Compare · 3 funds side by side · dividends reinvested

IVV, FRI and SPY

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

Story of the three · IncomeMost incomeFRI · 2.54% · $254 a year on $10k

Story of the three · RiskSmallest drop

IVV, FRI and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+12.3%+12.7%+21.9%+11.9%−8.9%13.7%$883B1.8

First Trust S&P REIT Index FundSectors · Real estate0.51%2.54%+17.2%+15.8%+14.7%+3.2%−12.1%13.7%$211M2.0

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.00%+12.3%+12.7%+21.8%+11.8%−8.9%13.7%$793B2.3

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

End-of-day Nov 11, 2026 · returns include dividends · since: IVV 2000 · FRI 2007 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Core S&P 500 ETF · $883B$17,530

IVV

FRI

First Trust S&P REIT Index Fund · $211M$11,726

$10,000 five years ago, dividends reinvested · they hold 1.5% in common

IVVMeasure

More Ways to See the Pairs

IVV vs FRI: Top 5 Holdings

Today

IVV

26.9%in top 5

FRI

in top 535.9%

IVVStockFRI

not top 5WELL12.9%

not top 5PLD8.9%

7.8%AAPLnot top 5

6.3%NVDAnot top 5

6.1%MSFTnot top 5

Cost, Income and Risk

Fees: IVV, FRI, SPY

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

FRI0.51%$51

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

Yields: IVV, FRI, SPY

1Y

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

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%

FRI

+12.3%Year to dateJan 1 → Nov 11+17.2%

+12.7%1 yearTotal return+15.8%

+21.9%3 years · per year$10,000 became $18,122 · $15,096+14.7%

+11.9%5 years · per year$10,000 became $17,530 · $11,726+3.2%

0.03%Expense ratio$3 · $51 a year on $10k · lower is better0.51%

1.10%Trailing 12-mo yield$110 · $254 a year on $10k2.54%

−8.9%Worst dropSmaller is better−12.1%

13.7%VolatilityLower is calmer13.7%

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

4–3IVV wins

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

not top 5EQIX4.7%

not top 5SPG4.7%

not top 5DLR4.6%

4.1%AMZNnot top 5

2.6%GOOGLnot top 5

Held in common1.5%

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

IVV vs FRI Returns, Every Period

5Y

iSharesIVV

+11.9%

5 years, per year

FRIFirst Trust

+3.2%

5 years, per year

IVVFRIFaded: behind in that period

2–2Level

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

Core vs Sector: IVV vs FRI

YTD

iSharesIVV

+12.3%

FRIFirst Trust

+17.2%

+12.3%Year to date+17.2%

−8.9%Worst drop · 1Y−12.1%

13.7%Volatility · 1Y13.7%

1.1%Yield2.5%

$883BAssets$211M

2–1FRI wins

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

2.54%highest, FRI

FundTrailing yieldYield$10k

FRI2.54%$254

IVV1.10%$110

SPY1.00%$100

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

Income After Fees on $10,000

1Y

$203most kept, FRI

FRI$254 − $51 = $203

IVV$110 − $3 = $107

SPY$100 − $9 = $91

KeptFee

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

Overlap: IVV, FRI, SPY

Today

99.9%most shared, IVV and SPY

IVVFRISPY

IVV—1.5%99.9%

FRI1.5%—1.5%

SPY99.9%1.5%—

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

Return vs Bumpiness: 3 ETFs

1Y

+15.8%FRI, at 13.7% volatility

FRIWorst drop−12.1%13.7% vol

SPYWorst drop−8.9%13.7% 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

FRIIVV

+17.2%Year to date+12.3%

2.5%Yield1.1%

+15.8%Past year+12.7%

0.51%Fee0.03%

3–1FRI wins

End-of-day Nov 11, 2026

Year to date

+12.3%

1.1%Yield1.1%

$1.00TAssets$883B

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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IVV, FRI and SPY

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three