IVV vs FYC

AIVV

BFYC

Measures won5–1IVV wins · of 6 · 5Y

$10,000 · 5Y$17,414IVV · FYC $15,034

Lowest cost0.03%IVV · $3 on $10k

Most income1.11%IVV · $111 on $10k

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

Held in common0.0%IVV and FYC

iShares Core S&P 500 ETF · $872BFirst Trust Small Cap Growth AlphaDEX Fund · $1.4B

+21.5%3 years · per year$17,934 · $20,905+27.9%

+11.7%5 years · per year$17,414 · $15,034+8.5%

0.03%Expense ratio$3 · $70 on $10k · lower wins0.70%

1.11%12-mo yield$111 · $11 on $10k0.11%

End-of-day Nov 10, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

5Y2 funds

#			Trend
1	AIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.11%	−0.4%	+10.9%	+13.0%	+21.5%	+11.7%	−8.9%	$871.7B
2	BFYC	First Trust Small Cap Growth AlphaDEX FundRead Desk		0.70%	0.11%	−0.7%	+19.0%	+24.1%	+27.9%	+8.5%	−13.7%	$1.4B

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

5Y2 funds

#			Trend
1	AIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.11%	−0.4%	+10.9%	+13.0%	+21.5%	+11.7%	−8.9%	$871.7B
2	BFYC	First Trust Small Cap Growth AlphaDEX FundRead Desk		0.70%	0.11%	−0.7%	+19.0%	+24.1%	+27.9%	+8.5%	−13.7%	$1.4B

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IVV

iShares Core S&P 500

$17,414

FYC

First Trust Small Cap Growth AlphaDEX Fund

$15,034

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