Compare · 2 funds side by side · dividends reinvested

IVV and FDL

IVViShares×FDLFirst Trust×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$19,777FDL · best of the two

02 / 04

IVV and FDL, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Morningstar Dividend Leaders Index FundIncome · Dividend stocks0.43%3.64%+23.5%+30.6%+23.5%+14.6%−7.2%12.7%$8.6B1.1

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%$850B1.9

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 · FDL 2006

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $850B$17,177

IVV

FDL

First Trust Morningstar Dividend Leaders Index Fund · $8.6B$19,777

$10,000 five years ago, dividends reinvested · they hold 5.9% in common

IVVMeasureFDL

+8.7%Year to dateJan 1 → Nov 6+23.5%

+9.8%1 yearTotal return+30.6%

+21.8%3 years · per year$10,000 became $18,084 · $18,840+23.5%

+11.4%5 years · per year$10,000 became $17,177 · $19,777+14.6%

0.03%Expense ratio$3 · $43 a year on $10k · lower is better0.43%

1.14%Trailing 12-mo yield$114 · $364 a year on $10k3.64%

−8.9%Worst dropSmaller is better−7.2%

13.6%VolatilityLower is calmer12.7%

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

1–7FDL 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 FDL: Top 5 Holdings

Today

IVV

27.8%in top 5

FDL

in top 533.1%

IVVStockFDL

not top 5CVX8.4%

7.9%AAPLnot top 5

6.9%NVDAnot top 5

not top 5VZ6.7%

not top 5PFE6.4%

not top 5PM6.3%

6.3%MSFTnot top 5

not top 5PEP5.2%

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

Held in common5.9%

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

IVV vs FDL Returns, Every Period

iSharesIVV

+11.4%

5 years, per year

FDLFirst Trust

+14.6%

5 years, per year

IVVFDLFaded: behind in that period

0–4FDL wins

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

Core vs Income: IVV vs FDL

YTD

iSharesIVV

+8.7%

FDLFirst Trust

+23.5%

+8.7%Year to date+23.5%

−8.9%Worst drop · 1Y−7.2%

13.6%Volatility · 1Y12.7%

1.1%Yield3.6%

$850BAssets$8.6B

4–0FDL wins

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

Cost, Income and Risk

Fees: IVV, FDL

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

FDL0.43%$43

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

Yields: IVV, FDL

3.64%highest, FDL

FundTrailing yieldYield$10k

FDL3.64%$364

IVV1.14%$114

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

Income After Fees on $10,000

$321most kept, FDL

FDL$364 − $43 = $321

IVV$114 − $3 = $111

KeptFee

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

Overlap: IVV, FDL

Today

5.9%most shared, IVV and FDL

IVVFDL

IVV—5.9%

FDL5.9%—

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

Return vs Bumpiness: 2 ETFs

+30.6%FDL, at 12.7% volatility

FDLWorst drop−7.2%12.7% vol

IVVWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

FDLIVV

+23.5%Year to date+8.7%

3.6%Yield1.1%

+30.6%Past year+9.8%

0.43%Fee0.03%

3–1FDL 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%

$182BAssets$819B

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$850B

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