FPRO vs XLRE

AFPRO

BXLRE

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$11,100FPRO · XLRE $10,907

Lowest cost0.08%XLRE · $8 on $10k

Most income3.28%XLRE · $328 on $10k

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

Held in common64.0%FPRO and XLRE

FPRO

XLRE

Fidelity Real Estate Investment ETF · $15MState Street Real Estate Select Sector SPDR ETF · $8.6B

+13.4%3 years · per year$14,600 · $14,657+13.6%

+2.1%5 years · per year$11,100 · $10,907+1.8%

0.57%Expense ratio$57 · $8 on $10k · lower wins0.08%

2.44%12-mo yield$244 · $328 on $10k3.28%

−11.0%Worst dropSmaller wins−11.1%

14.1%VolatilityLower wins14.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFPRO · XLRE

8.6%WELL11.6%

10.4%PLD8.0%

10.5%EQIX6.4%

9.5%AMT5.9%

Held in common64.0%

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	AFPRO	Fidelity Real Estate Investment ETFRead Desk		0.57%	2.44%	−0.6%	+12.8%	+12.6%	+13.4%	+2.1%	−11.0%	$15M
2	BXLRE	State Street Real Estate Select Sector SPDR ETFRead Desk		0.08%	3.28%	−0.7%	+11.6%	+11.3%	+13.6%	+1.8%	−11.1%	$8.6B

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	AFPRO	Fidelity Real Estate Investment ETFRead Desk		0.57%	2.44%	−0.6%	+12.8%	+12.6%	+13.4%	+2.1%	−11.0%	$15M
2	BXLRE	State Street Real Estate Select Sector SPDR ETFRead Desk		0.08%	3.28%	−0.7%	+11.6%	+11.3%	+13.6%	+1.8%	−11.1%	$8.6B

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

FPRO vs XLRE

FPRO

Fidelity Real Estate Investment

$11,100

XLRE

Real Estate Select Sector SPDR

$10,907

MeasureFPROXLRE

Fee0.57%0.08%

Cost on $10k a year$57$8

Yield2.44%3.28%

5 years, per year+2.1%+1.8%

3 years, per year+13.4%+13.6%

Worst drop · 1Y−11.0%−11.1%

Volatility · 1Y14.1%14.7%

3–3measures won
level

64.0%

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: FPRO, XLRE

Today

64.0%most shared, FPRO and XLRE

FPROXLRE

FPRO—64.0%

XLRE64.0%—

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

Income After Fees on $10,000

$320most kept, XLRE

XLRE$328 − $8 = $320

FPRO$244 − $57 = $187

KeptFee

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