FPRO vs REET

AFPRO

BREET

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$11,398FPRO · REET $11,038

Lowest cost0.14%REET · $14 on $10k

Most income3.39%REET · $339 on $10k

Smallest drop−11.0%FPRO · worst fall in 1Y

Held in common49.3%FPRO and REET

FPRO

REET

Fidelity Real Estate Investment ETF · $15MiShares Global REIT ETF · $4.9B

+15.3%3 years · per year$15,319 · $15,230+15.1%

+2.7%5 years · per year$11,398 · $11,038+2.0%

0.57%Expense ratio$57 · $14 on $10k · lower wins0.14%

2.38%12-mo yield$238 · $339 on $10k3.39%

−11.0%Worst dropSmaller wins−11.3%

13.9%VolatilityLower wins12.5%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFPRO · REET

8.6%WELL9.7%

10.4%PLD6.8%

10.5%EQIX5.6%

4.5%SPG4.0%

Held in common49.3%

End-of-day Nov 4, 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	AFPRO	Fidelity Real Estate Investment ETFRead Desk		0.57%	2.38%	+3.1%	+15.4%	+15.5%	+15.3%	+2.7%	−11.0%	$15M
2	BREET	iShares Global REIT ETFRead Desk		0.14%	3.39%	+2.7%	+12.2%	+12.6%	+15.1%	+2.0%	−11.3%	$4.9B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AFPRO	Fidelity Real Estate Investment ETFRead Desk		0.57%	2.38%	+3.1%	+15.4%	+15.5%	+15.3%	+2.7%	−11.0%	$15M
2	BREET	iShares Global REIT ETFRead Desk		0.14%	3.39%	+2.7%	+12.2%	+12.6%	+15.1%	+2.0%	−11.3%	$4.9B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FPRO vs REET

FPRO

Fidelity Real Estate Investment

$11,398

REET

iShares Global REIT

$11,038

MeasureFPROREET

Fee0.57%0.14%

Cost on $10k a year$57$14

Yield2.38%3.39%

5 years, per year+2.7%+2.0%

3 years, per year+15.3%+15.1%

Worst drop · 1Y−11.0%−11.3%

Volatility · 1Y13.9%12.5%

3–3measures won
level

49.3%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: FPRO, REET

Today

49.3%most shared, FPRO and REET

FPROREET

FPRO—49.3%

REET49.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$325most kept, REET

REET$339 − $14 = $325

FPRO$238 − $57 = $181

KeptFee

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