IVV vs SRET

AIVV

BSRET

Measures won4–2IVV wins · of 6 · 5Y

$10,000 · 5Y$17,414IVV · SRET $10,285

Lowest cost0.03%IVV · $3 on $10k

Most income9.61%SRET · $961 on $10k

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

Held in common0.0%IVV and SRET

iShares Core S&P 500 ETF · $875BGlobal X - SuperDividend REIT ETF · $203M

+21.5%3 years · per year$17,934 · $13,129+9.5%

+11.7%5 years · per year$17,414 · $10,285+0.6%

0.03%Expense ratio$3 · $58 on $10k · lower wins0.58%

1.11%12-mo yield$111 · $961 on $10k9.61%

End-of-day Nov 10, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

5Y2 funds

#			Trend
1	AIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.11%	−0.4%	+10.9%	+13.0%	+21.5%	+11.7%	−8.9%	$875.2B
2	BSRET	Global X - SuperDividend REIT ETFRead Desk		0.58%	9.61%	−1.0%	0.0%	+1.6%	+9.5%	+0.6%	−15.5%	$203M

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

5Y2 funds

#			Trend
1	AIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.11%	−0.4%	+10.9%	+13.0%	+21.5%	+11.7%	−8.9%	$875.2B
2	BSRET	Global X - SuperDividend REIT ETFRead Desk		0.58%	9.61%	−1.0%	0.0%	+1.6%	+9.5%	+0.6%	−15.5%	$203M

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IVV

iShares Core S&P 500

$17,414

SRET

Global X - SuperDividend REIT

$10,285

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