Compare · 2 funds side by side · dividends reinvested

IVV and AFDM

IVViShares×AFDMFirst Trust×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,151IVV · best of the two

02 / 04

IVV and AFDM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$887B1.4

First Trust Active Factor International ETFInternational · Ex-US broad0.80%3.52%+12.1%+18.3%+22.0%+8.2%−10.2%15.3%$147M1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: IVV 2000 · AFDM 2016

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $887B$17,151

IVV

AFDM

First Trust Active Factor International ETF · $147M$14,856

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

IVVMeasureAFDM

+8.4%Year to dateJan 1 → Nov 5+12.1%

+9.7%1 yearTotal return+18.3%

+22.1%3 years · per year$10,000 became $18,221 · $18,162+22.0%

+11.4%5 years · per year$10,000 became $17,151 · $14,856+8.2%

0.03%Expense ratio$3 · $80 a year on $10k · lower is better0.80%

1.14%Trailing 12-mo yield$114 · $352 a year on $10k3.52%

−8.9%Worst dropSmaller is better−10.2%

13.6%VolatilityLower is calmer15.3%

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

5–3IVV wins

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

More Ways to See the Pairs

IVV vs AFDM: Top 5 Holdings

Today

IVV

27.7%in top 5

AFDM

in top 58.5%

IVVStockAFDM

7.7%AAPLnot top 5

7.3%NVDAnot top 5

6.2%MSFTnot top 5

3.9%AMZNnot top 5

2.6%GOOGLnot top 5

not top 56098.T1.8%

not top 5ASML.AS1.8%

not top 56857.T1.8%

not top 5BARC.L1.6%

not top 5BNP.PA1.5%

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

IVV vs AFDM Returns, Every Period

iSharesIVV

+11.4%

5 years, per year

AFDMFirst Trust

+8.2%

5 years, per year

IVVAFDMFaded: behind in that period

2–2Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Core vs International: IVV vs AFDM

YTD

iSharesIVV

+8.4%

AFDMFirst Trust

+12.1%

+8.4%Year to date+12.1%

−8.9%Worst drop · 1Y−10.2%

13.6%Volatility · 1Y15.3%

1.1%Yield3.5%

$887BAssets$147M

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IVV, AFDM

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

AFDM0.80%$80

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: IVV, AFDM

3.52%highest, AFDM

FundTrailing yieldYield$10k

AFDM3.52%$352

IVV1.14%$114

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$272most kept, AFDM

AFDM$352 − $80 = $272

IVV$114 − $3 = $111

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: IVV, AFDM

Today

0.0%most shared, IVV and AFDM

IVVAFDM

IVV—0.0%

AFDM0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+18.3%AFDM, at 15.3% volatility

IVVWorst drop−8.9%13.6% vol

AFDMWorst drop−10.2%15.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

AFDMIVV

+12.1%Year to date+8.4%

3.5%Yield1.1%

+18.3%Past year+9.7%

0.80%Fee0.03%

3–1AFDM wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026