXU and IVV

FXUIVV

FXU—2.2%

IVV2.2%—

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

Return vs Bumpiness: 2 ETFs

1Y

+13.0%IVV, at 13.8% volatility

IVVWorst drop−8.9%13.8% vol

FXUWorst drop−14.0%14.3% vol

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

Paid More vs Made More

YTD

FXUIVV

+9.8%Year to date+10.9%

2.3%Yield1.1%

+6.7%Past year+13.0%

0.61%Fee0.03%

3–1IVV 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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FXU and IVV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two