Compare · 2 funds side by side · dividends reinvested

BYRE and IVV

BYREPrincipal×IVViShares×

Versus in desk

02 / 04

IWD+0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,530IVV · best of the two

Story of the two · IncomeMost incomeBYRE · 2.73% · $273 a year on $10k

Story of the two · RiskSmallest drop

BYRE and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Principal Real Estate Active Opportunities ETFSectors · Real estate0.60%2.73%+14.8%+12.8%+12.1%[…]−10.6%13.4%$28M1.4

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+12.3%+12.7%+21.9%+11.9%−8.9%13.7%$872B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 11, 2026 · returns include dividends · since: BYRE 2022 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Principal Real Estate Active Opportunities ETF · $28M[…]

BYRE

IVV

iShares Core S&P 500 ETF · $872B$17,530

$10,000 five years ago, dividends reinvested · they hold 1.2% in common

BYREMeasureIVV

+14.8%

More Ways to See the Pairs

BYRE vs IVV: Top 5 Holdings

Today

BYRE

34.2%in top 5

IVV

in top 526.9%

BYREStockIVV

8.7%WELLnot top 5

8.6%EQIXnot top 5

not top 5AAPL7.8%

7.1%AMTnot top 5

not top 5NVDA6.3%

Cost, Income and Risk

Fees: BYRE, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

BYRE0.60%$60

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: BYRE, IVV

1Y

2.73%highest, BYRE

FundTrailing yieldYield

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 11, 2026

VOO vs IVV

YTD

VanguardVOO

+12.3%

IVViShares

+12.3%

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

Year to dateJan 1 → Nov 11

+12.3%

+12.8%1 yearTotal return+12.7%

+12.1%3 years · per year$10,000 became $14,074 · $18,122+21.9%

[…]5 years · per year$10,000 became […] · $17,530+11.9%

0.60%Expense ratio$60 · $3 a year on $10k · lower is better0.03%

2.73%Trailing 12-mo yield$273 · $110 a year on $10k1.10%

−10.6%Worst dropSmaller is better−8.9%

13.4%VolatilityLower is calmer13.7%

BYREIVV Winner of the row, in its colourEach row: the bigger of the two fills its side

4–3BYRE wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5MSFT6.1%

5.4%CCInot top 5

4.5%VTRnot top 5

not top 5AMZN4.1%

not top 5GOOGL2.6%

Held in common1.2%

End-of-day Nov 11, 2026 · share of each fund

BYRE vs IVV Returns, Every Period

1Y

PrincipalBYRE

+12.8%

past year

IVViShares

+12.7%

past year

BYREIVVFaded: behind in that period

2–1BYRE wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Sector vs Core: BYRE vs IVV

YTD

PrincipalBYRE

+14.8%

IVViShares

+12.3%

+14.8%Year to date+12.3%

−10.6%Worst drop · 1Y−8.9%

13.4%Volatility · 1Y13.7%

2.7%Yield1.1%

$28.0MAssets$872B

3–1BYRE wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

$10k

BYRE2.73%$273

IVV1.10%$110

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$213most kept, BYRE

BYRE$273 − $60 = $213

IVV$110 − $3 = $107

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: BYRE, IVV

Today

1.2%most shared, BYRE and IVV

BYREIVV

BYRE—1.2%

IVV1.2%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+12.8%BYRE, at 13.4% volatility

BYREWorst drop−10.6%13.4% vol

IVVWorst drop−8.9%13.7% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

BYREIVV

+14.8%Year to date+12.3%

2.7%Yield1.1%

+12.8%Past year+12.7%

0.60%Fee0.03%

3–1BYRE wins

End-of-day Nov 11, 2026

Year to date

+12.3%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

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BYRE and IVV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two