Compare · 3 funds side by side · dividends reinvested

IVV, FCVT and SPY

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

02 / 04

IVV, FCVT and SPY, 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

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$805B1.9

First Trust SSI Strategic Convertible Securities ETFBonds & Cash · Other bonds0.95%1.29%−0.8%−1.8%+14.8%+1.7%−22.3%21.1%$78M2.8

Rank among the three1st → 3rdFee, 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 · FCVT 2015 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

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

IVV

FCVT

First Trust SSI Strategic Convertible Securities ETF · $78M$10,869

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

IVVMeasureFCVT

+8.4%Year to dateJan 1 → Nov 5−0.8%

+9.7%1 yearTotal return−1.8%

+22.1%3 years · per year$10,000 became $18,221 · $15,114+14.8%

+11.4%5 years · per year$10,000 became $17,151 · $10,869+1.7%

0.03%Expense ratio$3 · $95 a year on $10k · lower is better0.95%

1.14%Trailing 12-mo yield$114 · $129 a year on $10k1.29%

−8.9%Worst dropSmaller is better−22.3%

13.6%VolatilityLower is calmer21.1%

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

7–1IVV 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 FCVT: Top 5 Holdings

Today

IVV

27.7%in top 5

FCVT

in top 58.7%

IVVStockFCVT

7.7%AAPLnot top 5

7.3%NVDAnot top 5

6.2%MSFTnot top 5

3.9%AMZNnot top 5

not top 5GOOGM3.8%

2.6%GOOGLnot top 5

not top 5METAM1.5%

not top 5WFC-PL1.1%

not top 5SMCIP1.1%

not top 5MCHPP1.1%

Held in common0.1%

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

IVV vs FCVT Returns, Every Period

iSharesIVV

+11.4%

5 years, per year

FCVTFirst Trust

+1.7%

5 years, per year

IVVFCVTFaded: behind in that period

4–0IVV wins

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

Core vs Bonds: IVV vs FCVT

YTD

iSharesIVV

+8.4%

FCVTFirst Trust

−0.8%

+8.4%Year to date−0.8%

−8.9%Worst drop · 1Y−22.3%

13.6%Volatility · 1Y21.1%

1.1%Yield1.3%

$887BAssets$78.0M

3–1IVV wins

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

Cost, Income and Risk

Fees: IVV, FCVT, SPY

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

FCVT0.95%$95

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

Yields: IVV, FCVT, SPY

1.29%highest, FCVT

FundTrailing yieldYield$10k

FCVT1.29%$129

IVV1.14%$114

SPY1.03%$103

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

SPY$103 − $9 = $94

FCVT$129 − $95 = $34

KeptFee

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

Overlap: IVV, FCVT, SPY

Today

99.9%most shared, IVV and SPY

IVVFCVTSPY

IVV—0.1%99.9%

FCVT0.1%—0.1%

SPY99.9%0.1%—

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

Return vs Bumpiness: 3 ETFs

+9.7%IVV, at 13.6% volatility

SPYWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

FCVTWorst drop−22.3%21.1% vol

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

Paid More vs Made More

YTD

FCVTIVV

−0.8%Year to date+8.4%

1.3%Yield1.1%

−1.8%Past year+9.7%

0.95%Fee0.03%

3–1IVV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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