FREL vs VOO

AFREL

BVOO

Measures won1–5VOO wins · of 6 · 5Y

$10,000 · 5Y$17,156VOO · IVV $17,151

Lowest cost0.03%VOO · $3 on $10k

Most income3.33%FREL · $333 on $10k

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

Held in common1.6%FREL and VOO

FREL

VOO

Fidelity MSCI Real Estate Index ETF · $1.4BVanguard S&P 500 ETF · $1.00T

+13.9%3 years · per year$14,795 · $18,224+22.1%

+1.1%5 years · per year$10,568 · $17,156+11.4%

0.08%Expense ratio$8 · $3 on $10k · lower wins0.03%

3.33%12-mo yield$333 · $110 on $10k1.10%

−11.6%Worst dropSmaller wins−8.9%

14.2%VolatilityLower wins13.5%

1–5VOO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFREL · VOO

9.7%WELL0.3%

7.2%PLD0.2%

5.5%EQIX0.2%

4.9%AMT0.1%

Held in common1.6%

End-of-day Nov 5, 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	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
3	AFREL	Fidelity MSCI Real Estate Index ETFRead Desk	0.08%	3.33%	−1.8%	+11.6%	+11.7%	+13.9%	+1.1%	−11.6%	$1.4B

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

All Three

5Y3 funds

#
1	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
3	AFREL	Fidelity MSCI Real Estate Index ETFRead Desk	0.08%	3.33%	−1.8%	+11.6%	+11.7%	+13.9%	+1.1%	−11.6%	$1.4B

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

Cards for this view

FREL vs VOO

FREL

Fidelity MSCI Real Estate Index

$10,568

VOO

Vanguard S&P 500

$17,156

MeasureFRELVOO

Fee0.08%0.03%

Cost on $10k a year$8$3

Yield3.33%1.10%

5 years, per year+1.1%+11.4%

3 years, per year+13.9%+22.1%

Worst drop · 1Y−11.6%−8.9%

Volatility · 1Y14.2%13.5%

5–1measures won
VOO first

1.6%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: FREL, VOO, IVV

Today

93.5%most shared, VOO and IVV

FRELVOOIVV

FREL—1.6%1.8%

VOO1.6%—93.5%

IVV1.8%93.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$325most kept, FREL

FREL$333 − $8 = $325

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee