IVV vs FEX

AIVV

BFEX

Measures won4–2IVV wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV · VUG $16,124

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 common32.8%IVV and FEX

IVV

FEX

iShares Core S&P 500 ETF · $853BFirst Trust Large Cap Core AlphaDEX Fund · $1.6B

+21.8%3 years · per year$18,084 · $17,609+20.8%

+11.4%5 years · per year$17,177 · $15,766+9.5%

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

1.14%12-mo yield$114 · $103 on $10k1.03%

−8.9%Worst dropSmaller wins−6.6%

13.6%VolatilityLower wins13.3%

4–2IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · FEX

1.7%BRK-B0.5%

0.7%CVX0.5%

1.7%LLY0.4%

0.4%AMGN0.4%

Held in common32.8%

End-of-day Nov 6, 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%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	BFEX	First Trust Large Cap Core AlphaDEX FundRead Desk	0.57%	1.03%	−0.1%	+13.6%	+16.3%	+20.8%	+9.5%	−6.6%	$1.6B

End-of-day Nov 6, 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%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	BFEX	First Trust Large Cap Core AlphaDEX FundRead Desk	0.57%	1.03%	−0.1%	+13.6%	+16.3%	+20.8%	+9.5%	−6.6%	$1.6B

End-of-day Nov 6, 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

$17,177

FEX

First Trust Large Cap Core AlphaDEX Fund

$15,766

MeasureIVVFEX

Fee0.03%0.57%

Cost on $10k a year$3$57

Yield1.14%1.03%

5 years, per year+11.4%+9.5%

3 years, per year+21.8%+20.8%

Worst drop · 1Y−8.9%−6.6%

Volatility · 1Y13.6%13.3%

4–2measures won
IVV first

32.8%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

Overlap: IVV, FEX, VUG

Today

54.8%most shared, IVV and VUG

IVVFEXVUG

IVV—32.8%54.8%

FEX32.8%—13.3%

VUG54.8%13.3%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

FEX$103 − $57 = $46

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee