IVV vs FDTS

AIVV

BFDTS

Measures won4–2IVV wins · of 6 · 5Y

$10,000 · 5Y$17,151IVV · SPY $17,099

Lowest cost0.03%IVV · $3 on $10k

Most income2.78%FDTS · $278 on $10k

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

Held in common0.0%IVV and FDTS

IVV

FDTS

iShares Core S&P 500 ETF · $850BFirst Trust Developed Markets ex-US Small Cap AlphaDEX Fund · $13M

+22.1%3 years · per year$18,221 · $19,404+24.7%

+11.4%5 years · per year$17,151 · $16,172+10.1%

0.03%Expense ratio$3 · $80 on $10k · lower wins0.80%

1.14%12-mo yield$114 · $278 on $10k2.78%

−8.9%Worst dropSmaller wins−13.1%

13.6%VolatilityLower wins20.1%

4–2IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · FDTS

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 5, 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	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B
3	BFDTS	First Trust Developed Markets ex-US Small Cap AlphaDEX FundRead Desk	0.80%	2.78%	−3.4%	+14.1%	+21.7%	+24.7%	+10.1%	−13.1%	$13M

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

All Three

5Y3 funds

#
1	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B
3	BFDTS	First Trust Developed Markets ex-US Small Cap AlphaDEX FundRead Desk	0.80%	2.78%	−3.4%	+14.1%	+21.7%	+24.7%	+10.1%	−13.1%	$13M

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

Cards for this view

IVV vs FDTS

IVV

iShares Core S&P 500

$17,152

FDTS

First Trust Developed Markets ex-US Small Cap AlphaDEX Fund

$16,172

MeasureIVVFDTS

Fee0.03%0.80%

Cost on $10k a year$3$80

Yield1.14%2.78%

5 years, per year+11.4%+10.1%

3 years, per year+22.1%+24.7%

Worst drop · 1Y−8.9%−13.1%

Volatility · 1Y13.6%20.1%

4–2measures won
IVV first

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: IVV, FDTS, SPY

Today

99.9%most shared, IVV and SPY

IVVFDTSSPY

IVV—0.0%99.9%

FDTS0.0%—0.0%

SPY99.9%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$198most kept, FDTS

FDTS$278 − $80 = $198

IVV$114 − $3 = $111

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee