FREL vs SPYM

AFREL

BSPYM

Measures won1–5SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,164SPYM · FREL $10,568

Lowest cost0.02%SPYM · $2 on $10k

Most income3.33%FREL · $333 on $10k

Smallest drop−8.9%SPYM · worst fall in 1Y

Held in common1.8%FREL and SPYM

FREL

SPYM

Fidelity MSCI Real Estate Index ETF · $1.4BState Street SPDR Portfolio S&P 500 ETF · $182B

+13.9%3 years · per year$14,795 · $18,222+22.1%

+1.1%5 years · per year$10,568 · $17,164+11.4%

0.08%Expense ratio$8 · $2 on $10k · lower wins0.02%

3.33%12-mo yield$333 · $106 on $10k1.06%

−11.6%Worst dropSmaller wins−8.9%

14.2%VolatilityLower wins13.6%

1–5SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsFREL · SPYM

9.7%WELL0.3%

7.2%PLD0.2%

5.5%EQIX0.2%

4.9%AMT0.1%

Held in common1.8%

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
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 SPYM

FREL

Fidelity MSCI Real Estate Index

$10,568

SPYM

SPDR Portfolio S&P 500

$17,164

MeasureFRELSPYM

Fee0.08%0.02%

Cost on $10k a year$8$2

Yield3.33%1.06%

5 years, per year+1.1%+11.4%

3 years, per year+13.9%+22.1%

Worst drop · 1Y−11.6%−8.9%

Volatility · 1Y14.2%13.6%

5–1measures won
SPYM first

1.8%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

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

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

Overlap: FREL, SPYM

Today

1.8%most shared, FREL and SPYM

FRELSPYM

FREL—1.8%

SPYM1.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$325most kept, FREL

FREL$333 − $8 = $325

SPYM$106 − $2 = $104

KeptFee

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