FREI vs VIG

AFREI

BVIG

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$17,543VOO · VIG $16,638

Lowest cost0.03%VOO · $3 on $10k

Most income1.90%FREI · $190 on $10k

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common0.0%FREI and VIG

FREI

VIG

Fidelity Real Estate Income ETF · $51MVanguard Dividend Appreciation ETF · $109B

[…]3 years · per year[…] · $16,775+18.8%

[…]5 years · per year[…] · $16,638+10.7%

0.76%Expense ratio$76 · $4 on $10k · lower wins0.04%

1.90%12-mo yield$190 · $146 on $10k1.46%

[…]Worst dropSmaller wins−7.9%

[…]VolatilityLower wins11.0%

1–1Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFREI · VIG

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
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 VIG

FREI

Fidelity Real Estate Income

[…]

VIG

Vanguard Dividend Appreciation

$16,638

MeasureFREIVIG

Fee0.76%0.04%

Cost on $10k a year$76$4

Yield1.90%1.46%

5 years, per year[…]+10.7%

3 years, per year[…]+18.8%

Worst drop · 1Y[…]−7.9%

Volatility · 1Y[…]11.0%

1–1measures won
level

0.0%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

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$875B

0–0level

End-of-day Nov 9, 2026

Overlap: FREI, VIG, VOO

Today

40.3%most shared, VIG and VOO

FREIVIGVOO

FREI—0.0%1.5%

VIG0.0%—40.3%

VOO1.5%40.3%—

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

Income After Fees on $10,000

$142most kept, VIG

VIG$146 − $4 = $142

FREI$190 − $76 = $114

VOO$107 − $3 = $104

KeptFee

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