RWR vs IVV

ARWR

BIVV

Measures won1–5IVV wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO · IVV $17,177

Lowest cost0.03%IVV · $3 on $10k

Most income3.39%RWR · $339 on $10k

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

Held in common1.5%RWR and IVV

RWR

IVV

State Street SPDR Dow Jones REIT ETF · $1.9BiShares Core S&P 500 ETF · $853B

+15.9%3 years · per year$15,574 · $18,084+21.8%

+3.2%5 years · per year$11,716 · $17,177+11.4%

0.25%Expense ratio$25 · $3 on $10k · lower wins0.03%

3.39%12-mo yield$339 · $114 on $10k1.14%

−12.8%Worst dropSmaller wins−8.9%

14.2%VolatilityLower wins13.6%

1–5IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsRWR · IVV

10.3%WELL0.3%

9.4%PLD0.2%

4.3%EQIX0.2%

4.9%SPG0.1%

Held in common1.5%

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
3	ARWR	State Street SPDR Dow Jones REIT ETFRead Desk	0.25%	3.39%	−0.2%	+15.8%	+16.3%	+15.9%	+3.2%	−12.8%	$1.9B

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
3	ARWR	State Street SPDR Dow Jones REIT ETFRead Desk	0.25%	3.39%	−0.2%	+15.8%	+16.3%	+15.9%	+3.2%	−12.8%	$1.9B

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

RWR vs IVV

RWR

SPDR Dow Jones REIT

$11,716

IVV

iShares Core S&P 500

$17,177

MeasureRWRIVV

Fee0.25%0.03%

Cost on $10k a year$25$3

Yield3.39%1.14%

5 years, per year+3.2%+11.4%

3 years, per year+15.9%+21.8%

Worst drop · 1Y−12.8%−8.9%

Volatility · 1Y14.2%13.6%

5–1measures won
IVV first

1.5%

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: RWR, IVV, VOO

Today

92.2%most shared, IVV and VOO

RWRIVVVOO

RWR—1.5%1.3%

IVV1.5%—92.2%

VOO1.3%92.2%—

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

Income After Fees on $10,000

$314most kept, RWR

RWR$339 − $25 = $314

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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