PSR vs IVV

APSR

BIVV

Measures won1–5IVV wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV · PSR $10,736

Lowest cost0.03%IVV · $3 on $10k

Most income2.64%PSR · $264 on $10k

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

Held in common1.4%PSR and IVV

PSR

IVV

Invesco Active U.S. Real Estate ETF · $60MiShares Core S&P 500 ETF · $850B

+13.3%3 years · per year$14,541 · $18,084+21.8%

+1.4%5 years · per year$10,736 · $17,177+11.4%

0.35%Expense ratio$35 · $3 on $10k · lower wins0.03%

2.64%12-mo yield$264 · $114 on $10k1.14%

−11.2%Worst dropSmaller wins−8.9%

14.3%VolatilityLower wins13.6%

1–5IVV wins

$10,000 · 5 yearsOne scale

Shared top holdingsPSR · IVV

10.6%WELL0.3%

8.4%PLD0.2%

7.3%EQIX0.2%

7.1%AMT0.1%

Held in common1.4%

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

Both

5Y2 funds

#			Trend
1	BIVV	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	APSR	Invesco Active U.S. Real Estate ETFRead Desk		0.35%	2.64%	−0.6%	+16.4%	+15.9%	+13.3%	+1.4%	−11.2%	$60M

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

Both

5Y2 funds

#			Trend
1	BIVV	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	APSR	Invesco Active U.S. Real Estate ETFRead Desk		0.35%	2.64%	−0.6%	+16.4%	+15.9%	+13.3%	+1.4%	−11.2%	$60M

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

PSR vs IVV

PSR

Invesco Active U.S. Real Estate

$10,736

IVV

iShares Core S&P 500

$17,177

MeasurePSRIVV

Fee0.35%0.03%

Cost on $10k a year$35$3

Yield2.64%1.14%

5 years, per year+1.4%+11.4%

3 years, per year+13.3%+21.8%

Worst drop · 1Y−11.2%−8.9%

Volatility · 1Y14.3%13.6%

5–1measures won
IVV first

1.4%

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: PSR, IVV

Today

1.4%most shared, PSR and IVV

PSRIVV

PSR—1.4%

IVV1.4%—

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

Income After Fees on $10,000

$229most kept, PSR

PSR$264 − $35 = $229

IVV$114 − $3 = $111

KeptFee

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