Compare · 3 funds side by side · dividends reinvested

FRI, IVV and SPY

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

02 / 04

FRI, IVV and SPY, 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

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%$819B2.1

First Trust S&P REIT Index FundSectors · Real estate0.51%2.57%+15.7%+15.4%+15.6%+3.4%−12.1%13.7%$209M2.3

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: FRI 2007 · IVV 2000 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

First Trust S&P REIT Index Fund · $209M$11,821

FRI

IVV

iShares Core S&P 500 ETF · $853B$17,177

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

FRIMeasureIVV

+15.7%Year to dateJan 1 → Nov 6+8.7%

+15.4%1 yearTotal return+9.8%

+15.6%3 years · per year$10,000 became $15,457 · $18,084+21.8%

+3.4%5 years · per year$10,000 became $11,821 · $17,177+11.4%

0.51%Expense ratio$51 · $3 a year on $10k · lower is better0.03%

2.57%Trailing 12-mo yield$257 · $114 a year on $10k1.14%

−12.1%Worst dropSmaller is better−8.9%

13.7%VolatilityLower is calmer13.6%

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

3–5IVV wins

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

More Ways to See the Pairs

FRI vs IVV: Top 5 Holdings

Today

FRI

35.5%in top 5

IVV

in top 527.8%

FRIStockIVV

12.9%WELLnot top 5

8.9%PLDnot top 5

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

4.6%SPGnot top 5

4.5%EQIXnot top 5

4.5%DLRnot top 5

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common1.6%

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

FRI vs IVV Returns, Every Period

First TrustFRI

+3.4%

5 years, per year

IVViShares

+11.4%

5 years, per year

FRIIVVFaded: behind in that period

2–2Level

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

Sector vs Core: FRI vs IVV

YTD

First TrustFRI

+15.7%

IVViShares

+8.7%

+15.7%Year to date+8.7%

−12.1%Worst drop · 1Y−8.9%

13.7%Volatility · 1Y13.6%

2.6%Yield1.1%

$209MAssets$853B

2–2level

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

Cost, Income and Risk

Fees: FRI, IVV, SPY

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

FRI0.51%$51

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

Yields: FRI, IVV, SPY

2.57%highest, FRI

FundTrailing yieldYield$10k

FRI2.57%$257

IVV1.14%$114

SPY1.03%$103

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

Income After Fees on $10,000

$206most kept, FRI

FRI$257 − $51 = $206

IVV$114 − $3 = $111

SPY$103 − $9 = $94

KeptFee

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

Overlap: FRI, IVV, SPY

Today

99.9%most shared, IVV and SPY

FRIIVVSPY

FRI—1.6%1.6%

IVV1.6%—99.9%

SPY1.6%99.9%—

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

Return vs Bumpiness: 3 ETFs

+15.4%FRI, at 13.7% volatility

SPYWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

FRIWorst drop−12.1%13.7% vol

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

Paid More vs Made More

YTD

FRIIVV

+15.7%Year to date+8.7%

2.6%Yield1.1%

+15.4%Past year+9.8%

0.51%Fee0.03%

3–1FRI 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