Compare · 3 funds side by side · dividends reinvested

IVV, FEX and SPY

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,398IVV · best of the three

Story of the three · IncomeMost incomeIVV · 1.10% · $110 a year on $10k

Story of the three · RiskSmallest drop

IVV, FEX and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+12.0%+12.2%+21.7%+11.7%−8.9%13.7%$879B1.8

First Trust Large Cap Core AlphaDEX FundUS Stock Styles · Large cap0.57%1.00%+16.7%+18.2%+20.5%+9.9%−6.6%13.5%$1.6B1.9

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.00%+11.9%+12.0%+21.6%+11.6%−8.9%13.7%$806B2.4

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

End-of-day Nov 12, 2026 · returns include dividends · since: IVV 2000 · FEX 2007 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

5Y

First Trust Large Cap Core AlphaDEX Fund · $1.6B$16,011

FEX

IVV

iShares Core S&P 500 ETF · $879B$17,398

$10,000 five years ago, dividends reinvested · they hold 33.1% in common

FEXMeasure

More Ways to See the Pairs

FEX vs IVV: Top 5 Holdings

Today

FEX

2.8%in top 5

IVV

in top 526.8%

FEXStockIVV

not top 5AAPL7.9%

not top 5NVDA6.4%

not top 5MSFT5.9%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Cost, Income and Risk

Fees: IVV, FEX, SPY

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

FEX0.57%$57

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: IVV, FEX, SPY

1Y

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

+12.0%Year to date+11.9%

1.0%Yield1.0%

$186BAssets$806B

1–0SPYM wins

End-of-day Nov 12, 2026

VOO vs IVV

YTD

VanguardVOO

+11.9%

IVViShares

+12.0%

+11.9%

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

IVV

+16.7%Year to dateJan 1 → Nov 12+12.0%

+18.2%1 yearTotal return+12.2%

+20.5%3 years · per year$10,000 became $17,504 · $18,019+21.7%

+9.9%5 years · per year$10,000 became $16,011 · $17,398+11.7%

0.57%Expense ratio$57 · $3 a year on $10k · lower is better0.03%

1.00%Trailing 12-mo yield$100 · $110 a year on $10k1.10%

−6.6%Worst dropSmaller is better−8.9%

13.5%VolatilityLower is calmer13.7%

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

4–4Level

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.6%FISVnot top 5

0.6%PTCnot top 5

0.6%ROPnot top 5

0.5%STZnot top 5

0.5%SNnot top 5

Held in common33.1%

End-of-day Nov 12, 2026 · share of each fund

FEX vs IVV Returns, Every Period

5Y

First TrustFEX

+9.9%

5 years, per year

IVViShares

+11.7%

5 years, per year

FEXIVVFaded: behind in that period

2–2Level

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Stocks vs Core: FEX vs IVV

YTD

First TrustFEX

+16.7%

IVViShares

+12.0%

+16.7%Year to date+12.0%

−6.6%Worst drop · 1Y−8.9%

13.5%Volatility · 1Y13.7%

1.0%Yield1.1%

$1.6BAssets$879B

3–1FEX wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1.10%highest, IVV

FundTrailing yieldYield$10k

IVV1.10%$110

FEX1.00%$100

SPY1.00%$100

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

Income After Fees on $10,000

1Y

$107most kept, IVV

IVV$110 − $3 = $107

SPY$100 − $9 = $91

FEX$100 − $57 = $43

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: IVV, FEX, SPY

Today

99.9%most shared, IVV and SPY

IVVFEXSPY

IVV—33.1%99.9%

FEX33.1%—33.1%

SPY99.9%33.1%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+18.2%FEX, at 13.5% volatility

FEXWorst drop−6.6%13.5% vol

SPYWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.7% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

IVVFEX

+12.0%Year to date+16.7%

1.1%Yield1.0%

+12.2%Past year+18.2%

0.03%Fee0.57%

2–2level

End-of-day Nov 12, 2026

Year to date

+12.0%

1.1%Yield1.1%

$1.00TAssets$879B

1–0IVV wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

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IVV, FEX and SPY

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three