FJP vs IVV

AFJP

BIVV

Measures won1–5IVV wins · of 6 · 5Y

$10,000 · 5Y$17,545IVV · FJP $15,595

Lowest cost0.03%IVV · $3 on $10k

Most income2.74%FJP · $274 on $10k

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

Held in common0.0%FJP and IVV

FJP

IVV

First Trust Japan AlphaDEX Fund · $243MiShares Core S&P 500 ETF · $875B

+16.2%3 years · per year$15,695 · $18,159+22.0%

+9.3%5 years · per year$15,595 · $17,545+11.9%

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

2.74%12-mo yield$274 · $111 on $10k1.11%

−15.7%Worst dropSmaller wins−8.9%

23.6%VolatilityLower wins13.8%

1–5IVV wins

$10,000 · 5 yearsOne scale

Shared top holdingsFJP · 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

Both

5Y2 funds

#			Trend
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%	$875.2B
2	AFJP	First Trust Japan AlphaDEX FundRead Desk		0.80%	2.74%	+3.2%	+6.0%	+8.4%	+16.2%	+9.3%	−15.7%	$243M

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

Both

5Y2 funds

#			Trend
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%	$875.2B
2	AFJP	First Trust Japan AlphaDEX FundRead Desk		0.80%	2.74%	+3.2%	+6.0%	+8.4%	+16.2%	+9.3%	−15.7%	$243M

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

FJP vs IVV

FJP

First Trust Japan AlphaDEX Fund

$15,595

IVV

iShares Core S&P 500

$17,545

MeasureFJPIVV

Fee0.80%0.03%

Cost on $10k a year$80$3

Yield2.74%1.11%

5 years, per year+9.3%+11.9%

3 years, per year+16.2%+22.0%

Worst drop · 1Y−15.7%−8.9%

Volatility · 1Y23.6%13.8%

5–1measures 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

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

Overlap: FJP, IVV

Today

0.0%most shared, FJP and IVV

FJPIVV

FJP—0.0%

IVV0.0%—

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

Income After Fees on $10,000

$194most kept, FJP

FJP$274 − $80 = $194

IVV$111 − $3 = $108

KeptFee

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