Compare · 3 funds side by side · dividends reinvested

IVV, FDM and VOO

IVViShares×FDMFirst Trust×VOOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,118IVV · best of the three

02 / 04

IVV, FDM and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.09%+13.4%+13.5%+24.2%+12.6%−8.9%12.9%$887B1.5

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.05%+13.4%+13.5%+24.2%+12.6%−8.9%12.8%$1.00T2.1

First Trust Dow Jones Select MicroCap Index FundUnsorted0.65%1.47%+18.1%+27.3%+23.2%+10.6%−9.3%16.9%$268M2.3

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

End-of-day Nov 4, 2026 · returns include dividends · since: IVV 2000 · FDM 2005 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $887B$18,118

IVV

FDM

First Trust Dow Jones Select MicroCap Index Fund · $268M$16,570

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

IVVMeasureFDM

+13.4%Year to dateJan 1 → Nov 4+18.1%

+13.5%1 yearTotal return+27.3%

+24.2%3 years · per year$10,000 became $19,178 · $18,722+23.2%

+12.6%5 years · per year$10,000 became $18,118 · $16,570+10.6%

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

1.09%Trailing 12-mo yield$109 · $147 a year on $10k1.47%

−8.9%Worst dropSmaller is better−9.3%

12.9%VolatilityLower is calmer16.9%

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

5–3IVV wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IVV vs FDM: Top 5 Holdings

Today

IVV

27.3%in top 5

FDM

in top 58.3%

IVVStockFDM

7.7%NVDAnot top 5

7.4%AAPLnot top 5

5.9%MSFTnot top 5

3.8%AMZNnot top 5

2.5%GOOGLnot top 5

not top 5PD2.1%

not top 5QNST1.6%

not top 5APOG1.6%

not top 5SMP1.5%

not top 5RIGL1.5%

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

IVV vs FDM Returns, Every Period

iSharesIVV

+12.6%

5 years, per year

FDMFirst Trust

+10.6%

5 years, per year

IVVFDMFaded: behind in that period

2–2Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Core vs Unsorted: IVV vs FDM

YTD

iSharesIVV

+13.4%

FDMFirst Trust

+18.1%

+13.4%Year to date+18.1%

−8.9%Worst drop · 1Y−9.3%

12.9%Volatility · 1Y16.9%

1.1%Yield1.5%

$887BAssets$268M

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IVV, FDM, VOO

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VOO0.03%$3

FDM0.65%$65

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: IVV, FDM, VOO

1.47%highest, FDM

FundTrailing yieldYield$10k

FDM1.47%$147

IVV1.09%$109

VOO1.05%$105

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$106most kept, IVV

IVV$109 − $3 = $106

VOO$105 − $3 = $102

FDM$147 − $65 = $82

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: IVV, FDM, VOO

Today

94.5%most shared, IVV and VOO

IVVFDMVOO

IVV—0.0%94.5%

FDM0.0%—0.0%

VOO94.5%0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+27.3%FDM, at 16.9% volatility

VOOWorst drop−8.9%12.8% vol

IVVWorst drop−8.9%12.9% vol

FDMWorst drop−9.3%16.9% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

FDMIVV

+18.1%Year to date+13.4%

1.5%Yield1.1%

+27.3%Past year+13.5%

0.65%Fee0.03%

3–1FDM wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026