IVV vs LPRE

AIVV

BLPRE

Measures won3–1IVV wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO · IVV $17,177

Lowest cost0.03%IVV · $3 on $10k

Most income1.74%LPRE · $174 on $10k

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

Held in common1.0%IVV and LPRE

IVV

LPRE

iShares Core S&P 500 ETF · $853BLong Pond Real Estate Select ETF · $202M

+21.8%3 years · per year$18,084 · […][…]

+11.4%5 years · per year$17,177 · […][…]

0.03%Expense ratio$3 · $100 on $10k · lower wins1.00%

1.14%12-mo yield$114 · $174 on $10k1.74%

−8.9%Worst dropSmaller wins−12.8%

13.6%VolatilityLower wins15.9%

3–1IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · LPRE

0.2%PLD4.7%

0.2%EQIX1.2%

0.1%AMT1.5%

0.1%HLT2.7%

Held in common1.0%

End-of-day Nov 6, 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%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
3	BLPRE	Long Pond Real Estate Select ETFRead Desk	1.00%	1.74%	−0.3%	+11.9%	+16.8%	new	new	−12.8%	$202M

End-of-day Nov 6, 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%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
3	BLPRE	Long Pond Real Estate Select ETFRead Desk	1.00%	1.74%	−0.3%	+11.9%	+16.8%	new	new	−12.8%	$202M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IVV vs LPRE

IVV

iShares Core S&P 500

$17,177

LPRE

Long Pond Real Estate Select

[…]

MeasureIVVLPRE

Fee0.03%1.00%

Cost on $10k a year$3$100

Yield1.14%1.74%

5 years, per year+11.4%[…]

3 years, per year+21.8%[…]

Worst drop · 1Y−8.9%−12.8%

Volatility · 1Y13.6%15.9%

3–1measures won
IVV first

1.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: IVV, LPRE, VOO

Today

92.2%most shared, IVV and VOO

IVVLPREVOO

IVV—1.0%92.2%

LPRE1.0%—0.9%

VOO92.2%0.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VOO$110 − $3 = $107

LPRE$174 − $100 = $74

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee