Compare · 3 funds side by side · dividends reinvested

LMBS, IVV and VOO

LMBSFirst Trust×IVViShares×VOOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,177VOO · best of the three

02 / 04

LMBS, IVV and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B1.8

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T1.9

First Trust Low Duration Opportunities ETFBonds & Cash · Ultra-short0.66%4.15%+1.7%+2.7%+6.0%+3.2%−2.0%2.1%$6.6B2.3

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

End-of-day Nov 6, 2026 · returns include dividends · since: LMBS 2014 · IVV 2000 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Low Duration Opportunities ETF · $6.6B$11,706

LMBS

IVV

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

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

LMBSMeasureIVV

+1.7%Year to dateJan 1 → Nov 6+8.7%

+2.7%1 yearTotal return+9.8%

+6.0%3 years · per year$10,000 became $11,913 · $18,084+21.8%

+3.2%5 years · per year$10,000 became $11,706 · $17,177+11.4%

0.66%Expense ratio$66 · $3 a year on $10k · lower is better0.03%

4.15%Trailing 12-mo yield$415 · $114 a year on $10k1.14%

−2.0%Worst dropSmaller is better−8.9%

2.1%VolatilityLower is calmer13.6%

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

3–5IVV wins

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

More Ways to See the Pairs

LMBS vs IVV: Top 5 Holdings

Today

LMBS

0.1%in top 5

IVV

in top 527.8%

LMBSStockIVV

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

0.0%MGOVnot top 5

0.0%LGOVnot top 5

0.0%SCIOnot top 5

0.0%CAAAnot top 5

Held in common0.0%

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

LMBS vs IVV Returns, Every Period

First TrustLMBS

+3.2%

5 years, per year

IVViShares

+11.4%

5 years, per year

LMBSIVVFaded: behind in that period

0–4IVV wins

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

Bonds vs Core: LMBS vs IVV

YTD

First TrustLMBS

+1.7%

IVViShares

+8.7%

+1.7%Year to date+8.7%

−2.0%Worst drop · 1Y−8.9%

2.1%Volatility · 1Y13.6%

4.2%Yield1.1%

$6.6BAssets$853B

3–1LMBS wins

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

Cost, Income and Risk

Fees: LMBS, IVV, VOO

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VOO0.03%$3

LMBS0.66%$66

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

Yields: LMBS, IVV, VOO

4.15%highest, LMBS

FundTrailing yieldYield$10k

LMBS4.15%$415

IVV1.14%$114

VOO1.10%$110

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

Income After Fees on $10,000

$349most kept, LMBS

LMBS$415 − $66 = $349

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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

Overlap: LMBS, IVV, VOO

Today

92.2%most shared, IVV and VOO

LMBSIVVVOO

LMBS—0.0%0.0%

IVV0.0%—92.2%

VOO0.0%92.2%—

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

Return vs Bumpiness: 3 ETFs

+9.8%VOO, at 13.5% volatility

LMBSWorst drop−2.0%2.1% vol

VOOWorst drop−8.9%13.5% 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

LMBSIVV

+1.7%Year to date+8.7%

4.2%Yield1.1%

+2.7%Past year+9.8%

0.66%Fee0.03%

3–1IVV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026