FREI vs IVV

AFREI

BIVV

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$17,553SPYM · IVV $17,545

Lowest cost0.02%SPYM · $2 on $10k

Most income1.90%FREI · $190 on $10k

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

Held in common1.6%FREI and IVV

FREI

IVV

Fidelity Real Estate Income ETF · $51MiShares Core S&P 500 ETF · $853B

[…]3 years · per year[…] · $18,159+22.0%

[…]5 years · per year[…] · $17,545+11.9%

0.76%Expense ratio$76 · $3 on $10k · lower wins0.03%

1.90%12-mo yield$190 · $111 on $10k1.11%

[…]Worst dropSmaller wins−8.9%

[…]VolatilityLower wins13.8%

1–1Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFREI · IVV

1.7%WELL0.3%

1.5%PLD0.2%

1.5%EQIX0.2%

2.1%AMT0.1%

Held in common1.6%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	SPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
3	AFREI	Fidelity Real Estate Income ETFRead Desk	0.76%	1.90%	+0.5%	new	new	new	new	[…]	$51M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
3	AFREI	Fidelity Real Estate Income ETFRead Desk	0.76%	1.90%	+0.5%	new	new	new	new	[…]	$51M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FREI vs IVV

FREI

Fidelity Real Estate Income

[…]

IVV

iShares Core S&P 500

$17,545

MeasureFREIIVV

Fee0.76%0.03%

Cost on $10k a year$76$3

Yield1.90%1.11%

5 years, per year[…]+11.9%

3 years, per year[…]+22.0%

Worst drop · 1Y[…]−8.9%

Volatility · 1Y[…]13.8%

1–1measures won
level

1.6%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

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

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: FREI, IVV, SPYM

Today

99.9%most shared, IVV and SPYM

FREIIVVSPYM

FREI—1.6%1.6%

IVV1.6%—99.9%

SPYM1.6%99.9%—

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

Income After Fees on $10,000

$114most kept, FREI

FREI$190 − $76 = $114

IVV$111 − $3 = $108

SPYM$103 − $2 = $101

KeptFee

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