Compare · 3 funds side by side · dividends reinvested

FREL, SPY and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,177IVV · best of the three

02 / 04

FREL, SPY and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B1.6

Fidelity MSCI Real Estate Index ETFSectors · Real estate0.08%3.34%+11.1%+11.1%+13.6%+1.2%−11.6%14.3%$1.4B2.1

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: FREL 2015 · SPY 1993 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity MSCI Real Estate Index ETF · $1.4B$10,633

FREL

SPY

State Street SPDR S&P 500 ETF · $819B$17,118

$10,000 five years ago, dividends reinvested · they hold 1.8% in common

FRELMeasureSPY

+11.1%Year to dateJan 1 → Nov 6+8.7%

+11.1%1 yearTotal return+9.7%

+13.6%3 years · per year$10,000 became $14,643 · $18,039+21.7%

+1.2%5 years · per year$10,000 became $10,633 · $17,118+11.3%

0.08%Expense ratio$8 · $9 a year on $10k · lower is better0.09%

3.34%Trailing 12-mo yield$334 · $103 a year on $10k1.03%

−11.6%Worst dropSmaller is better−8.9%

14.3%VolatilityLower is calmer13.6%

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

4–4Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FREL vs SPY: Top 5 Holdings

Today

FREL

31.9%in top 5

SPY

in top 527.8%

FRELStockSPY

9.8%WELLnot top 5

not top 5AAPL7.9%

7.2%PLDnot top 5

not top 5NVDA6.9%

not top 5MSFT6.3%

5.3%EQIXnot top 5

4.9%AMTnot top 5

4.7%SPGnot top 5

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common1.8%

End-of-day Nov 6, 2026 · share of each fund

FREL vs SPY Returns, Every Period

FidelityFREL

+1.2%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

FRELSPYFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Sector vs Core: FREL vs IVV

YTD

FidelityFREL

+11.1%

IVViShares

+8.7%

+11.1%Year to date+8.7%

−11.6%Worst drop · 1Y−8.9%

14.3%Volatility · 1Y13.6%

3.3%Yield1.1%

$1.4BAssets$853B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FREL, SPY, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

FREL0.08%$8

SPY0.09%$9

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: FREL, SPY, IVV

3.34%highest, FREL

FundTrailing yieldYield$10k

FREL3.34%$334

IVV1.14%$114

SPY1.03%$103

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$326most kept, FREL

FREL$334 − $8 = $326

IVV$114 − $3 = $111

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: FREL, SPY, IVV

Today

99.9%most shared, SPY and IVV

FRELSPYIVV

FREL—1.8%1.8%

SPY1.8%—99.9%

IVV1.8%99.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+11.1%FREL, at 14.3% volatility

SPYWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

FRELWorst drop−11.6%14.3% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

FRELIVV

+11.1%Year to date+8.7%

3.3%Yield1.1%

+11.1%Past year+9.8%

0.08%Fee0.03%

3–1FREL wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026