Compare · 2 funds side by side · dividends reinvested

REIT and SPYM

REITALPS×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,192SPYM · best of the two

02 / 04

REIT and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.05%+8.8%+9.8%+21.8%+11.4%−8.9%13.6%$182B1.4

ALPS Active REIT ETFSectors · Real estate0.68%2.94%+15.7%+15.5%+14.4%+3.5%−11.5%13.7%$57M1.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: REIT 2021 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

ALPS Active REIT ETF · $57M$11,870

REIT

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,192

$10,000 five years ago, dividends reinvested · they hold 1.1% in common

REITMeasureSPYM

+15.7%Year to dateJan 1 → Nov 6+8.8%

+15.5%1 yearTotal return+9.8%

+14.4%3 years · per year$10,000 became $14,967 · $18,082+21.8%

+3.5%5 years · per year$10,000 became $11,870 · $17,192+11.4%

0.68%Expense ratio$68 · $2 a year on $10k · lower is better0.02%

2.94%Trailing 12-mo yield$294 · $105 a year on $10k1.05%

−11.5%Worst dropSmaller is better−8.9%

13.7%VolatilityLower is calmer13.6%

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

3–5SPYM wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

REIT vs SPYM: Top 5 Holdings

Today

REIT

37.7%in top 5

SPYM

in top 527.8%

REITStockSPYM

10.6%WELLnot top 5

9.4%EQIXnot top 5

8.3%PLDnot top 5

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

5.1%SPGnot top 5

4.2%MACnot top 5

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common1.1%

End-of-day Nov 6, 2026 · share of each fund

REIT vs SPYM Returns, Every Period

ALPSREIT

+3.5%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

REITSPYMFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Sector vs Core: REIT vs SPYM

YTD

ALPSREIT

+15.7%

SPYMSPDR

+8.8%

+15.7%Year to date+8.8%

−11.5%Worst drop · 1Y−8.9%

13.7%Volatility · 1Y13.6%

2.9%Yield1.1%

$56.8MAssets$182B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: REIT, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

REIT0.68%$68

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: REIT, SPYM

2.94%highest, REIT

FundTrailing yieldYield$10k

REIT2.94%$294

SPYM1.05%$105

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$226most kept, REIT

REIT$294 − $68 = $226

SPYM$105 − $2 = $103

KeptFee

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

Overlap: REIT, SPYM

Today

1.1%most shared, REIT and SPYM

REITSPYM

REIT—1.1%

SPYM1.1%—

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

Return vs Bumpiness: 2 ETFs

+15.5%REIT, at 13.7% volatility

SPYMWorst drop−8.9%13.6% vol

REITWorst drop−11.5%13.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

REITSPYM

+15.7%Year to date+8.8%

2.9%Yield1.1%

+15.5%Past year+9.8%

0.68%Fee0.02%

3–1REIT wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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