IVV vs PPTY

AIVV

BPPTY

Measures won5–1IVV wins · of 6 · 5Y

$10,000 · 5Y$17,151IVV · PPTY $10,516

Lowest cost0.03%IVV · $3 on $10k

Most income2.53%PPTY · $253 on $10k

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

Held in common1.6%IVV and PPTY

IVV

PPTY

iShares Core S&P 500 ETF · $887BUS Diversified Real Estate ETF · $23M

+22.1%3 years · per year$18,221 · $14,291+12.6%

+11.4%5 years · per year$17,151 · $10,516+1.0%

0.03%Expense ratio$3 · $53 on $10k · lower wins0.53%

1.14%12-mo yield$114 · $253 on $10k2.53%

−8.9%Worst dropSmaller wins−11.8%

13.6%VolatilityLower wins14.0%

5–1IVV wins

$10,000 · 5 yearsOne scale

Shared top holdingsIVV · PPTY

0.3%WELL3.3%

0.2%PLD3.8%

0.2%EQIX4.4%

0.1%MAR2.6%

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

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%	$886.8B
2	BPPTY	US Diversified Real Estate ETFRead Desk		0.53%	2.53%	−1.5%	+12.6%	+13.8%	+12.6%	+1.0%	−11.8%	$23M

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%	$886.8B
2	BPPTY	US Diversified Real Estate ETFRead Desk		0.53%	2.53%	−1.5%	+12.6%	+13.8%	+12.6%	+1.0%	−11.8%	$23M

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 PPTY

IVV

iShares Core S&P 500

$17,152

PPTY

US Diversified Real Estate

$10,516

MeasureIVVPPTY

Fee0.03%0.53%

Cost on $10k a year$3$53

Yield1.14%2.53%

5 years, per year+11.4%+1.0%

3 years, per year+22.1%+12.6%

Worst drop · 1Y−8.9%−11.8%

Volatility · 1Y13.6%14.0%

5–1measures won
IVV 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$805B

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$887B

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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: IVV, PPTY

Today

1.6%most shared, IVV and PPTY

IVVPPTY

IVV—1.6%

PPTY1.6%—

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

Income After Fees on $10,000

$200most kept, PPTY

PPTY$253 − $53 = $200

IVV$114 − $3 = $111

KeptFee

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