Compare · 3 funds side by side · dividends reinvested

XLRE, SPYM and SPY

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

02 / 04

XLRE, SPYM and SPY, 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%$182B1.5

State Street Real Estate Select Sector SPDR ETFSectors · Real estate0.08%3.28%+11.6%+11.3%+13.6%+1.8%−11.1%14.7%$8.6B2.1

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B2.4

Rank among the three1st → 3rdFee, 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: XLRE 2015 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

State Street Real Estate Select Sector SPDR ETF · $8.6B$10,907

XLRE

SPYM

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

$10,000 five years ago, dividends reinvested · they hold 1.9% in common

XLREMeasureSPYM

+11.6%Year to dateJan 1 → Nov 6+8.8%

+11.3%1 yearTotal return+9.8%

+13.6%3 years · per year$10,000 became $14,657 · $18,082+21.8%

+1.8%5 years · per year$10,000 became $10,907 · $17,192+11.4%

0.08%Expense ratio$8 · $2 a year on $10k · lower is better0.02%

3.28%Trailing 12-mo yield$328 · $105 a year on $10k1.05%

−11.1%Worst dropSmaller is better−8.9%

14.7%VolatilityLower is calmer13.6%

XLRESPYM 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

XLRE vs SPYM: Top 5 Holdings

Today

XLRE

36.9%in top 5

SPYM

in top 527.8%

XLREStockSPYM

11.6%WELLnot top 5

8.0%PLDnot top 5

not top 5AAPL7.9%

not top 5NVDA6.9%

6.4%EQIXnot top 5

not top 5MSFT6.3%

5.9%AMTnot top 5

5.1%PSAnot top 5

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common1.9%

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

XLRE vs SPYM Returns, Every Period

SPDRXLRE

+1.8%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

XLRESPYMFaded: behind in that period

2–2Level

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

Sector vs Core: XLRE vs SPYM

YTD

SPDRXLRE

+11.6%

SPYMSPDR

+8.8%

+11.6%Year to date+8.8%

−11.1%Worst drop · 1Y−8.9%

14.7%Volatility · 1Y13.6%

3.3%Yield1.1%

$8.6BAssets$182B

2–2level

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

Cost, Income and Risk

Fees: XLRE, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

XLRE0.08%$8

SPY0.09%$9

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

Yields: XLRE, SPYM, SPY

3.28%highest, XLRE

FundTrailing yieldYield$10k

XLRE3.28%$328

SPYM1.05%$105

SPY1.03%$103

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

Income After Fees on $10,000

$320most kept, XLRE

XLRE$328 − $8 = $320

SPYM$105 − $2 = $103

SPY$103 − $9 = $94

KeptFee

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

Overlap: XLRE, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

XLRESPYMSPY

XLRE—1.9%1.9%

SPYM1.9%—99.9%

SPY1.9%99.9%—

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

Return vs Bumpiness: 3 ETFs

+11.3%XLRE, at 14.7% volatility

SPYMWorst drop−8.9%13.6% vol

SPYWorst drop−8.9%13.6% vol

XLREWorst drop−11.1%14.7% vol

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

Paid More vs Made More

YTD

XLRESPYM

+11.6%Year to date+8.8%

3.3%Yield1.1%

+11.3%Past year+9.8%

0.08%Fee0.02%

3–1XLRE wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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