FXD vs IVV

AFXD

BIVV

Measures won0–6IVV wins · of 6 · 5Y

$10,000 · 5Y$17,545IVV · SPY $17,493

Lowest cost0.03%IVV · $3 on $10k

Most income1.11%IVV · $111 on $10k

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

Held in common5.6%FXD and IVV

FXD

IVV

First Trust Consumer Discretionary AlphaDEX Fund · $267MiShares Core S&P 500 ETF · $875B

+14.6%3 years · per year$15,070 · $18,159+22.0%

+3.7%5 years · per year$11,984 · $17,545+11.9%

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

0.66%12-mo yield$66 · $111 on $10k1.11%

−13.9%Worst dropSmaller wins−8.9%

21.1%VolatilityLower wins13.8%

0–6IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFXD · IVV

1.1%AMZN4.0%

0.3%HD0.5%

0.3%COST0.7%

0.9%DIS0.3%

Held in common5.6%

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 Three

5Y3 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%	$875.2B
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	AFXD	First Trust Consumer Discretionary AlphaDEX FundRead Desk	0.60%	0.66%	+2.8%	+6.2%	+13.0%	+14.6%	+3.7%	−13.9%	$267M

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

All Three

5Y3 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%	$875.2B
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	AFXD	First Trust Consumer Discretionary AlphaDEX FundRead Desk	0.60%	0.66%	+2.8%	+6.2%	+13.0%	+14.6%	+3.7%	−13.9%	$267M

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

FXD vs IVV

FXD

First Trust Consumer Discretionary AlphaDEX Fund

$11,984

IVV

iShares Core S&P 500

$17,545

MeasureFXDIVV

Fee0.60%0.03%

Cost on $10k a year$60$3

Yield0.66%1.11%

5 years, per year+3.7%+11.9%

3 years, per year+14.6%+22.0%

Worst drop · 1Y−13.9%−8.9%

Volatility · 1Y21.1%13.8%

6–0measures won
IVV first

5.6%

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: FXD, IVV, SPY

Today

99.9%most shared, IVV and SPY

FXDIVVSPY

FXD—5.6%5.6%

IVV5.6%—99.9%

SPY5.6%99.9%—

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

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

SPY$101 − $9 = $92

FXD$66 − $60 = $6

KeptFee

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