FRI vs IVV

AFRI

BIVV

Measures won1–5IVV wins · of 6 · 5Y

$10,000 · 5Y$17,151IVV · FRI $11,730

Lowest cost0.03%IVV · $3 on $10k

Most income2.56%FRI · $256 on $10k

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

Held in common1.5%FRI and IVV

FRI

IVV

First Trust S&P REIT Index Fund · $209MiShares Core S&P 500 ETF · $850B

+16.0%3 years · per year$15,611 · $18,221+22.1%

+3.2%5 years · per year$11,730 · $17,151+11.4%

0.51%Expense ratio$51 · $3 on $10k · lower wins0.03%

2.56%12-mo yield$256 · $114 on $10k1.14%

−12.1%Worst dropSmaller wins−8.9%

13.7%VolatilityLower wins13.6%

1–5IVV wins

$10,000 · 5 yearsOne scale

Shared top holdingsFRI · IVV

12.9%WELL0.3%

9.0%PLD0.2%

4.7%EQIX0.2%

4.8%SPG0.1%

Held in common1.5%

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

Both

5Y2 funds

#			Trend
1	BIVV	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
2	AFRI	First Trust S&P REIT Index FundRead Desk		0.51%	2.56%	−1.6%	+16.0%	+15.9%	+16.0%	+3.2%	−12.1%	$209M

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

Both

5Y2 funds

#			Trend
1	BIVV	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
2	AFRI	First Trust S&P REIT Index FundRead Desk		0.51%	2.56%	−1.6%	+16.0%	+15.9%	+16.0%	+3.2%	−12.1%	$209M

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

FRI vs IVV

FRI

First Trust S&P REIT Index Fund

$11,730

IVV

iShares Core S&P 500

$17,152

MeasureFRIIVV

Fee0.51%0.03%

Cost on $10k a year$51$3

Yield2.56%1.14%

5 years, per year+3.2%+11.4%

3 years, per year+16.0%+22.1%

Worst drop · 1Y−12.1%−8.9%

Volatility · 1Y13.7%13.6%

5–1measures won
IVV first

1.5%

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

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

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

Overlap: FRI, IVV

Today

1.5%most shared, FRI and IVV

FRIIVV

FRI—1.5%

IVV1.5%—

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

Income After Fees on $10,000

$205most kept, FRI

FRI$256 − $51 = $205

IVV$114 − $3 = $111

KeptFee

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