Compare · 2 funds side by side · dividends reinvested

REIT and RWR

REITALPS×RWRSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$11,973RWR · best of the two

02 / 04

REIT and RWR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Dow Jones REIT ETFSectors · Real estate0.25%3.34%+17.8%+18.8%+17.5%+3.7%−12.8%14.2%$1.8B1.3

ALPS Active REIT ETFSectors · Real estate0.68%2.94%+15.7%+15.6%+14.8%+3.2%−11.5%13.7%$58M1.8

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

End-of-day Nov 5, 2026 · returns include dividends · since: REIT 2021 · RWR 2001

Head to Head

Swap sides Versus in desk

Head to Head

ALPS Active REIT ETF · $58M$11,725

REIT

RWR

State Street SPDR Dow Jones REIT ETF · $1.8B$11,973

$10,000 five years ago, dividends reinvested · they hold 51.8% in common

REITMeasureRWR

+15.7%Year to dateJan 1 → Nov 5+17.8%

+15.6%1 yearTotal return+18.8%

+14.8%3 years · per year$10,000 became $15,115 · $16,229+17.5%

+3.2%5 years · per year$10,000 became $11,725 · $11,973+3.7%

0.68%Expense ratio$68 · $25 a year on $10k · lower is better0.25%

2.94%Trailing 12-mo yield$294 · $334 a year on $10k3.34%

−11.5%Worst dropSmaller is better−12.8%

13.7%VolatilityLower is calmer14.2%

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

2–6RWR wins

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

More Ways to See the Pairs

REIT vs RWR: Top 5 Holdings

Today

REIT

38.0%in top 5

RWR

in top 534.1%

REITStockRWR

10.6%WELL10.3%

9.7%EQIX4.4%

8.3%PLD9.4%

not top 5PSA5.1%

5.1%SPG4.9%

4.3%MACnot top 5

Held in common51.8%

End-of-day Nov 5, 2026 · share of each fund

REIT vs RWR Returns, Every Period

ALPSREIT

+3.2%

5 years, per year

RWRSPDR

+3.7%

5 years, per year

REITRWRFaded: behind in that period

0–4RWR wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

REIT vs RWR

YTD

ALPSREIT

+15.7%

RWRSPDR

+17.8%

+15.7%Year to date+17.8%

−11.5%Worst drop · 1Y−12.8%

13.7%Volatility · 1Y14.2%

2.9%Yield3.3%

$57.8MAssets$1.8B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: REIT, RWR

Today

0.25%lowest, RWR

FundExpense ratioFee$10k

RWR0.25%$25

REIT0.68%$68

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: REIT, RWR

3.34%highest, RWR

FundTrailing yieldYield$10k

RWR3.34%$334

REIT2.94%$294

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$309most kept, RWR

RWR$334 − $25 = $309

REIT$294 − $68 = $226

KeptFee

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

Overlap: REIT, RWR

Today

51.8%most shared, REIT and RWR

REITRWR

REIT—51.8%

RWR51.8%—

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

Return vs Bumpiness: 2 ETFs

+18.8%RWR, at 14.2% volatility

REITWorst drop−11.5%13.7% vol

RWRWorst drop−12.8%14.2% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

RWRREIT

+17.8%Year to date+15.7%

3.3%Yield2.9%

+18.8%Past year+15.6%

0.25%Fee0.68%

4–0RWR wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

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

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