Compare · 2 funds side by side · dividends reinvested

VGSR and IVV

VGSRVert×IVViShares×

Versus in desk

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

02 / 04

VGSR 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%$853B1.4

Vert Global Sustainable Real Estate ETFSectors · Real estate0.51%2.85%+9.2%+8.9%[…][…]−10.6%13.3%$507M1.5

Rank among the two1st → 2ndFee, 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: VGSR 2017 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Vert Global Sustainable Real Estate ETF · $507M[…]

VGSR

IVV

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

$10,000 five years ago, dividends reinvested · they hold 1.4% in common

VGSRMeasureIVV

+9.2%Year to dateJan 1 → Nov 6+8.7%

+8.9%1 yearTotal return+9.8%

[…]3 years · per year$10,000 became […] · $18,084+21.8%

[…]5 years · per year$10,000 became […] · $17,177+11.4%

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

2.85%Trailing 12-mo yield$285 · $114 a year on $10k1.14%

−10.6%Worst dropSmaller is better−8.9%

13.3%VolatilityLower is calmer13.6%

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

3–3Level

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

More Ways to See the Pairs

VGSR vs IVV: Top 5 Holdings

Today

VGSR

24.5%in top 5

IVV

in top 527.8%

VGSRStockIVV

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

5.1%AMTnot top 5

5.1%SPGnot top 5

5.0%WELLnot top 5

4.7%PLDnot top 5

4.5%EQRnot top 5

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common1.4%

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

VGSR vs IVV Returns, Every Period

VertVGSR

+8.9%

past year

IVViShares

+9.8%

past year

VGSRIVVFaded: behind in that period

1–1Level

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

Sector vs Core: VGSR vs IVV

YTD

VertVGSR

+9.2%

IVViShares

+8.7%

+9.2%Year to date+8.7%

−10.6%Worst drop · 1Y−8.9%

13.3%Volatility · 1Y13.6%

2.8%Yield1.1%

$507MAssets$853B

3–1VGSR wins

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

Cost, Income and Risk

Fees: VGSR, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VGSR0.51%$51

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

Yields: VGSR, IVV

2.85%highest, VGSR

FundTrailing yieldYield$10k

VGSR2.85%$285

IVV1.14%$114

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

Income After Fees on $10,000

$234most kept, VGSR

VGSR$285 − $51 = $234

IVV$114 − $3 = $111

KeptFee

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

Overlap: VGSR, IVV

Today

1.4%most shared, VGSR and IVV

VGSRIVV

VGSR—1.4%

IVV1.4%—

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

Return vs Bumpiness: 2 ETFs

+9.8%IVV, at 13.6% volatility

VGSRWorst drop−10.6%13.3% vol

IVVWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

VGSRIVV

+9.2%Year to date+8.7%

2.8%Yield1.1%

+8.9%Past year+9.8%

0.51%Fee0.03%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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