Compare · 2 funds side by side · dividends reinvested

LALT and IVV

LALTFirst Trust×IVViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,177IVV · best of the two

02 / 04

LALT and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Multi-Strategy Alternative ETFUnsorted0.20%4.02%+10.0%+11.3%+10.2%[…]−3.7%6.7%$446M1.3

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B1.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: LALT 2023 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Multi-Strategy Alternative ETF · $446M[…]

LALT

IVV

iShares Core S&P 500 ETF · $853B$17,177

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

LALTMeasureIVV

+10.0%Year to dateJan 1 → Nov 6+8.7%

+11.3%1 yearTotal return+9.8%

+10.2%3 years · per year$10,000 became $13,368 · $18,084+21.8%

[…]5 years · per year$10,000 became […] · $17,177+11.4%

0.20%Expense ratio$20 · $3 a year on $10k · lower is better0.03%

4.02%Trailing 12-mo yield$402 · $114 a year on $10k1.14%

−3.7%Worst dropSmaller is better−8.9%

6.7%VolatilityLower is calmer13.6%

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

5–2LALT wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

LALT vs IVV: Top 5 Holdings

Today

LALT

84.3%in top 5

IVV

in top 527.8%

LALTStockIVV

21.6%FAARnot top 5

21.2%FMFnot top 5

21.0%FTLSnot top 5

10.8%LMBSnot top 5

9.8%FLSPnot top 5

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

LALT vs IVV Returns, Every Period

First TrustLALT

+11.3%

past year

IVViShares

+9.8%

past year

LALTIVVFaded: behind in that period

2–1LALT wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Unsorted vs Core: LALT vs IVV

YTD

First TrustLALT

+10.0%

IVViShares

+8.7%

+10.0%Year to date+8.7%

−3.7%Worst drop · 1Y−8.9%

6.7%Volatility · 1Y13.6%

4.0%Yield1.1%

$446MAssets$853B

4–0LALT wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: LALT, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

LALT0.20%$20

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: LALT, IVV

4.02%highest, LALT

FundTrailing yieldYield$10k

LALT4.02%$402

IVV1.14%$114

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$382most kept, LALT

LALT$402 − $20 = $382

IVV$114 − $3 = $111

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: LALT, IVV

Today

0.0%most shared, LALT and IVV

LALTIVV

LALT—0.0%

IVV0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+11.3%LALT, at 6.7% volatility

LALTWorst drop−3.7%6.7% vol

IVVWorst drop−8.9%13.6% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

LALTIVV

+10.0%Year to date+8.7%

4.0%Yield1.1%

+11.3%Past year+9.8%

0.20%Fee0.03%

3–1LALT wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026