AVRE vs REET

AAVRE

BREET

Measures won1–5REET wins · of 6 · 5Y

$10,000 · 5Y$10,739REET · AVRE $10,384

Lowest cost0.14%REET · $14 on $10k

Most income3.44%REET · $344 on $10k

Smallest drop−10.5%AVRE · worst fall in 1Y

Held in common82.8%AVRE and REET

AVRE

REET

Avantis Real Estate ETF · $914MiShares Global REIT ETF · $4.9B

+13.0%3 years · per year$14,438 · $14,814+14.0%

+0.8%5 years · per year$10,384 · $10,739+1.4%

0.17%Expense ratio$17 · $14 on $10k · lower wins0.14%

2.93%12-mo yield$293 · $344 on $10k3.44%

−10.5%Worst dropSmaller wins−11.3%

12.7%VolatilityLower wins12.6%

1–5REET wins

$10,000 · 5 yearsOne scale

Shared top holdingsAVRE · REET

7.9%WELL9.8%

6.2%PLD6.8%

5.7%EQIX5.7%

3.8%SPG4.0%

Held in common82.8%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BREET	iShares Global REIT ETFRead Desk		0.14%	3.44%	−1.5%	+10.5%	+11.2%	+14.0%	+1.4%	−11.3%	$4.9B
2	AAVRE	Avantis Real Estate ETFRead Desk		0.17%	2.93%	−1.4%	+10.0%	+10.2%	+13.0%	+0.8%	−10.5%	$914M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BREET	iShares Global REIT ETFRead Desk		0.14%	3.44%	−1.5%	+10.5%	+11.2%	+14.0%	+1.4%	−11.3%	$4.9B
2	AAVRE	Avantis Real Estate ETFRead Desk		0.17%	2.93%	−1.4%	+10.0%	+10.2%	+13.0%	+0.8%	−10.5%	$914M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

AVRE vs REET

AVRE

Avantis Real Estate

$10,384

REET

iShares Global REIT

$10,739

MeasureAVREREET

Fee0.17%0.14%

Cost on $10k a year$17$14

Yield2.93%3.44%

5 years, per year+0.8%+1.4%

3 years, per year+13.0%+14.0%

Worst drop · 1Y−10.5%−11.3%

Volatility · 1Y12.7%12.6%

5–1measures won
REET first

82.8%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: AVRE, REET

Today

82.8%most shared, AVRE and REET

AVREREET

AVRE—82.8%

REET82.8%—

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

Income After Fees on $10,000

$330most kept, REET

REET$344 − $14 = $330

AVRE$293 − $17 = $276

KeptFee

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