BYRE vs REET

ABYRE

BREET

Measures won1–4REET wins · of 6 · 5Y

$10,000 · 5Y$10,828REET

Lowest cost0.14%REET · $14 on $10k

Most income3.45%REET · $345 on $10k

Smallest drop−10.6%BYRE · worst fall in 1Y

Held in common37.1%BYRE and REET

BYRE

REET

Principal Real Estate Active Opportunities ETF · $28MiShares Global REIT ETF · $4.9B

+12.7%3 years · per year$14,327 · $14,647+13.6%

[…]5 years · per year[…] · $10,828+1.6%

0.60%Expense ratio$60 · $14 on $10k · lower wins0.14%

2.78%12-mo yield$278 · $345 on $10k3.45%

−10.6%Worst dropSmaller wins−11.3%

13.3%VolatilityLower wins12.6%

1–4REET wins

$10,000 · 5 yearsOne scale

Shared top holdingsBYRE · REET

8.8%WELL9.8%

8.4%EQIX5.4%

4.1%PLD6.7%

2.8%DLR3.6%

Held in common37.1%

End-of-day Nov 6, 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%	3.45%	−0.3%	+10.2%	+10.8%	+13.6%	+1.6%	−11.3%	$4.9B
2	ABYRE	Principal Real Estate Active Opportunities ETFRead Desk		0.60%	2.78%	−0.5%	+12.9%	+12.1%	+12.7%	new	−10.6%	$28M

End-of-day Nov 6, 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%	3.45%	−0.3%	+10.2%	+10.8%	+13.6%	+1.6%	−11.3%	$4.9B
2	ABYRE	Principal Real Estate Active Opportunities ETFRead Desk		0.60%	2.78%	−0.5%	+12.9%	+12.1%	+12.7%	new	−10.6%	$28M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

BYRE vs REET

BYRE

Principal Real Estate Active Opportunities

[…]

REET

iShares Global REIT

$10,828

MeasureBYREREET

Fee0.60%0.14%

Cost on $10k a year$60$14

Yield2.78%3.45%

5 years, per year[…]+1.6%

3 years, per year+12.7%+13.6%

Worst drop · 1Y−10.6%−11.3%

Volatility · 1Y13.3%12.6%

4–1measures won
REET first

37.1%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: BYRE, REET

Today

37.1%most shared, BYRE and REET

BYREREET

BYRE—37.1%

REET37.1%—

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

Income After Fees on $10,000

$331most kept, REET

REET$345 − $14 = $331

BYRE$278 − $60 = $218

KeptFee

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