FREL vs REET

AFREL

BREET

Measures won1–5REET wins · of 6 · 5Y

$10,000 · 5Y$10,739REET · FREL $10,568

Lowest cost0.08%FREL · $8 on $10k

Most income3.44%REET · $344 on $10k

Smallest drop−11.3%REET · worst fall in 1Y

Held in common70.5%FREL and REET

FREL

REET

Fidelity MSCI Real Estate Index ETF · $1.4BiShares Global REIT ETF · $4.9B

+13.9%3 years · per year$14,795 · $14,814+14.0%

+1.1%5 years · per year$10,568 · $10,739+1.4%

0.08%Expense ratio$8 · $14 on $10k · lower wins0.14%

3.33%12-mo yield$333 · $344 on $10k3.44%

−11.6%Worst dropSmaller wins−11.3%

14.2%VolatilityLower wins12.6%

1–5REET wins

$10,000 · 5 yearsOne scale

Shared top holdingsFREL · REET

9.7%WELL9.8%

7.2%PLD6.8%

5.5%EQIX5.7%

4.6%SPG4.0%

Held in common70.5%

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	AFREL	Fidelity MSCI Real Estate Index ETFRead Desk		0.08%	3.33%	−1.8%	+11.6%	+11.7%	+13.9%	+1.1%	−11.6%	$1.4B

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	AFREL	Fidelity MSCI Real Estate Index ETFRead Desk		0.08%	3.33%	−1.8%	+11.6%	+11.7%	+13.9%	+1.1%	−11.6%	$1.4B

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

FREL vs REET

FREL

Fidelity MSCI Real Estate Index

$10,568

REET

iShares Global REIT

$10,739

MeasureFRELREET

Fee0.08%0.14%

Cost on $10k a year$8$14

Yield3.33%3.44%

5 years, per year+1.1%+1.4%

3 years, per year+13.9%+14.0%

Worst drop · 1Y−11.6%−11.3%

Volatility · 1Y14.2%12.6%

5–1measures won
REET first

70.5%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: FREL, REET

Today

70.5%most shared, FREL and REET

FRELREET

FREL—70.5%

REET70.5%—

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

FREL$333 − $8 = $325

KeptFee

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