VGSR vs IVV

AVGSR

BIVV

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$17,177IVV

Lowest cost0.03%IVV · $3 on $10k

Most income2.85%VGSR · $285 on $10k

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

Held in common1.4%VGSR and IVV

VGSR

IVV

Vert Global Sustainable Real Estate ETF · $507MiShares Core S&P 500 ETF · $853B

[…]3 years · per year[…] · $18,084+21.8%

[…]5 years · per year[…] · $17,177+11.4%

0.51%Expense ratio$51 · $3 on $10k · lower wins0.03%

2.85%12-mo yield$285 · $114 on $10k1.14%

−10.6%Worst dropSmaller wins−8.9%

13.3%VolatilityLower wins13.6%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsVGSR · IVV

5.0%WELL0.3%

4.7%PLD0.2%

4.5%EQIX0.2%

5.1%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%	$852.9B
2	AVGSR	Vert Global Sustainable Real Estate ETFRead Desk		0.51%	2.85%	−0.7%	+9.2%	+8.9%	new	new	−10.6%	$507M

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%	$852.9B
2	AVGSR	Vert Global Sustainable Real Estate ETFRead Desk		0.51%	2.85%	−0.7%	+9.2%	+8.9%	new	new	−10.6%	$507M

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

VGSR vs IVV

VGSR

Vert Global Sustainable Real Estate

[…]

IVV

iShares Core S&P 500

$17,177

MeasureVGSRIVV

Fee0.51%0.03%

Cost on $10k a year$51$3

Yield2.85%1.14%

5 years, per year[…]+11.4%

3 years, per year[…]+21.8%

Worst drop · 1Y−10.6%−8.9%

Volatility · 1Y13.3%13.6%

2–2measures won
level

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$853B

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: VGSR, IVV

Today

1.4%most shared, VGSR and IVV

VGSRIVV

VGSR—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

$234most kept, VGSR

VGSR$285 − $51 = $234

IVV$114 − $3 = $111

KeptFee

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