BBRE vs VOO

ABBRE

BVOO

Measures won1–5VOO wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO · BBRE $11,841

Lowest cost0.03%VOO · $3 on $10k

Most income2.78%BBRE · $278 on $10k

Smallest drop−8.9%VOO · worst fall in 1Y

Held in common1.4%BBRE and VOO

BBRE

VOO

JPMorgan BetaBuilders MSCI US REIT ETF · $1.3BVanguard S&P 500 ETF · $1.00T

+15.5%3 years · per year$15,424 · $18,079+21.8%

+3.4%5 years · per year$11,841 · $17,177+11.4%

0.11%Expense ratio$11 · $3 on $10k · lower wins0.03%

2.78%12-mo yield$278 · $110 on $10k1.10%

−12.5%Worst dropSmaller wins−8.9%

14.2%VolatilityLower wins13.5%

1–5VOO wins

$10,000 · 5 yearsOne scale

Shared top holdingsBBRE · VOO

12.6%WELL0.3%

8.7%PLD0.2%

4.0%EQIX0.2%

4.7%SPG0.1%

Held in common1.4%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	ABBRE	JPMorgan BetaBuilders MSCI US REIT ETFRead Desk		0.11%	2.78%	−0.3%	+15.8%	+15.5%	+15.5%	+3.4%	−12.5%	$1.3B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	ABBRE	JPMorgan BetaBuilders MSCI US REIT ETFRead Desk		0.11%	2.78%	−0.3%	+15.8%	+15.5%	+15.5%	+3.4%	−12.5%	$1.3B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

BBRE vs VOO

BBRE

JPMorgan BetaBuilders MSCI US REIT

$11,841

VOO

Vanguard S&P 500

$17,177

MeasureBBREVOO

Fee0.11%0.03%

Cost on $10k a year$11$3

Yield2.78%1.10%

5 years, per year+3.4%+11.4%

3 years, per year+15.5%+21.8%

Worst drop · 1Y−12.5%−8.9%

Volatility · 1Y14.2%13.5%

5–1measures won
VOO first

1.4%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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$850B

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

Overlap: BBRE, VOO

Today

1.4%most shared, BBRE and VOO

BBREVOO

BBRE—1.4%

VOO1.4%—

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

Income After Fees on $10,000

$267most kept, BBRE

BBRE$278 − $11 = $267

VOO$110 − $3 = $107

KeptFee

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