FXN vs IVV

AFXN

BIVV

Measures won2–4IVV wins · of 6 · 5Y

$10,000 · 5Y$19,903FXN · IVV $17,414

Lowest cost0.03%IVV · $3 on $10k

Most income1.86%FXN · $186 on $10k

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

Held in common3.5%FXN and IVV

First Trust Energy AlphaDEX Fund · $360MiShares Core S&P 500 ETF · $875B

+10.9%3 years · per year$13,633 · $17,934+21.5%

+14.8%5 years · per year$19,903 · $17,414+11.7%

0.63%Expense ratio$63 · $3 on $10k · lower wins0.03%

1.86%12-mo yield$186 · $111 on $10k1.11%

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

5Y2 funds

#			Trend
1	AFXN	First Trust Energy AlphaDEX FundRead Desk		0.63%	1.86%	+0.7%	+39.1%	+41.7%	+10.9%	+14.8%	−13.4%	$360M
2	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.11%	−0.4%	+10.9%	+13.0%	+21.5%	+11.7%	−8.9%	$875.2B

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

5Y2 funds

#			Trend
1	AFXN	First Trust Energy AlphaDEX FundRead Desk		0.63%	1.86%	+0.7%	+39.1%	+41.7%	+10.9%	+14.8%	−13.4%	$360M
2	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.11%	−0.4%	+10.9%	+13.0%	+21.5%	+11.7%	−8.9%	$875.2B

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FXN

First Trust Energy AlphaDEX Fund

$19,903

IVV

iShares Core S&P 500

$17,414

Loading…