Compare · 2 funds side by side · dividends reinvested

REIX and VTI

REIXNY Life Investments×VTIVanguard×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,332VTI · best of the two

02 / 03

REIX and VTI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.10%+8.4%+9.9%+21.9%+10.3%−8.9%13.7%$689B1.1

NYLIM CBRE Real Estate & Infrastructure ETFThematic · Infrastructure0.65%2.64%[…][…][…][…][…][…]$37M1.5

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: REIX 2023 · VTI 2001

Head to Head

Swap sides Versus in desk

Head to Head

NYLIM CBRE Real Estate & Infrastructure ETF · $37M[…]

REIX

VTI

Vanguard Morningstar Total Stock Market ETF · $689B$16,332

$10,000 five years ago, dividends reinvested · they hold 2.8% in common

REIXMeasureVTI

[…]Year to dateJan 1 → Nov 5+8.4%

[…]1 yearTotal return+9.9%

[…]3 years · per year$10,000 became […] · $18,113+21.9%

[…]5 years · per year$10,000 became […] · $16,332+10.3%

0.65%Expense ratio$65 · $3 a year on $10k · lower is better0.03%

2.64%Trailing 12-mo yield$264 · $110 a year on $10k1.10%

[…]Worst dropSmaller is better−8.9%

[…]VolatilityLower is calmer13.7%

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

1–1Level

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

More Ways to See the Pairs

REIX vs VTI: Top 5 Holdings

Today

REIX

17.4%in top 5

VTI

in top 525.0%

REIXStockVTI

not top 5NVDA7.1%

6.8%WELLnot top 5

not top 5AAPL6.6%

not top 5MSFT5.2%

4.1%EQIXnot top 5

not top 5AMZN3.3%

not top 5GOOGL2.8%

2.6%WECnot top 5

2.0%AMTnot top 5

1.9%XELnot top 5

Held in common2.8%

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

REIX vs VTI Returns, Every Period

NY Life InvestmentsREIX

[…]

past year

VTIVanguard

+9.9%

past year

Returns […]

REIXVTIFaded: behind in that period

0–0Level

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

Thematic vs Core: REIX vs VTI

YTD

NY Life InvestmentsREIX

[…]

VTIVanguard

+8.4%

[…]Year to date+8.4%

[…]Worst drop · 1Y−8.9%

[…]Volatility · 1Y13.7%

2.6%Yield1.1%

$36.6MAssets$689B

1–0REIX wins

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

Cost, Income and Risk

Fees: REIX, VTI

Today

0.03%lowest, VTI

FundExpense ratioFee$10k

VTI0.03%$3

REIX0.65%$65

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

Yields: REIX, VTI

2.64%highest, REIX

FundTrailing yieldYield$10k

REIX2.64%$264

VTI1.10%$110

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

Income After Fees on $10,000

$199most kept, REIX

REIX$264 − $65 = $199

VTI$110 − $3 = $107

KeptFee

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

Overlap: REIX, VTI

Today

2.8%most shared, REIX and VTI

REIXVTI

REIX—2.8%

VTI2.8%—

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

Return vs Bumpiness: 2 ETFs

+9.9%VTI, at 13.7% volatility

VTIWorst drop−8.9%13.7% vol

REIXWorst drop[…][…]

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

Paid More vs Made More

YTD

REIXVTI

[…]Year to date+8.4%

2.6%Yield1.1%

[…]Past year+9.9%

0.65%Fee0.03%

1–1level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

VTI vs ITOT

YTD

VanguardVTI

+8.4%

ITOTiShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$689BAssets$92.8B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026