Compare · 2 funds side by side · dividends reinvested

FXZ and IVV

FXZFirst Trust×IVViShares×

Versus in desk

02 / 04

IWD+0.4%

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Portfolio

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

Story of the two · IncomeMost incomeFXZ · 1.34% · $134 a year on $10k

Story of the two · RiskSmallest drop

FXZ 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%$883B1.4

First Trust Materials AlphaDEX FundSectors · Materials0.64%1.34%+19.7%+29.2%+9.8%+6.4%−15.2%23.5%$359M1.6

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

Head to Head

Swap sides Versus in desk

Head to Head

5Y

First Trust Materials AlphaDEX Fund · $359M$13,626

FXZ

IVV

iShares Core S&P 500 ETF · $883B$17,530

$10,000 five years ago, dividends reinvested · they hold 1.3% in common

FXZMeasureIVV

+19.7%

More Ways to See the Pairs

FXZ vs IVV: Top 5 Holdings

Today

FXZ

24.9%in top 5

IVV

in top 526.9%

FXZStockIVV

not top 5AAPL7.8%

not top 5NVDA6.3%

not top 5MSFT6.1%

5.1%STLDnot top 5

5.1%CFnot top 5

Cost, Income and Risk

Fees: FXZ, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

FXZ0.64%$64

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

Yields: FXZ, IVV

1Y

1.34%highest, FXZ

FundTrailing yieldYield

Popular Pairs Near These Two

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%

Year to dateJan 1 → Nov 11

+12.3%

+29.2%1 yearTotal return+12.7%

+9.8%3 years · per year$10,000 became $13,228 · $18,122+21.9%

+6.4%5 years · per year$10,000 became $13,626 · $17,530+11.9%

0.64%Expense ratio$64 · $3 a year on $10k · lower is better0.03%

1.34%Trailing 12-mo yield$134 · $110 a year on $10k1.10%

−15.2%Worst dropSmaller is better−8.9%

23.5%VolatilityLower is calmer13.7%

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

3–5IVV wins

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

5.0%NEMnot top 5

4.9%AUGOnot top 5

4.8%AUnot top 5

not top 5AMZN4.1%

not top 5GOOGL2.6%

Held in common1.3%

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

FXZ vs IVV Returns, Every Period

5Y

First TrustFXZ

+6.4%

5 years, per year

IVViShares

+11.9%

5 years, per year

FXZIVVFaded: behind in that period

2–2Level

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

Sector vs Core: FXZ vs IVV

YTD

First TrustFXZ

+19.7%

IVViShares

+12.3%

+19.7%Year to date+12.3%

−15.2%Worst drop · 1Y−8.9%

23.5%Volatility · 1Y13.7%

1.3%Yield1.1%

$359MAssets$883B

2–2level

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

$10k

FXZ1.34%$134

IVV1.10%$110

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

Income After Fees on $10,000

1Y

$107most kept, IVV

IVV$110 − $3 = $107

FXZ$134 − $64 = $70

KeptFee

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

Overlap: FXZ, IVV

Today

1.3%most shared, FXZ and IVV

FXZIVV

FXZ—1.3%

IVV1.3%—

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

Return vs Bumpiness: 2 ETFs

1Y

+29.2%FXZ, at 23.5% volatility

IVVWorst drop−8.9%13.7% vol

FXZWorst drop−15.2%23.5% vol

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

Paid More vs Made More

YTD

FXZIVV

+19.7%Year to date+12.3%

1.3%Yield1.1%

+29.2%Past year+12.7%

0.64%Fee0.03%

3–1FXZ wins

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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FXZ and IVV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two