Compare · 2 funds side by side · dividends reinvested

RWR and REET

RWRSPDR×REETiShares×

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

RWR and REET, 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%$1.8B1.5

iShares Global REIT ETFSectors · Real estate0.14%3.39%+12.2%+12.6%+15.1%+2.0%−11.3%12.5%$4.8B1.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: RWR 2001 · REET 2014

Head to Head

Swap sides Versus in desk

Head to Head

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

RWR

REET

iShares Global REIT ETF · $4.8B$11,038

$10,000 five years ago, dividends reinvested · they hold 67.1% in common

RWRMeasureREET

+17.8%Year to dateJan 1 → Nov 4+12.2%

+18.8%1 yearTotal return+12.6%

+17.5%3 years · per year$10,000 became $16,229 · $15,230+15.1%

+3.7%5 years · per year$10,000 became $11,973 · $11,038+2.0%

0.25%Expense ratio$25 · $14 a year on $10k · lower is better0.14%

3.34%Trailing 12-mo yield$334 · $339 a year on $10k3.39%

−12.8%Worst dropSmaller is better−11.3%

14.2%VolatilityLower is calmer12.5%

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

4–4Level

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

More Ways to See the Pairs

RWR vs REET: Top 5 Holdings

Today

RWR

34.2%in top 5

REET

in top 529.9%

RWRStockREET

10.2%WELL9.7%

9.5%PLD6.8%

4.4%EQIX5.6%

5.1%PSAnot top 5

4.9%SPG4.0%

not top 5DLR3.7%

Held in common67.1%

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

RWR vs REET Returns, Every Period

SPDRRWR

+3.7%

5 years, per year

REETiShares

+2.0%

5 years, per year

RWRREETFaded: behind in that period

4–0RWR wins

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

RWR vs REET

YTD

SPDRRWR

+17.8%

REETiShares

+12.2%

+17.8%Year to date+12.2%

−12.8%Worst drop · 1Y−11.3%

14.2%Volatility · 1Y12.5%

3.3%Yield3.4%

$1.8BAssets$4.8B

3–1REET wins

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

Cost, Income and Risk

Fees: RWR, REET

Today

0.14%lowest, REET

FundExpense ratioFee$10k

REET0.14%$14

RWR0.25%$25

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

Yields: RWR, REET

3.39%highest, REET

FundTrailing yieldYield$10k

REET3.39%$339

RWR3.34%$334

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

Income After Fees on $10,000

$325most kept, REET

REET$339 − $14 = $325

RWR$334 − $25 = $309

KeptFee

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

Overlap: RWR, REET

Today

67.1%most shared, RWR and REET

RWRREET

RWR—67.1%

REET67.1%—

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

REETWorst drop−11.3%12.5% vol

RWRWorst drop−12.8%14.2% vol

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

Paid More vs Made More

YTD

REETRWR

+12.2%Year to date+17.8%

3.4%Yield3.3%

+12.6%Past year+18.8%

0.14%Fee0.25%

2–2level

End-of-day Nov 4, 2026

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