Compare · 3 funds side by side · dividends reinvested

ROBT, IVV and VOO

ROBTFirst Trust×IVViShares×VOOVanguard×

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

02 / 04

ROBT, 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%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$875B1.1

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T1.8

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%$683M3.0

Rank among the three1st → 3rdFee, 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 · VOO 2010

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, VOO

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VOO0.03%$3

ROBT0.65%$65

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

Yields: ROBT, IVV, VOO

1.11%highest, IVV

FundTrailing yieldYield$10k

IVV1.11%$111

VOO1.07%$107

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

VOO$107 − $3 = $104

ROBT$2 − $65 = −$63

KeptFee

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

Overlap: ROBT, IVV, VOO

Today

92.7%most shared, IVV and VOO

ROBTIVVVOO

ROBT—14.5%15.2%

IVV14.5%—92.7%

VOO15.2%92.7%—

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

Return vs Bumpiness: 3 ETFs

+13.6%IVV, at 13.8% volatility

VOOWorst drop−8.9%13.7% vol

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

IVVVOO

+11.3%Year to date+11.3%

1.1%Yield1.1%

+13.6%Past year+13.6%

0.03%Fee0.03%

0–0level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026