IVV vs FNK

AIVV

BFNK

Measures won5–1IVV wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV · SPY $17,118

Lowest cost0.03%IVV · $3 on $10k

Most income1.55%FNK · $155 on $10k

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

Held in common0.7%IVV and FNK

IVV

FNK

iShares Core S&P 500 ETF · $853BFirst Trust Mid Cap Value AlphaDEX Fund · $238M

+21.8%3 years · per year$18,084 · $15,681+16.2%

+11.4%5 years · per year$17,177 · $14,968+8.4%

0.03%Expense ratio$3 · $74 on $10k · lower wins0.74%

1.14%12-mo yield$114 · $155 on $10k1.55%

−8.9%Worst dropSmaller wins−9.1%

13.6%VolatilityLower wins13.9%

5–1IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · FNK

0.0%SWK0.4%

0.0%TSN0.7%

0.0%HST0.6%

0.0%HAS0.2%

Held in common0.7%

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	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$777.7B
3	BFNK	First Trust Mid Cap Value AlphaDEX FundRead Desk	0.74%	1.55%	−0.9%	+15.5%	+21.1%	+16.2%	+8.4%	−9.1%	$238M

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	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$777.7B
3	BFNK	First Trust Mid Cap Value AlphaDEX FundRead Desk	0.74%	1.55%	−0.9%	+15.5%	+21.1%	+16.2%	+8.4%	−9.1%	$238M

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 FNK

IVV

iShares Core S&P 500

$17,177

FNK

First Trust Mid Cap Value AlphaDEX Fund

$14,968

MeasureIVVFNK

Fee0.03%0.74%

Cost on $10k a year$3$74

Yield1.14%1.55%

5 years, per year+11.4%+8.4%

3 years, per year+21.8%+16.2%

Worst drop · 1Y−8.9%−9.1%

Volatility · 1Y13.6%13.9%

5–1measures won
IVV first

0.7%

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%

$178BAssets$778B

2–0SPYM wins

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

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

Overlap: IVV, FNK, SPY

Today

99.9%most shared, IVV and SPY

IVVFNKSPY

IVV—0.7%99.9%

FNK0.7%—0.7%

SPY99.9%0.7%—

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

SPY$103 − $9 = $94

FNK$155 − $74 = $81

KeptFee

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