Compare · 3 funds side by side · dividends reinvested

IVV, FGD and SPYM

02 / 04

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,649FGD · best of the three

Story of the three · IncomeMost incomeFGD · 5.65% · $565 a year on $10k

Story of the three · RiskSmallest drop

IVV, FGD and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Dow Jones Global Select Dividend Index FundIncome · Dividend stocks0.55%5.65%+16.2%+19.5%+25.6%+12.0%−9.8%12.9%$1.6B1.5

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.5%+11.6%+21.5%+11.5%−8.9%13.8%$875B2.3

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.03%+11.5%+11.6%+21.5%+11.6%−8.9%13.7%$186B2.3

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

End-of-day Nov 13, 2026 · returns include dividends · since: IVV 2000 · FGD 2007 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

5Y

First Trust Dow Jones Global Select Dividend Index Fund · $1.6B$17,649

FGD

IVV

iShares Core S&P 500 ETF · $875B$17,265

$10,000 five years ago, dividends reinvested · they hold 0.9% in common

FGDMeasure

More Ways to See the Pairs

FGD vs IVV: Top 5 Holdings

Today

FGD

10.1%in top 5

IVV

in top 526.8%

FGDStockIVV

not top 5AAPL7.9%

not top 5NVDA6.4%

not top 5MSFT5.9%

not top 5AMZN4.0%

2.7%RHInot top 5

Cost, Income and Risk

Fees: IVV, FGD, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

FGD0.55%$55

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: IVV, FGD, SPYM

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.5%

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

IVV

+16.2%Year to dateJan 1 → Nov 13+11.5%

+19.5%1 yearTotal return+11.6%

+25.6%3 years · per year$10,000 became $19,795 · $17,931+21.5%

+12.0%5 years · per year$10,000 became $17,649 · $17,265+11.5%

0.55%Expense ratio$55 · $3 a year on $10k · lower is better0.03%

5.65%Trailing 12-mo yield$565 · $111 a year on $10k1.11%

−9.8%Worst dropSmaller is better−8.9%

12.9%VolatilityLower is calmer13.8%

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

6–2FGD wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5GOOGL2.6%

2.1%BME.Lnot top 5

1.9%017800.Knot top 5

1.7%OMV.VInot top 5

1.6%HPQnot top 5

Held in common0.9%

End-of-day Nov 13, 2026 · share of each fund

FGD vs IVV Returns, Every Period

5Y

First TrustFGD

+12.0%

5 years, per year

IVViShares

+11.5%

5 years, per year

FGDIVVFaded: behind in that period

4–0FGD wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Income vs Core: FGD vs IVV

YTD

First TrustFGD

+16.2%

IVViShares

+11.5%

+16.2%Year to date+11.5%

−9.8%Worst drop · 1Y−8.9%

12.9%Volatility · 1Y13.8%

5.7%Yield1.1%

$1.6BAssets$875B

3–1FGD wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

5.65%highest, FGD

FundTrailing yieldYield$10k

FGD5.65%$565

IVV1.11%$111

SPYM1.03%$103

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$510most kept, FGD

FGD$565 − $55 = $510

IVV$111 − $3 = $108

SPYM$103 − $2 = $101

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: IVV, FGD, SPYM

Today

99.9%most shared, IVV and SPYM

IVVFGDSPYM

IVV—0.9%99.9%

FGD0.9%—0.9%

SPYM99.9%0.9%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+19.5%FGD, at 12.9% volatility

FGDWorst drop−9.8%12.9% vol

SPYMWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

FGDSPYM

+16.2%Year to date+11.5%

5.7%Yield1.0%

+19.5%Past year+11.6%

0.55%Fee0.02%

3–1FGD wins

End-of-day Nov 13, 2026

Year to date

+11.5%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

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IVV, FGD and SPYM

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three