Compare · 3 funds side by side · dividends reinvested

REIX, RWR and SMH

REIXNY Life Investments×RWRSPDR×SMHVanEck×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$36,977SMH · best of the three

Story of the three · IncomeMost incomeRWR · 3.35% · $335 a year on $10k

Story of the three · RiskSmallest drop

REIX, RWR and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Dow Jones REIT ETFSectors · Real estate0.25%3.35%+17.2%+16.6%+15.0%+3.0%−12.8%14.2%$1.9B1.5

VanEck Semiconductor ETFThematic · AI & semis0.35%0.22%+40.8%+41.7%+50.8%+29.9%−33.1%43.2%$63.5B1.6

NYLIM CBRE Real Estate & Infrastructure ETFThematic · Infrastructure0.65%2.62%[…][…][…][…][…][…]$38M2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 11, 2026 · returns include dividends · since: REIX 2023 · RWR 2001 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

NYLIM CBRE Real Estate & Infrastructure ETF · $38M[…]

REIX

RWR

State Street SPDR Dow Jones REIT ETF · $1.9B$11,599

$10,000 five years ago, dividends reinvested · they hold 28.7% in common

REIXMeasure

More Ways to See the Pairs

REIX vs RWR: Top 5 Holdings

Today

REIX

17.3%in top 5

RWR

in top 533.5%

REIXStockRWR

6.8%WELL10.0%

not top 5PLD10.0%

not top 5SPG4.5%

not top 5DLR4.5%

not top 5O

Cost, Income and Risk

Fees: REIX, RWR, SMH

Today

0.25%lowest, RWR

FundExpense ratioFee$10k

RWR0.25%$25

SMH0.35%$35

REIX0.65%$65

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: REIX, RWR, SMH

Popular Pairs Near These Three

SOXX vs SMH

YTD

iSharesSOXX

+55.1%

SMHVanEck

+40.8%

+55.1%Year to date+40.8%

0.33% · $33Fee · on $10k a year0.35% · $35

$43.8BAssets$63.5B

2–0SOXX wins

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

RWR

[…]Year to dateJan 1 → Nov 11+17.2%

[…]1 yearTotal return+16.6%

[…]3 years · per year$10,000 became […] · $15,190+15.0%

[…]5 years · per year$10,000 became […] · $11,599+3.0%

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

2.62%Trailing 12-mo yield$262 · $335 a year on $10k3.35%

[…]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 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.5%

4.1%EQIXnot top 5

2.5%WECnot top 5

2.0%AMTnot top 5

1.9%XELnot top 5

Held in common28.7%

End-of-day Nov 11, 2026 · share of each fund

REIX vs RWR Returns, Every Period

1Y

NY Life InvestmentsREIX

[…]

past year

RWRSPDR

+16.6%

past year

Returns […]

REIXRWRFaded: behind in that period

0–0Level

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Thematic vs Sector: REIX vs RWR

YTD

NY Life InvestmentsREIX

[…]

RWRSPDR

+17.2%

[…]Year to date+17.2%

[…]Worst drop · 1Y−12.8%

[…]Volatility · 1Y14.2%

2.6%Yield3.4%

$38.3MAssets$1.9B

1–0RWR wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

3.35%highest, RWR

FundTrailing yieldYield$10k

RWR3.35%$335

REIX2.62%$262

SMH0.22%$22

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$310most kept, RWR

RWR$335 − $25 = $310

REIX$262 − $65 = $197

SMH$22 − $35 = −$13

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: REIX, RWR, SMH

Today

28.7%most shared, REIX and RWR

REIXRWRSMH

REIX—28.7%0.0%

RWR28.7%—0.0%

SMH0.0%0.0%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+41.7%SMH, at 43.2% volatility

RWRWorst drop−12.8%14.2% vol

SMHWorst drop−33.1%43.2% vol

REIXWorst drop[…][…]

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

RWRSMH

+17.2%Year to date+40.8%

3.4%Yield0.2%

+16.6%Past year+41.7%

0.25%Fee0.35%

2–2level

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

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REIX, RWR and SMH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three