Compare · 2 funds side by side · dividends reinvested

IVV and FCTR

IVViShares×FCTRFirst Trust×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,177IVV · best of the two

02 / 04

IVV and FCTR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B1.0

First Trust Lunt U.S. Factor Rotation ETFUS Stock Styles · Large cap0.65%0.65%−10.5%−10.7%+11.9%−1.4%−22.9%21.0%$45M2.0

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

End-of-day Nov 6, 2026 · returns include dividends · since: IVV 2000 · FCTR 2018

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $853B$17,177

IVV

FCTR

First Trust Lunt U.S. Factor Rotation ETF · $45M$9,336

$10,000 five years ago, dividends reinvested · they hold 21.2% in common

IVVMeasureFCTR

+8.7%Year to dateJan 1 → Nov 6−10.5%

+9.8%1 yearTotal return−10.7%

+21.8%3 years · per year$10,000 became $18,084 · $14,020+11.9%

+11.4%5 years · per year$10,000 became $17,177 · $9,336−1.4%

0.03%Expense ratio$3 · $65 a year on $10k · lower is better0.65%

1.14%Trailing 12-mo yield$114 · $65 a year on $10k0.65%

−8.9%Worst dropSmaller is better−22.9%

13.6%VolatilityLower is calmer21.0%

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

8–0IVV wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IVV vs FCTR: Top 5 Holdings

Today

IVV

27.8%in top 5

FCTR

in top 57.5%

IVVStockFCTR

7.9%AAPLnot top 5

6.9%NVDAnot top 5

6.3%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

not top 5CHTR1.9%

not top 5INTU1.7%

not top 5FISV1.5%

not top 5V1.2%

not top 5VLTO1.2%

Held in common21.2%

End-of-day Nov 6, 2026 · share of each fund

IVV vs FCTR Returns, Every Period

iSharesIVV

+11.4%

5 years, per year

FCTRFirst Trust

−1.4%

5 years, per year

IVVFCTRFaded: behind in that period

4–0IVV wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Core vs Stocks: IVV vs FCTR

YTD

iSharesIVV

+8.7%

FCTRFirst Trust

−10.5%

+8.7%Year to date−10.5%

−8.9%Worst drop · 1Y−22.9%

13.6%Volatility · 1Y21.0%

1.1%Yield0.7%

$853BAssets$44.5M

4–0IVV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IVV, FCTR

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

FCTR0.65%$65

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: IVV, FCTR

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

FCTR0.65%$65

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

FCTR$65 − $65 = $0

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: IVV, FCTR

Today

21.2%most shared, IVV and FCTR

IVVFCTR

IVV—21.2%

FCTR21.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.8%IVV, at 13.6% volatility

IVVWorst drop−8.9%13.6% vol

FCTRWorst drop−22.9%21.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IVVFCTR

+8.7%Year to date−10.5%

1.1%Yield0.7%

+9.8%Past year−10.7%

0.03%Fee0.65%

4–0IVV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026