FXD vs IVV

AFXD

BIVV

Measures won0–6IVV wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV · FXD $11,875

Lowest cost0.03%IVV · $3 on $10k

Most income1.14%IVV · $114 on $10k

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

Held in common5.6%FXD and IVV

FXD

IVV

First Trust Consumer Discretionary AlphaDEX Fund · $281MiShares Core S&P 500 ETF · $850B

+14.6%3 years · per year$15,039 · $18,084+21.8%

+3.5%5 years · per year$11,875 · $17,177+11.4%

0.60%Expense ratio$60 · $3 on $10k · lower wins0.03%

0.68%12-mo yield$68 · $114 on $10k1.14%

−13.9%Worst dropSmaller wins−8.9%

21.0%VolatilityLower wins13.6%

0–6IVV wins

$10,000 · 5 yearsOne scale

Shared top holdingsFXD · IVV

1.1%AMZN4.0%

0.3%HD0.6%

0.3%COST0.7%

0.9%DIS0.3%

Held in common5.6%

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%	$850.0B
2	AFXD	First Trust Consumer Discretionary AlphaDEX FundRead Desk		0.60%	0.68%	−1.1%	+3.4%	+8.3%	+14.6%	+3.5%	−13.9%	$281M

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%	$850.0B
2	AFXD	First Trust Consumer Discretionary AlphaDEX FundRead Desk		0.60%	0.68%	−1.1%	+3.4%	+8.3%	+14.6%	+3.5%	−13.9%	$281M

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

FXD vs IVV

FXD

First Trust Consumer Discretionary AlphaDEX Fund

$11,875

IVV

iShares Core S&P 500

$17,177

MeasureFXDIVV

Fee0.60%0.03%

Cost on $10k a year$60$3

Yield0.68%1.14%

5 years, per year+3.5%+11.4%

3 years, per year+14.6%+21.8%

Worst drop · 1Y−13.9%−8.9%

Volatility · 1Y21.0%13.6%

6–0measures won
IVV first

5.6%

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$850B

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: FXD, IVV

Today

5.6%most shared, FXD and IVV

FXDIVV

FXD—5.6%

IVV5.6%—

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

FXD$68 − $60 = $8

KeptFee

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