FXZ vs IVV5YFXZFXZAvsBIVVIVVFirst Trust Materials AlphaDEX Fund · $359MiShares Core S&P 500 ETF · $883BReturns · dividends in+9.8%3 years · per year$13,228 · $18,122+21.9%+6.4%5 years · per year$13,626 · $17,530+11.9%Cost and income0.64%Expense ratio$64 · $3 on $10k · lower wins0.03%1.34%
Overlap: FXZ, IVV, VOOToday92.7%most shared, IVV and VOOFXZIVVVOOFXZ—1.3%1.2%IVV1.3%—92.7%VOO1.2%92.7%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
FXZ vs IVV5YAFXZFirst Trust Materials AlphaDEX Fund$13,626vsIVVBiShares Core S&P 500$17,530$10k$15kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VOOVanguard S&P 500 ETFReadDesk0.03%1.06%+1.3%+12.3%+12.8%+21.9%+11.9%−8.9%$1.00T2BIVViShares Core S&P 500 ETFReadDesk0.03%1.10%+1.3%+12.3%+12.7%+21.9%+11.9%−8.9%$882.8B3AFXZFirst Trust Materials AlphaDEX FundReadDesk0.64%1.34%+0.6%+19.7%+29.2%+9.8%+6.4%−15.2%$359MEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VOOVanguard S&P 500 ETFReadDesk0.03%1.06%+1.3%+12.3%+12.8%+21.9%+11.9%−8.9%$1.00T2BIVViShares Core S&P 500 ETFReadDesk0.03%1.10%+1.3%+12.3%+12.7%+21.9%+11.9%−8.9%$882.8B3AFXZFirst Trust Materials AlphaDEX FundReadDesk0.64%1.34%+0.6%+19.7%+29.2%+9.8%+6.4%−15.2%$359MEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SPYM vs SPYYTDSPDRSPYMSA+12.4%vsBSSPYSPDR+12.3%Jan 1Nov 11+12.4%+12.3%+12.4%Year to date+12.3%1.0%Yield1.0%$183BAssets$793B1–0SPYM winsEnd-of-day Nov 11, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.6%vsBVVIGVanguard+16.0%Jan 1Nov 11+34.6%+16.0%+34.6%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 11, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+8.1%vsBJMJEPIJ.P. Morgan+8.6%Jan 1Nov 11+8.1%+8.6%+8.1%Year to date+8.6%12.2%Yield7.8%$41.8BAssets$46.8B1–1levelEnd-of-day Nov 11, 2026
Overlap: FXZ, IVV, VOOToday92.7%most shared, IVV and VOOFXZIVVVOOFXZ—1.3%1.2%IVV1.3%—92.7%VOO1.2%92.7%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$107most kept, IVVIVV$110 − $3 = $107VOO$106 − $3 = $103FXZ$134 − $64 = $70KeptFeeEnd-of-day Nov 11, 2026 · yield in dollars minus the fee