FDTS vs IVV

AFDTS

BIVV

Measures won2–4IVV wins · of 6 · 5Y

$10,000 · 5Y$17,545IVV · SPY $17,493

Lowest cost0.03%IVV · $3 on $10k

Most income2.73%FDTS · $273 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common0.0%FDTS and IVV

FDTS

IVV

First Trust Developed Markets ex-US Small Cap AlphaDEX Fund · $13MiShares Core S&P 500 ETF · $853B

+24.4%3 years · per year$19,269 · $18,159+22.0%

+10.6%5 years · per year$16,584 · $17,545+11.9%

0.80%Expense ratio$80 · $3 on $10k · lower wins0.03%

2.73%12-mo yield$273 · $111 on $10k1.11%

−13.1%Worst dropSmaller wins−8.9%

20.2%VolatilityLower wins13.8%

2–4IVV wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsFDTS · IVV

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	AFDTS	First Trust Developed Markets ex-US Small Cap AlphaDEX FundRead Desk	0.80%	2.73%	+2.1%	+16.2%	+24.1%	+24.4%	+10.6%	−13.1%	$13M
4	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.39%	+2.8%	+11.1%	+15.3%	+19.5%	+8.1%	−11.3%	$163.2B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	AFDTS	First Trust Developed Markets ex-US Small Cap AlphaDEX FundRead Desk	0.80%	2.73%	+2.1%	+16.2%	+24.1%	+24.4%	+10.6%	−13.1%	$13M
4	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.39%	+2.8%	+11.1%	+15.3%	+19.5%	+8.1%	−11.3%	$163.2B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FDTS vs IVV

FDTS

First Trust Developed Markets ex-US Small Cap AlphaDEX Fund

$16,584

IVV

iShares Core S&P 500

$17,545

MeasureFDTSIVV

Fee0.80%0.03%

Cost on $10k a year$80$3

Yield2.73%1.11%

5 years, per year+10.6%+11.9%

3 years, per year+24.4%+22.0%

Worst drop · 1Y−13.1%−8.9%

Volatility · 1Y20.2%13.8%

4–2measures won
IVV first

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

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

VXUS vs IXUS

YTD

VanguardVXUS

+11.1%

IXUSiShares

+11.5%

+11.1%Year to date+11.5%

2.4%Yield3.0%

$163BAssets$56.4B

2–0IXUS 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$853B

0–0level

End-of-day Nov 9, 2026

Overlap: FDTS, IVV, VXUS, SPY

Today

99.9%most shared, IVV and SPY

FDTSIVVVXUSSPY

FDTS—0.0%0.3%0.0%

IVV0.0%—0.0%99.9%

VXUS0.3%0.0%—0.0%

SPY0.0%99.9%0.0%—

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

Income After Fees on $10,000

$234most kept, VXUS

VXUS$239 − $5 = $234

FDTS$273 − $80 = $193

IVV$111 − $3 = $108

SPY$101 − $9 = $92

KeptFee

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