Compare · 3 funds side by side · dividends reinvested

IVV, FDM and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,545IVV · best of the three

02 / 04

IVV, FDM and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$875B1.6

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.2%+13.5%+21.9%+11.8%−8.9%13.7%$778B2.1

First Trust Dow Jones Select MicroCap Index FundUnsorted0.65%1.50%+15.3%+24.3%+21.4%+9.2%−9.3%17.2%$264M2.3

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

End-of-day Nov 9, 2026 · returns include dividends · since: IVV 2000 · FDM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Dow Jones Select MicroCap Index Fund · $264M$15,503

FDM

SPY

State Street SPDR S&P 500 ETF · $778B$17,493

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

FDMMeasureSPY

+15.3%Year to dateJan 1 → Nov 9+11.2%

+24.3%1 yearTotal return+13.5%

+21.4%3 years · per year$10,000 became $17,896 · $18,118+21.9%

+9.2%5 years · per year$10,000 became $15,503 · $17,493+11.8%

0.65%Expense ratio$65 · $9 a year on $10k · lower is better0.09%

1.50%Trailing 12-mo yield$150 · $101 a year on $10k1.01%

−9.3%Worst dropSmaller is better−8.9%

17.2%VolatilityLower is calmer13.7%

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

3–5SPY wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FDM vs SPY: Top 5 Holdings

Today

FDM

8.4%in top 5

SPY

in top 527.8%

FDMStockSPY

not top 5AAPL7.9%

not top 5NVDA7.1%

not top 5MSFT6.2%

not top 5AMZN4.0%

not top 5GOOGL2.6%

2.0%PDnot top 5

1.8%QNSTnot top 5

1.6%APOGnot top 5

1.6%SMPnot top 5

1.4%ORRFnot top 5

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

FDM vs SPY Returns, Every Period

First TrustFDM

+9.2%

5 years, per year

SPYSPDR

+11.8%

5 years, per year

FDMSPYFaded: behind in that period

2–2Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Unsorted vs Core: FDM vs IVV

YTD

First TrustFDM

+15.3%

IVViShares

+11.3%

+15.3%Year to date+11.3%

−9.3%Worst drop · 1Y−8.9%

17.2%Volatility · 1Y13.8%

1.5%Yield1.1%

$264MAssets$875B

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IVV, FDM, SPY

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

FDM0.65%$65

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: IVV, FDM, SPY

1.50%highest, FDM

FundTrailing yieldYield$10k

FDM1.50%$150

IVV1.11%$111

SPY1.01%$101

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

SPY$101 − $9 = $92

FDM$150 − $65 = $85

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: IVV, FDM, SPY

Today

99.9%most shared, IVV and SPY

IVVFDMSPY

IVV—0.0%99.9%

FDM0.0%—0.0%

SPY99.9%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+24.3%FDM, at 17.2% volatility

SPYWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

FDMWorst drop−9.3%17.2% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

FDMIVV

+15.3%Year to date+11.3%

1.5%Yield1.1%

+24.3%Past year+13.6%

0.65%Fee0.03%

3–1FDM wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026