Compare · 3 funds side by side · dividends reinvested

FREL, SPYM and IVV

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,429SPYM · best of the three

Story of the three · IncomeMost incomeFREL · 3.30% · $330 a year on $10k

Story of the three · RiskSmallest drop

FREL, SPYM and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.03%+10.9%+13.1%+21.5%+11.8%−8.9%13.7%$183B1.5

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+10.9%+13.0%+21.5%+11.7%−8.9%13.8%$872B2.0

Fidelity MSCI Real Estate Index ETFSectors · Real estate0.08%3.30%+12.6%+11.4%+12.0%+1.3%−11.6%14.2%$1.4B2.5

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

End-of-day Nov 10, 2026 · returns include dividends · since: FREL 2015 · SPYM 2005 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Fidelity MSCI Real Estate Index ETF · $1.4B$10,689

FREL

SPYM

State Street SPDR Portfolio S&P 500 ETF · $183B$17,429

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

FREL

More Ways to See the Pairs

FREL vs SPYM: Top 5 Holdings

Today

FREL

32.1%in top 5

SPYM

in top 527.3%

FRELStockSPYM

9.8%WELLnot top 5

not top 5AAPL7.9%

7.2%PLDnot top 5

not top 5NVDA6.6%

not top 5MSFT6.2%

Cost, Income and Risk

Fees: FREL, SPYM, IVV

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

FREL0.08%$8

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

Yields: FREL, SPYM, IVV

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

+10.9%Year to date+10.8%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 10, 2026

VOO vs IVV

YTD

VanguardVOO

+10.9%

IVViShares

+10.9%

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

Measure

SPYM

+12.6%Year to dateJan 1 → Nov 10+10.9%

+11.4%1 yearTotal return+13.1%

+12.0%3 years · per year$10,000 became $14,043 · $17,936+21.5%

+1.3%5 years · per year$10,000 became $10,689 · $17,429+11.8%

0.08%Expense ratio$8 · $2 a year on $10k · lower is better0.02%

3.30%Trailing 12-mo yield$330 · $103 a year on $10k1.03%

−11.6%Worst dropSmaller is better−8.9%

14.2%VolatilityLower is calmer13.7%

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

2–6SPYM wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

5.5%EQIXnot top 5

4.8%AMTnot top 5

4.8%SPGnot top 5

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common1.8%

End-of-day Nov 10, 2026 · share of each fund

FREL vs SPYM Returns, Every Period

5Y

FidelityFREL

+1.3%

5 years, per year

SPYMSPDR

+11.8%

5 years, per year

FRELSPYMFaded: behind in that period

1–3SPYM wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Sector vs Core: FREL vs IVV

YTD

FidelityFREL

+12.6%

IVViShares

+10.9%

+12.6%Year to date+10.9%

−11.6%Worst drop · 1Y−8.9%

14.2%Volatility · 1Y13.8%

3.3%Yield1.1%

$1.4BAssets$872B

2–2level

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

3.30%highest, FREL

FundTrailing yieldYield$10k

FREL3.30%$330

IVV1.11%$111

SPYM1.03%$103

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$322most kept, FREL

FREL$330 − $8 = $322

IVV$111 − $3 = $108

SPYM$103 − $2 = $101

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: FREL, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

FRELSPYMIVV

FREL—1.8%1.8%

SPYM1.8%—99.9%

IVV1.8%99.9%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+13.1%SPYM, at 13.7% volatility

SPYMWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

FRELWorst drop−11.6%14.2% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

FRELSPYM

+12.6%Year to date+10.9%

3.3%Yield1.0%

+11.4%Past year+13.1%

0.08%Fee0.02%

2–2level

End-of-day Nov 10, 2026

Year to date

+10.9%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

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FREL, SPYM and IVV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three