IVV vs FRI

AIVV

BFRI

Measures won5–1IVV 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%IVV and FRI

IVV

FRI

iShares Core S&P 500 ETF · $850BFirst Trust S&P REIT Index Fund · $209M

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

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

0.03%Expense ratio$3 · $51 on $10k · lower wins0.51%

1.14%12-mo yield$114 · $256 on $10k2.56%

−8.9%Worst dropSmaller wins−12.1%

13.6%VolatilityLower wins13.7%

5–1IVV wins

$10,000 · 5 yearsOne scale

Shared top holdingsIVV · FRI

0.3%WELL12.9%

0.2%PLD9.0%

0.2%EQIX4.7%

0.1%SPG4.8%

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	AIVV	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	BFRI	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	AIVV	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	BFRI	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

IVV vs FRI

IVV

iShares Core S&P 500

$17,152

FRI

First Trust S&P REIT Index Fund

$11,730

MeasureIVVFRI

Fee0.03%0.51%

Cost on $10k a year$3$51

Yield1.14%2.56%

5 years, per year+11.4%+3.2%

3 years, per year+22.1%+16.0%

Worst drop · 1Y−8.9%−12.1%

Volatility · 1Y13.6%13.7%

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: IVV, FRI

Today

1.5%most shared, IVV and FRI

IVVFRI

IVV—1.5%

FRI1.5%—

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