IVV vs FPA

AIVV

BFPA

Measures won4–2IVV wins · of 6 · 5Y

$10,000 · 5Y$17,533VOO · IVV $17,530

Lowest cost0.03%IVV · $3 on $10k

Most income4.37%FPA · $437 on $10k

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

Held in common0.0%IVV and FPA

iShares Core S&P 500 ETF · $872BFirst Trust Asia Pacific ex-Japan AlphaDEX Fund · $105M

+21.9%3 years · per year$18,122 · $19,490+24.9%

+11.9%5 years · per year$17,530 · $16,790+10.9%

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

1.10%12-mo yield$110 · $437 on $10k

Cards for this view

IVV

iShares Core S&P 500

$17,530

FPA

First Trust Asia Pacific ex-Japan AlphaDEX Fund

$16,790

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.06%	+1.3%	+12.3%	+12.8%	+21.9%	+11.9%	−8.9%	$1.00T
2	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	+1.3%	+12.3%	+12.7%	+21.9%	+11.9%	−8.9%	$871.7B
3	BFPA	First Trust Asia Pacific ex-Japan AlphaDEX FundRead Desk	0.80%	4.37%	+0.6%	+21.0%	+18.1%	+24.9%	+10.9%	−25.4%	$105M

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.06%	+1.3%	+12.3%	+12.8%	+21.9%	+11.9%	−8.9%	$1.00T
2	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	+1.3%	+12.3%	+12.7%	+21.9%	+11.9%	−8.9%	$871.7B
3	BFPA	First Trust Asia Pacific ex-Japan AlphaDEX FundRead Desk	0.80%	4.37%	+0.6%	+21.0%	+18.1%	+24.9%	+10.9%	−25.4%	$105M

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