FTA vs IVV

AFTA

BIVV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,177IVV · FTA $16,899

Lowest cost0.03%IVV · $3 on $10k

Most income1.71%FTA · $171 on $10k

Smallest drop−8.1%FTA · worst fall in 1Y

Held in common16.2%FTA and IVV

FTA

IVV

First Trust Large Cap Value AlphaDEX Fund · $1.5BiShares Core S&P 500 ETF · $853B

+20.0%3 years · per year$17,275 · $18,084+21.8%

+11.1%5 years · per year$16,899 · $17,177+11.4%

0.58%Expense ratio$58 · $3 on $10k · lower wins0.03%

1.71%12-mo yield$171 · $114 on $10k1.14%

−8.1%Worst dropSmaller wins−8.9%

11.6%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFTA · IVV

0.9%BRK-B1.7%

0.7%CVX0.7%

0.5%XOM1.1%

0.7%WFC0.4%

Held in common16.2%

End-of-day Nov 6, 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%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	AFTA	First Trust Large Cap Value AlphaDEX FundRead Desk		0.58%	1.71%	−1.0%	+20.5%	+26.4%	+20.0%	+11.1%	−8.1%	$1.5B

End-of-day Nov 6, 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%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	AFTA	First Trust Large Cap Value AlphaDEX FundRead Desk		0.58%	1.71%	−1.0%	+20.5%	+26.4%	+20.0%	+11.1%	−8.1%	$1.5B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FTA vs IVV

FTA

First Trust Large Cap Value AlphaDEX Fund

$16,899

IVV

iShares Core S&P 500

$17,177

MeasureFTAIVV

Fee0.58%0.03%

Cost on $10k a year$58$3

Yield1.71%1.14%

5 years, per year+11.1%+11.4%

3 years, per year+20.0%+21.8%

Worst drop · 1Y−8.1%−8.9%

Volatility · 1Y11.6%13.6%

3–3measures won
level

16.2%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

Overlap: FTA, IVV

Today

16.2%most shared, FTA and IVV

FTAIVV

FTA—16.2%

IVV16.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$113most kept, FTA

FTA$171 − $58 = $113

IVV$114 − $3 = $111

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee