IVV vs USRT

AIVV

BUSRT

Measures won5–1IVV wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV · SPY $17,118

Lowest cost0.03%IVV · $3 on $10k

Most income2.69%USRT · $269 on $10k

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

Held in common1.6%IVV and USRT

IVV

USRT

iShares Core S&P 500 ETF · $850BiShares Core U.S. REIT ETF · $4.3B

+21.8%3 years · per year$18,084 · $15,602+16.0%

+11.4%5 years · per year$17,177 · $12,000+3.7%

0.03%Expense ratio$3 · $8 on $10k · lower wins0.08%

1.14%12-mo yield$114 · $269 on $10k2.69%

−8.9%Worst dropSmaller wins−12.4%

13.6%VolatilityLower wins13.9%

5–1IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · USRT

0.3%WELL9.3%

0.2%PLD6.8%

0.2%EQIX5.9%

0.1%SPG4.8%

Held in common1.6%

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	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
3	BUSRT	iShares Core U.S. REIT ETFRead Desk	0.08%	2.69%	−0.3%	+16.2%	+16.0%	+16.0%	+3.7%	−12.4%	$4.3B

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	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
3	BUSRT	iShares Core U.S. REIT ETFRead Desk	0.08%	2.69%	−0.3%	+16.2%	+16.0%	+16.0%	+3.7%	−12.4%	$4.3B

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 USRT

IVV

iShares Core S&P 500

$17,177

USRT

iShares Core U.S. REIT

$12,000

MeasureIVVUSRT

Fee0.03%0.08%

Cost on $10k a year$3$8

Yield1.14%2.69%

5 years, per year+11.4%+3.7%

3 years, per year+21.8%+16.0%

Worst drop · 1Y−8.9%−12.4%

Volatility · 1Y13.6%13.9%

5–1measures won
IVV first

1.6%

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

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

Overlap: IVV, USRT, SPY

Today

99.9%most shared, IVV and SPY

IVVUSRTSPY

IVV—1.6%99.9%

USRT1.6%—1.6%

SPY99.9%1.6%—

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

Income After Fees on $10,000

$261most kept, USRT

USRT$269 − $8 = $261

IVV$114 − $3 = $111

SPY$103 − $9 = $94

KeptFee

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