FXU vs IVV

AFXU

BIVV

Measures won2–4IVV wins · of 6 · 5Y

$10,000 · 5Y$17,686FXU · IVV $17,414

Lowest cost0.03%IVV · $3 on $10k

Most income2.31%FXU · $231 on $10k

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

Held in common2.2%FXU and IVV

First Trust Utilities AlphaDEX Fund · $759MiShares Core S&P 500 ETF · $872B

+20.5%3 years · per year$17,488 · $17,934+21.5%

+12.1%5 years · per year$17,686 · $17,414+11.7%

0.61%Expense ratio$61 · $3 on $10k · lower wins0.03%

2.31%12-mo yield$231 · $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	AFXU	First Trust Utilities AlphaDEX FundRead Desk		0.61%	2.31%	+0.2%	+9.8%	+6.7%	+20.5%	+12.1%	−14.0%	$759M
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%	$871.7B

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	AFXU	First Trust Utilities AlphaDEX FundRead Desk		0.61%	2.31%	+0.2%	+9.8%	+6.7%	+20.5%	+12.1%	−14.0%	$759M
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%	$871.7B

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

FXU

First Trust Utilities AlphaDEX Fund

$17,686

IVV

iShares Core S&P 500

$17,414

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