FRI vs VOO

AFRI

BVOO

Measures won1–5VOO wins · of 6 · 5Y

$10,000 · 5Y$17,156VOO · IVV $17,151

Lowest cost0.03%VOO · $3 on $10k

Most income2.56%FRI · $256 on $10k

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

Held in common1.4%FRI and VOO

FRI

VOO

First Trust S&P REIT Index Fund · $209MVanguard S&P 500 ETF · $1.00T

+16.0%3 years · per year$15,611 · $18,224+22.1%

+3.2%5 years · per year$11,730 · $17,156+11.4%

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

2.56%12-mo yield$256 · $110 on $10k1.10%

−12.1%Worst dropSmaller wins−8.9%

13.7%VolatilityLower wins13.5%

1–5VOO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFRI · VOO

12.9%WELL0.3%

9.0%PLD0.2%

4.7%EQIX0.2%

4.8%SPG0.1%

Held in common1.4%

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	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

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	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 VOO

FRI

First Trust S&P REIT Index Fund

$11,730

VOO

Vanguard S&P 500

$17,156

MeasureFRIVOO

Fee0.51%0.03%

Cost on $10k a year$51$3

Yield2.56%1.10%

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%13.5%

5–1measures won
VOO first

1.4%

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: FRI, VOO, IVV

Today

93.5%most shared, VOO and IVV

FRIVOOIVV

FRI—1.4%1.5%

VOO1.4%—93.5%

IVV1.5%93.5%—

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

VOO$110 − $3 = $107

KeptFee

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