Compare · 2 funds side by side · dividends reinvested

PFFR and XLRE

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,775XLRE · best of the two

02 / 04

PFFR and XLRE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Real Estate Select Sector SPDR ETFSectors · Real estate0.08%3.30%+10.8%+10.5%+14.4%+1.5%−11.1%14.2%$8.3B1.4

InfraCap REIT Preferred ETFSectors · Real estate0.45%9.13%−4.2%−4.9%+7.8%−0.2%−7.5%8.5%$110M1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: PFFR 2017 · XLRE 2015

Head to Head

Swap sides Versus in desk

Head to Head

InfraCap REIT Preferred ETF · $110M$9,877

PFFR

XLRE

State Street Real Estate Select Sector SPDR ETF · $8.3B$10,775

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

PFFRMeasureXLRE

−4.2%Year to dateJan 1 → Nov 3+10.8%

−4.9%1 yearTotal return+10.5%

+7.8%3 years · per year$10,000 became $12,539 · $14,961+14.4%

−0.2%5 years · per year$10,000 became $9,877 · $10,775+1.5%

0.45%Expense ratio$45 · $8 a year on $10k · lower is better0.08%

9.13%Trailing 12-mo yield$913 · $330 a year on $10k3.30%

−7.5%Worst dropSmaller is better−11.1%

8.5%VolatilityLower is calmer14.2%

PFFRXLRE Winner of the row, in its colourEach row: the bigger of the two fills its side

3–5XLRE wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PFFR vs XLRE: Top 5 Holdings

Today

PFFR

14.2%in top 5

XLRE

in top 537.0%

PFFRStockXLRE

not top 5WELL11.3%

not top 5PLD8.2%

not top 5EQIX6.9%

not top 5AMT5.8%

not top 5PSA4.9%

3.4%UMH-PDnot top 5

3.0%HPP-PCnot top 5

2.7%AGNCPnot top 5

2.6%VNO-PMnot top 5

2.6%KIM-PMnot top 5

Held in common0.0%

End-of-day Nov 3, 2026 · share of each fund

PFFR vs XLRE Returns, Every Period

VirtusPFFR

−0.2%

5 years, per year

XLRESPDR

+1.5%

5 years, per year

PFFRXLREFaded: behind in that period

0–4XLRE wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

PFFR vs XLRE

YTD

VirtusPFFR

−4.2%

XLRESPDR

+10.8%

−4.2%Year to date+10.8%

−7.5%Worst drop · 1Y−11.1%

8.5%Volatility · 1Y14.2%

9.1%Yield3.3%

$110MAssets$8.3B

3–1PFFR wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PFFR, XLRE

Today

0.08%lowest, XLRE

FundExpense ratioFee$10k

XLRE0.08%$8

PFFR0.45%$45

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: PFFR, XLRE

9.13%highest, PFFR

FundTrailing yieldYield$10k

PFFR9.13%$913

XLRE3.30%$330

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$868most kept, PFFR

PFFR$913 − $45 = $868

XLRE$330 − $8 = $322

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: PFFR, XLRE

Today

0.0%most shared, PFFR and XLRE

PFFRXLRE

PFFR—0.0%

XLRE0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+10.5%XLRE, at 14.2% volatility

PFFRWorst drop−7.5%8.5% vol

XLREWorst drop−11.1%14.2% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

PFFRXLRE

−4.2%Year to date+10.8%

9.1%Yield3.3%

−4.9%Past year+10.5%

0.45%Fee0.08%

3–1XLRE wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026