Compare · 4 funds side by side · dividends reinvested

FREI, SPY, VOO and IVV

FREIFidelity×SPYSPDR×VOOVanguard×IVViShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,545IVV · best of the four

02 / 04

FREI, SPY, VOO and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$875B1.5

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T2.0

Fidelity Real Estate Income ETFIncome · Dividend stocks0.76%1.90%[…][…][…][…][…][…]$51M2.5

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.2%+13.5%+21.9%+11.8%−8.9%13.7%$778B2.8

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: FREI 2026 · SPY 1993 · VOO 2010 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity Real Estate Income ETF · $51M[…]

FREI

SPY

State Street SPDR S&P 500 ETF · $778B$17,493

$10,000 five years ago, dividends reinvested · they hold 1.6% in common

FREIMeasureSPY

[…]Year to dateJan 1 → Nov 9+11.2%

[…]1 yearTotal return+13.5%

[…]3 years · per year$10,000 became […] · $18,118+21.9%

[…]5 years · per year$10,000 became […] · $17,493+11.8%

0.76%Expense ratio$76 · $9 a year on $10k · lower is better0.09%

1.90%Trailing 12-mo yield$190 · $101 a year on $10k1.01%

[…]Worst dropSmaller is better−8.9%

[…]VolatilityLower is calmer13.7%

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

1–1Level

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FREI vs SPY: Top 5 Holdings

Today

FREI

8.0%in top 5

SPY

in top 527.8%

FREIStockSPY

not top 5AAPL7.9%

not top 5NVDA7.1%

not top 5MSFT6.2%

not top 5AMZN4.0%

not top 5GOOGL2.6%

2.1%AMTnot top 5

1.7%WELLnot top 5

1.5%EQIXnot top 5

1.5%PLDnot top 5

1.2%ELSnot top 5

Held in common1.6%

End-of-day Nov 9, 2026 · share of each fund

FREI vs SPY Returns, Every Period

FidelityFREI

[…]

past year

SPYSPDR

+13.5%

past year

Returns […]

FREISPYFaded: behind in that period

0–0Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Income vs Core: FREI vs IVV

YTD

FidelityFREI

[…]

IVViShares

+11.3%

[…]Year to date+11.3%

[…]Worst drop · 1Y−8.9%

[…]Volatility · 1Y13.8%

1.9%Yield1.1%

$50.5MAssets$875B

1–0FREI wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FREI, SPY, VOO, IVV

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IVV0.03%$3

SPY0.09%$9

FREI0.76%$76

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: FREI, SPY, VOO, IVV

1.90%highest, FREI

FundTrailing yieldYield$10k

FREI1.90%$190

IVV1.11%$111

VOO1.07%$107

SPY1.01%$101

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$114most kept, FREI

FREI$190 − $76 = $114

IVV$111 − $3 = $108

VOO$107 − $3 = $104

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: FREI, SPY, VOO, IVV

Today

99.9%most shared, SPY and IVV

FREISPYVOOIVV

FREI—1.6%1.5%1.6%

SPY1.6%—92.7%99.9%

VOO1.5%92.7%—92.7%

IVV1.6%99.9%92.7%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+13.6%IVV, at 13.8% volatility

VOOWorst drop−8.9%13.7% vol

SPYWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

FREIWorst drop[…][…]

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

FREIIVV

[…]Year to date+11.3%

1.9%Yield1.1%

[…]Past year+13.6%

0.76%Fee0.03%

1–1level

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026