BBRE vs XLRE

ABBRE

BXLRE

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$11,715BBRE · XLRE $10,775

Lowest cost0.08%XLRE · $8 on $10k

Most income3.30%XLRE · $330 on $10k

Smallest drop−11.1%XLRE · worst fall in 1Y

Held in common64.3%BBRE and XLRE

BBRE

XLRE

JPMorgan BetaBuilders MSCI US REIT ETF · $1.3BState Street Real Estate Select Sector SPDR ETF · $8.3B

+16.4%3 years · per year$15,784 · $14,961+14.4%

+3.2%5 years · per year$11,715 · $10,775+1.5%

0.11%Expense ratio$11 · $8 on $10k · lower wins0.08%

2.80%12-mo yield$280 · $330 on $10k3.30%

−12.5%Worst dropSmaller wins−11.1%

13.8%VolatilityLower wins14.2%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsBBRE · XLRE

12.4%WELL11.3%

8.9%PLD8.2%

4.6%SPG4.8%

4.5%PSA4.9%

Held in common64.3%

End-of-day Nov 3, 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	ABBRE	JPMorgan BetaBuilders MSCI US REIT ETFRead Desk		0.11%	2.80%	+0.1%	+14.9%	+14.8%	+16.4%	+3.2%	−12.5%	$1.3B
2	BXLRE	State Street Real Estate Select Sector SPDR ETFRead Desk		0.08%	3.30%	+0.1%	+10.8%	+10.5%	+14.4%	+1.5%	−11.1%	$8.3B

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

Both

5Y2 funds

#			Trend
1	ABBRE	JPMorgan BetaBuilders MSCI US REIT ETFRead Desk		0.11%	2.80%	+0.1%	+14.9%	+14.8%	+16.4%	+3.2%	−12.5%	$1.3B
2	BXLRE	State Street Real Estate Select Sector SPDR ETFRead Desk		0.08%	3.30%	+0.1%	+10.8%	+10.5%	+14.4%	+1.5%	−11.1%	$8.3B

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

Cards for this view

BBRE vs XLRE

BBRE

JPMorgan BetaBuilders MSCI US REIT

$11,715

XLRE

Real Estate Select Sector SPDR

$10,775

MeasureBBREXLRE

Fee0.11%0.08%

Cost on $10k a year$11$8

Yield2.80%3.30%

5 years, per year+3.2%+1.5%

3 years, per year+16.4%+14.4%

Worst drop · 1Y−12.5%−11.1%

Volatility · 1Y13.8%14.2%

3–3measures won
level

64.3%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: BBRE, XLRE

Today

64.3%most shared, BBRE and XLRE

BBREXLRE

BBRE—64.3%

XLRE64.3%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$322most kept, XLRE

XLRE$330 − $8 = $322

BBRE$280 − $11 = $269

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee