Compare · 3 funds side by side · dividends reinvested

VNQ, IVV and XLF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,545IVV · best of the three

02 / 04

VNQ, IVV and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$853B1.6

Vanguard Real Estate ETFSectors · Real estate0.13%3.50%+13.1%+13.7%+13.0%+1.5%−11.4%14.3%$35.9B2.0

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.42%+7.2%+12.4%+22.2%+9.4%−14.8%15.3%$53.4B2.4

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

End-of-day Nov 9, 2026 · returns include dividends · since: VNQ 2004 · IVV 2000 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Real Estate ETF · $35.9B$10,786

VNQ

IVV

iShares Core S&P 500 ETF · $853B$17,545

$10,000 five years ago, dividends reinvested · they hold 1.9% in common

VNQMeasureIVV

+13.1%Year to dateJan 1 → Nov 9+11.3%

+13.7%1 yearTotal return+13.6%

+13.0%3 years · per year$10,000 became $14,443 · $18,159+22.0%

+1.5%5 years · per year$10,000 became $10,786 · $17,545+11.9%

0.13%Expense ratio$13 · $3 a year on $10k · lower is better0.03%

3.50%Trailing 12-mo yield$350 · $111 a year on $10k1.11%

−11.4%Worst dropSmaller is better−8.9%

14.3%VolatilityLower is calmer13.8%

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

3–5IVV wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VNQ vs IVV: Top 5 Holdings

Today

VNQ

34.7%in top 5

IVV

in top 527.8%

VNQStockIVV

10.7%WELLnot top 5

8.0%PLDnot top 5

not top 5AAPL7.9%

not top 5NVDA7.1%

6.6%EQIXnot top 5

not top 5MSFT6.2%

5.1%AMTnot top 5

4.3%SPGnot top 5

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common1.9%

End-of-day Nov 9, 2026 · share of each fund

VNQ vs IVV Returns, Every Period

VanguardVNQ

+1.5%

5 years, per year

IVViShares

+11.9%

5 years, per year

VNQIVVFaded: behind in that period

2–2Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

VNQ vs XLF

YTD

VanguardVNQ

+13.1%

XLFSPDR

+7.2%

+13.1%Year to date+7.2%

−11.4%Worst drop · 1Y−14.8%

14.3%Volatility · 1Y15.3%

3.5%Yield1.4%

$35.9BAssets$53.4B

4–0VNQ wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VNQ, IVV, XLF

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

XLF0.08%$8

VNQ0.13%$13

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: VNQ, IVV, XLF

3.50%highest, VNQ

FundTrailing yieldYield$10k

VNQ3.50%$350

XLF1.42%$142

IVV1.11%$111

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$337most kept, VNQ

VNQ$350 − $13 = $337

XLF$142 − $8 = $134

IVV$111 − $3 = $108

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: VNQ, IVV, XLF

Today

12.6%most shared, IVV and XLF

VNQIVVXLF

VNQ—1.9%0.0%

IVV1.9%—12.6%

XLF0.0%12.6%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.7%VNQ, at 14.3% volatility

IVVWorst drop−8.9%13.8% vol

VNQWorst drop−11.4%14.3% vol

XLFWorst drop−14.8%15.3% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

VNQIVV

+13.1%Year to date+11.3%

3.5%Yield1.1%

+13.7%Past year+13.6%

0.13%Fee0.03%

3–1VNQ wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VNQ vs SCHH

YTD

VanguardVNQ

+13.1%

SCHHSchwab

+16.5%

+13.1%Year to date+16.5%

3.5%Yield2.8%

$35.9BAssets$11.2B

1–1level

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026