Compare · 3 funds side by side · dividends reinvested

FXZ, VOO and IVV

FXZFirst Trust×VOOVanguard×IVViShares×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,533VOO · best of the three

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

Story of the three · RiskSmallest drop

FXZ, VOO and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.06%+12.3%+12.8%+21.9%+11.9%−8.9%13.7%$1.00T1.8

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%$883B1.9

First Trust Materials AlphaDEX FundSectors · Materials0.64%1.34%+19.7%+29.2%+9.8%+6.4%−15.2%23.5%$359M2.3

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

End-of-day Nov 11, 2026 · returns include dividends · since: FXZ 2007 · VOO 2010 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

FXZ

VOO

Vanguard S&P 500 ETF · $1.00T$17,533

$10,000 five years ago, dividends reinvested · they hold 1.2% in common

FXZMeasure

More Ways to See the Pairs

FXZ vs VOO: Top 5 Holdings

Today

FXZ

24.9%in top 5

VOO

in top 528.3%

FXZStockVOO

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

5.1%STLDnot top 5

5.1%CFnot top 5

Cost, Income and Risk

Fees: FXZ, VOO, IVV

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IVV0.03%$3

FXZ0.64%$64

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

Yields: FXZ, VOO, IVV

1Y

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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

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

VOO

+19.7%Year to dateJan 1 → Nov 11+12.3%

+29.2%1 yearTotal return+12.8%

+9.8%3 years · per year$10,000 became $13,228 · $18,126+21.9%

+6.4%5 years · per year$10,000 became $13,626 · $17,533+11.9%

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

1.34%Trailing 12-mo yield$134 · $106 a year on $10k1.06%

−15.2%Worst dropSmaller is better−8.9%

23.5%VolatilityLower is calmer13.7%

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

3–5VOO 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 5AMZN3.7%

not top 5GOOGL3.1%

Held in common1.2%

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

FXZ vs VOO Returns, Every Period

5Y

First TrustFXZ

+6.4%

5 years, per year

VOOVanguard

+11.9%

5 years, per year

FXZVOOFaded: 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

1.34%highest, FXZ

FundTrailing yieldYield$10k

FXZ1.34%$134

IVV1.10%$110

VOO1.06%$106

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

Income After Fees on $10,000

1Y

$107most kept, IVV

IVV$110 − $3 = $107

VOO$106 − $3 = $103

FXZ$134 − $64 = $70

KeptFee

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

Overlap: FXZ, VOO, IVV

Today

92.7%most shared, VOO and IVV

FXZVOOIVV

FXZ—1.2%1.3%

VOO1.2%—92.7%

IVV1.3%92.7%—

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

Return vs Bumpiness: 3 ETFs

1Y

+29.2%FXZ, at 23.5% volatility

VOOWorst drop−8.9%13.7% vol

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

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

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FXZ, VOO and IVV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three