IVV vs FSZ

AIVV

BFSZ

Measures won5–1IVV wins · of 6 · 5Y

$10,000 · 5Y$17,151IVV · FSZ $13,317

Lowest cost0.03%IVV · $3 on $10k

Most income1.97%FSZ · $197 on $10k

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

Held in common0.0%IVV and FSZ

IVV

FSZ

iShares Core S&P 500 ETF · $887BFirst Trust Switzerland AlphaDEX Fund · $37M

+22.1%3 years · per year$18,221 · $15,800+16.5%

+11.4%5 years · per year$17,151 · $13,317+5.9%

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

1.14%12-mo yield$114 · $197 on $10k1.97%

−8.9%Worst dropSmaller wins−10.4%

13.6%VolatilityLower wins14.7%

5–1IVV wins

$10,000 · 5 yearsOne scale

Shared top holdingsIVV · FSZ

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

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	BFSZ	First Trust Switzerland AlphaDEX FundRead Desk		0.80%	1.97%	−1.9%	+5.4%	+12.5%	+16.5%	+5.9%	−10.4%	$37M

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	BFSZ	First Trust Switzerland AlphaDEX FundRead Desk		0.80%	1.97%	−1.9%	+5.4%	+12.5%	+16.5%	+5.9%	−10.4%	$37M

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 FSZ

IVV

iShares Core S&P 500

$17,152

FSZ

First Trust Switzerland AlphaDEX Fund

$13,317

MeasureIVVFSZ

Fee0.03%0.80%

Cost on $10k a year$3$80

Yield1.14%1.97%

5 years, per year+11.4%+5.9%

3 years, per year+22.1%+16.5%

Worst drop · 1Y−8.9%−10.4%

Volatility · 1Y13.6%14.7%

5–1measures 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$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, FSZ

Today

0.0%most shared, IVV and FSZ

IVVFSZ

IVV—0.0%

FSZ0.0%—

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

Income After Fees on $10,000

$117most kept, FSZ

FSZ$197 − $80 = $117

IVV$114 − $3 = $111

KeptFee

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