IVV vs FEX

AIVV

BFEX

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,151IVV · FEX $16,562

Lowest cost0.03%IVV · $3 on $10k

Most income1.14%IVV · $114 on $10k

Smallest drop−6.6%FEX · worst fall in 1Y

Held in common32.9%IVV and FEX

IVV

FEX

iShares Core S&P 500 ETF · $887BFirst Trust Large Cap Core AlphaDEX Fund · $1.6B

+22.1%3 years · per year$18,221 · $18,539+22.8%

+11.4%5 years · per year$17,151 · $16,562+10.6%

0.03%Expense ratio$3 · $57 on $10k · lower wins0.57%

1.14%12-mo yield$114 · $99 on $10k0.99%

−8.9%Worst dropSmaller wins−6.6%

13.6%VolatilityLower wins12.9%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsIVV · FEX

1.6%BRK-B0.5%

0.6%CVX0.5%

1.7%LLY0.4%

0.4%AMGN0.4%

Held in common32.9%

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

Both

5Y2 funds

#			Trend
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%	$886.8B
2	BFEX	First Trust Large Cap Core AlphaDEX FundRead Desk		0.57%	0.99%	−3.4%	+17.8%	+19.9%	+22.8%	+10.6%	−6.6%	$1.6B

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

Both

5Y2 funds

#			Trend
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%	$886.8B
2	BFEX	First Trust Large Cap Core AlphaDEX FundRead Desk		0.57%	0.99%	−3.4%	+17.8%	+19.9%	+22.8%	+10.6%	−6.6%	$1.6B

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 FEX

IVV

iShares Core S&P 500

$17,152

FEX

First Trust Large Cap Core AlphaDEX Fund

$16,562

MeasureIVVFEX

Fee0.03%0.57%

Cost on $10k a year$3$57

Yield1.14%0.99%

5 years, per year+11.4%+10.6%

3 years, per year+22.1%+22.8%

Worst drop · 1Y−8.9%−6.6%

Volatility · 1Y13.6%12.9%

3–3measures won
level

32.9%

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$805B

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$887B

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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: IVV, FEX

Today

32.9%most shared, IVV and FEX

IVVFEX

IVV—32.9%

FEX32.9%—

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

FEX$99 − $57 = $42

KeptFee

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