USRT vs IVV

AUSRT

BIVV

Measures won1–5IVV 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%USRT and IVV

USRT

IVV

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

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

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

0.08%Expense ratio$8 · $3 on $10k · lower wins0.03%

2.69%12-mo yield$269 · $114 on $10k1.14%

−12.4%Worst dropSmaller wins−8.9%

13.9%VolatilityLower wins13.6%

1–5IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsUSRT · IVV

9.3%WELL0.3%

6.8%PLD0.2%

5.9%EQIX0.2%

4.8%SPG0.1%

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	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	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	AUSRT	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	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	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	AUSRT	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

USRT vs IVV

USRT

iShares Core U.S. REIT

$12,000

IVV

iShares Core S&P 500

$17,177

MeasureUSRTIVV

Fee0.08%0.03%

Cost on $10k a year$8$3

Yield2.69%1.14%

5 years, per year+3.7%+11.4%

3 years, per year+16.0%+21.8%

Worst drop · 1Y−12.4%−8.9%

Volatility · 1Y13.9%13.6%

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: USRT, IVV, SPY

Today

99.9%most shared, IVV and SPY

USRTIVVSPY

USRT—1.6%1.6%

IVV1.6%—99.9%

SPY1.6%99.9%—

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