Compare · 2 funds side by side · dividends reinvested

REIX and RWR

REIXNY Life Investments×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 / 03

REIX 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%$1.8B1.0

NYLIM CBRE Real Estate & Infrastructure ETFThematic · Infrastructure0.65%2.61%[…][…][…][…][…][…]$35M2.0

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

End-of-day Nov 4, 2026 · returns include dividends · since: REIX 2023 · RWR 2001

Head to Head

Swap sides Versus in desk

Head to Head

NYLIM CBRE Real Estate & Infrastructure ETF · $35M[…]

REIX

RWR

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

$10,000 five years ago, dividends reinvested · they hold 28.5% in common

REIXMeasureRWR

[…]Year to dateJan 1 → Nov 4+17.8%

[…]1 yearTotal return+18.8%

[…]3 years · per year$10,000 became […] · $16,229+17.5%

[…]5 years · per year$10,000 became […] · $11,973+3.7%

0.65%Expense ratio$65 · $25 a year on $10k · lower is better0.25%

2.61%Trailing 12-mo yield$261 · $334 a year on $10k3.34%

[…]Worst dropSmaller is better−12.8%

[…]VolatilityLower is calmer14.2%

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

0–2RWR wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

REIX vs RWR: Top 5 Holdings

Today

REIX

17.2%in top 5

RWR

in top 534.2%

REIXStockRWR

6.7%WELL10.2%

not top 5PLD9.5%

not top 5PSA5.1%

not top 5SPG4.9%

4.0%EQIX4.4%

2.6%WECnot top 5

2.0%AMTnot top 5

2.0%WMBnot top 5

Held in common28.5%

End-of-day Nov 4, 2026 · share of each fund

REIX vs RWR Returns, Every Period

NY Life InvestmentsREIX

[…]

past year

RWRSPDR

+18.8%

past year

Returns […]

REIXRWRFaded: behind in that period

0–0Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Thematic vs Sector: REIX vs RWR

YTD

NY Life InvestmentsREIX

[…]

RWRSPDR

+17.8%

[…]Year to date+17.8%

[…]Worst drop · 1Y−12.8%

[…]Volatility · 1Y14.2%

2.6%Yield3.3%

$34.7MAssets$1.8B

1–0RWR wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: REIX, RWR

Today

0.25%lowest, RWR

FundExpense ratioFee$10k

RWR0.25%$25

REIX0.65%$65

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: REIX, RWR

3.34%highest, RWR

FundTrailing yieldYield$10k

RWR3.34%$334

REIX2.61%$261

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$309most kept, RWR

RWR$334 − $25 = $309

REIX$261 − $65 = $196

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: REIX, RWR

Today

28.5%most shared, REIX and RWR

REIXRWR

REIX—28.5%

RWR28.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+18.8%RWR, at 14.2% volatility

RWRWorst drop−12.8%14.2% vol

REIXWorst drop[…][…]

End-of-day Nov 4, 2026 · up and left is better

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026