FEX vs IVV

AFEX

BIVV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,156VOO · IVV $17,151

Lowest cost0.03%IVV · $3 on $10k

Most income1.14%IVV · $114 on $10k

Smallest drop−6.6%FEX · worst fall in 1Y

Held in common32.9%FEX and IVV

FEX

IVV

First Trust Large Cap Core AlphaDEX Fund · $1.6BiShares Core S&P 500 ETF · $887B

+22.8%3 years · per year$18,539 · $18,221+22.1%

+10.6%5 years · per year$16,562 · $17,151+11.4%

0.57%Expense ratio$57 · $3 on $10k · lower wins0.03%

0.99%12-mo yield$99 · $114 on $10k1.14%

−6.6%Worst dropSmaller wins−8.9%

12.9%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFEX · IVV

0.5%BRK-B1.6%

0.5%CVX0.6%

0.4%LLY1.7%

0.4%AMGN0.4%

Held in common32.9%

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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
3	AFEX	First Trust Large Cap Core AlphaDEX FundRead Desk	0.57%	0.99%	−3.4%	+17.8%	+19.9%	+22.8%	+10.6%	−6.6%	$1.6B

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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
3	AFEX	First Trust Large Cap Core AlphaDEX FundRead Desk	0.57%	0.99%	−3.4%	+17.8%	+19.9%	+22.8%	+10.6%	−6.6%	$1.6B

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

Cards for this view

FEX vs IVV

FEX

First Trust Large Cap Core AlphaDEX Fund

$16,562

IVV

iShares Core S&P 500

$17,152

MeasureFEXIVV

Fee0.57%0.03%

Cost on $10k a year$57$3

Yield0.99%1.14%

5 years, per year+10.6%+11.4%

3 years, per year+22.8%+22.1%

Worst drop · 1Y−6.6%−8.9%

Volatility · 1Y12.9%13.6%

3–3measures won
level

32.9%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: FEX, IVV, VOO

Today

93.5%most shared, IVV and VOO

FEXIVVVOO

FEX—32.9%31.9%

IVV32.9%—93.5%

VOO31.9%93.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VOO$110 − $3 = $107

FEX$99 − $57 = $42

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee