REAI vs IVV

AREAI

BIVV

Measures won1–4IVV wins · of 6 · 5Y

$10,000 · 5Y$17,156VOO · IVV $17,151

Lowest cost0.03%IVV · $3 on $10k

Most income2.38%REAI · $238 on $10k

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

Held in common0.9%REAI and IVV

REAI

IVV

Intelligent Real Estate ETF · $1MiShares Core S&P 500 ETF · $887B

+10.0%3 years · per year$13,305 · $18,221+22.1%

[…]5 years · per year[…] · $17,151+11.4%

0.59%Expense ratio$59 · $3 on $10k · lower wins0.03%

2.38%12-mo yield$238 · $114 on $10k1.14%

−10.2%Worst dropSmaller wins−8.9%

15.0%VolatilityLower wins13.6%

1–4IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsREAI · IVV

4.2%PLD0.2%

10.0%EQIX0.2%

5.2%AMT0.1%

9.5%DLR0.1%

Held in common0.9%

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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	BIVV	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
3	AREAI	Intelligent Real Estate ETFRead Desk	0.59%	2.38%	−2.9%	+10.0%	+4.1%	+10.0%	new	−10.2%	$1M

End-of-day Nov 5, 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%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	BIVV	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
3	AREAI	Intelligent Real Estate ETFRead Desk	0.59%	2.38%	−2.9%	+10.0%	+4.1%	+10.0%	new	−10.2%	$1M

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

REAI vs IVV

REAI

Intelligent Real Estate

[…]

IVV

iShares Core S&P 500

$17,151

MeasureREAIIVV

Fee0.59%0.03%

Cost on $10k a year$59$3

Yield2.38%1.14%

5 years, per year[…]+11.4%

3 years, per year+10.0%+22.1%

Worst drop · 1Y−10.2%−8.9%

Volatility · 1Y15.0%13.6%

4–1measures won
IVV first

0.9%

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: REAI, IVV, VOO

Today

93.5%most shared, IVV and VOO

REAIIVVVOO

REAI—0.9%0.8%

IVV0.9%—93.5%

VOO0.8%93.5%—

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

Income After Fees on $10,000

$179most kept, REAI

REAI$238 − $59 = $179

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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