Compare · 2 funds side by side · dividends reinvested

IVV and FVD

IVViShares×FVDFirst Trust×

Versus in desk

02 / 04

IWD+0.0%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,414IVV · best of the two

Story of the two · IncomeMost incomeFVD · 2.17% · $217 a year on $10k

Story of the two · RiskSmallest drop

IVV and FVD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Value Line Dividend Index FundIncome · Dividend stocks0.62%2.17%+14.2%+16.2%+13.4%+6.9%−7.6%10.8%$8.2B1.4

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+10.9%+13.0%+21.5%+11.7%−8.9%13.8%$872B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 10, 2026 · returns include dividends · since: IVV 2000 · FVD 2003

Head to Head

Swap sides Versus in desk

Head to Head

5Y

First Trust Value Line Dividend Index Fund · $8.2B$13,943

FVD

IVV

iShares Core S&P 500 ETF · $872B$17,414

$10,000 five years ago, dividends reinvested · they hold 19.5% in common

FVDMeasureIVV

+14.2%

More Ways to See the Pairs

FVD vs IVV: Top 5 Holdings

Today

FVD

2.6%in top 5

IVV

in top 527.3%

FVDStockIVV

not top 5AAPL7.9%

not top 5NVDA6.6%

not top 5MSFT6.2%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Cost, Income and Risk

Fees: IVV, FVD

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

FVD0.62%$62

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

Yields: IVV, FVD

1Y

2.17%highest, FVD

FundTrailing yieldYield

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

+10.9%Year to date+10.8%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 10, 2026

VOO vs IVV

YTD

VanguardVOO

+10.9%

IVViShares

+10.9%

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

Year to dateJan 1 → Nov 10

+10.9%

+16.2%1 yearTotal return+13.0%

+13.4%3 years · per year$10,000 became $14,597 · $17,934+21.5%

+6.9%5 years · per year$10,000 became $13,943 · $17,414+11.7%

0.62%Expense ratio$62 · $3 a year on $10k · lower is better0.03%

2.17%Trailing 12-mo yield$217 · $111 a year on $10k1.11%

−7.6%Worst dropSmaller is better−8.9%

10.8%VolatilityLower is calmer13.8%

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

5–3FVD wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.8%KMBnot top 5

0.5%LOWnot top 5

0.5%SNYnot top 5

0.5%TMUSnot top 5

0.5%FHInot top 5

Held in common19.5%

End-of-day Nov 10, 2026 · share of each fund

FVD vs IVV Returns, Every Period

5Y

First TrustFVD

+6.9%

5 years, per year

IVViShares

+11.7%

5 years, per year

FVDIVVFaded: behind in that period

2–2Level

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Income vs Core: FVD vs IVV

YTD

First TrustFVD

+14.2%

IVViShares

+10.9%

+14.2%Year to date+10.9%

−7.6%Worst drop · 1Y−8.9%

10.8%Volatility · 1Y13.8%

2.2%Yield1.1%

$8.2BAssets$872B

4–0FVD wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

$10k

FVD2.17%$217

IVV1.11%$111

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$155most kept, FVD

FVD$217 − $62 = $155

IVV$111 − $3 = $108

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: IVV, FVD

Today

19.5%most shared, IVV and FVD

IVVFVD

IVV—19.5%

FVD19.5%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+16.2%FVD, at 10.8% volatility

FVDWorst drop−7.6%10.8% vol

IVVWorst drop−8.9%13.8% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

FVDIVV

+14.2%Year to date+10.9%

2.2%Yield1.1%

+16.2%Past year+13.0%

0.62%Fee0.03%

3–1FVD wins

End-of-day Nov 10, 2026

Year to date

+10.9%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

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IVV and FVD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two