Compare · 2 funds side by side · dividends reinvested

ROBT and IVV

ROBTFirst Trust×IVViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,545IVV · best of the two

02 / 04

ROBT and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$875B1.0

First Trust Nasdaq Artificial Intelligence and Robotics ETFThematic · AI & semis0.65%0.02%+5.6%+3.5%+13.0%−0.3%−20.5%26.0%$683M2.0

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

End-of-day Nov 9, 2026 · returns include dividends · since: ROBT 2018 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Nasdaq Artificial Intelligence and Robotics ETF · $683M$9,838

ROBT

IVV

iShares Core S&P 500 ETF · $875B$17,545

$10,000 five years ago, dividends reinvested · they hold 14.5% in common

ROBTMeasureIVV

+5.6%Year to dateJan 1 → Nov 9+11.3%

+3.5%1 yearTotal return+13.6%

+13.0%3 years · per year$10,000 became $14,411 · $18,159+22.0%

−0.3%5 years · per year$10,000 became $9,838 · $17,545+11.9%

0.65%Expense ratio$65 · $3 a year on $10k · lower is better0.03%

0.02%Trailing 12-mo yield$2 · $111 a year on $10k1.11%

−20.5%Worst dropSmaller is better−8.9%

26.0%VolatilityLower is calmer13.8%

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

0–8IVV wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ROBT vs IVV: Top 5 Holdings

Today

ROBT

10.6%in top 5

IVV

in top 527.8%

ROBTStockIVV

not top 5AAPL7.9%

not top 5NVDA7.1%

not top 5MSFT6.2%

not top 5AMZN4.0%

not top 5GOOGL2.6%

2.4%OCDO.Lnot top 5

2.1%TEMnot top 5

2.1%ISRGnot top 5

2.1%APPNnot top 5

1.9%DSY.PAnot top 5

Held in common14.5%

End-of-day Nov 9, 2026 · share of each fund

ROBT vs IVV Returns, Every Period

First TrustROBT

−0.3%

5 years, per year

IVViShares

+11.9%

5 years, per year

ROBTIVVFaded: behind in that period

0–4IVV wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Thematic vs Core: ROBT vs IVV

YTD

First TrustROBT

+5.6%

IVViShares

+11.3%

+5.6%Year to date+11.3%

−20.5%Worst drop · 1Y−8.9%

26.0%Volatility · 1Y13.8%

0.0%Yield1.1%

$683MAssets$875B

4–0IVV wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ROBT, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

ROBT0.65%$65

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: ROBT, IVV

1.11%highest, IVV

FundTrailing yieldYield$10k

IVV1.11%$111

ROBT0.02%$2

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

ROBT$2 − $65 = −$63

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: ROBT, IVV

Today

14.5%most shared, ROBT and IVV

ROBTIVV

ROBT—14.5%

IVV14.5%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.6%IVV, at 13.8% volatility

IVVWorst drop−8.9%13.8% vol

ROBTWorst drop−20.5%26.0% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

IVVROBT

+11.3%Year to date+5.6%

1.1%Yield0.0%

+13.6%Past year+3.5%

0.03%Fee0.65%

4–0IVV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026