FXZ vs IVV

AFXZ

BIVV

Measures won1–5IVV wins · of 6 · 5Y

$10,000 · 5Y$17,530IVV · FXZ $13,626

Lowest cost0.03%IVV · $3 on $10k

Most income1.34%FXZ · $134 on $10k

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

Held in common1.3%FXZ and IVV

First Trust Materials AlphaDEX Fund · $359MiShares Core S&P 500 ETF · $883B

+9.8%3 years · per year$13,228 · $18,122+21.9%

+6.4%5 years · per year$13,626 · $17,530+11.9%

0.64%Expense ratio$64 · $3 on $10k · lower wins0.03%

1.34%12-mo yield$134 · $110 on $10k1.10%

End-of-day Nov 11, 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	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.10%	+1.3%	+12.3%	+12.7%	+21.9%	+11.9%	−8.9%	$882.8B
2	AFXZ	First Trust Materials AlphaDEX FundRead Desk		0.64%	1.34%	+0.6%	+19.7%	+29.2%	+9.8%	+6.4%	−15.2%	$359M

End-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

5Y2 funds

#			Trend
1	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.10%	+1.3%	+12.3%	+12.7%	+21.9%	+11.9%	−8.9%	$882.8B
2	AFXZ	First Trust Materials AlphaDEX FundRead Desk		0.64%	1.34%	+0.6%	+19.7%	+29.2%	+9.8%	+6.4%	−15.2%	$359M

End-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FXZ

First Trust Materials AlphaDEX Fund

$13,626

IVV

iShares Core S&P 500

$17,530

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