FREL vs VNQ

AFREL

BVNQ

Measures won1–3VNQ wins · of 6 · 5Y

$10,000 · 5Y$10,786VNQ · FREL $10,757

Lowest cost0.08%FREL · $8 on $10k

Most income3.50%VNQ · $350 on $10k

Smallest drop−11.4%VNQ · worst fall in 1Y

Held in common90.9%FREL and VNQ

FREL

VNQ

Fidelity MSCI Real Estate Index ETF · $1.4BVanguard Real Estate ETF · $35.9B

+12.9%3 years · per year$14,387 · $14,443+13.0%

+1.5%5 years · per year$10,757 · $10,786+1.5%

0.08%Expense ratio$8 · $13 on $10k · lower wins0.13%

3.29%12-mo yield$329 · $350 on $10k3.50%

−11.6%Worst dropSmaller wins−11.4%

14.3%VolatilityLower wins14.3%

1–3VNQ wins

$10,000 · 5 yearsOne scale

Shared top holdingsFREL · VNQ

9.8%WELL10.7%

7.1%PLD8.0%

5.4%EQIX6.6%

4.8%AMT5.1%

Held in common90.9%

End-of-day Nov 9, 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	BVNQ	Vanguard Real Estate ETFRead Desk		0.13%	3.50%	+1.6%	+13.1%	+13.7%	+13.0%	+1.5%	−11.4%	$35.9B
2	AFREL	Fidelity MSCI Real Estate Index ETFRead Desk		0.08%	3.29%	+1.6%	+12.9%	+13.5%	+12.9%	+1.5%	−11.6%	$1.4B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVNQ	Vanguard Real Estate ETFRead Desk		0.13%	3.50%	+1.6%	+13.1%	+13.7%	+13.0%	+1.5%	−11.4%	$35.9B
2	AFREL	Fidelity MSCI Real Estate Index ETFRead Desk		0.08%	3.29%	+1.6%	+12.9%	+13.5%	+12.9%	+1.5%	−11.6%	$1.4B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FREL vs VNQ

FREL

Fidelity MSCI Real Estate Index

$10,757

VNQ

Vanguard Real Estate

$10,786

MeasureFRELVNQ

Fee0.08%0.13%

Cost on $10k a year$8$13

Yield3.29%3.50%

5 years, per year+1.5%+1.5%

3 years, per year+12.9%+13.0%

Worst drop · 1Y−11.6%−11.4%

Volatility · 1Y14.3%14.3%

3–1measures won
VNQ first

90.9%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VNQ vs SCHH

YTD

VanguardVNQ

+13.1%

SCHHSchwab

+16.5%

+13.1%Year to date+16.5%

3.5%Yield2.8%

$35.9BAssets$11.2B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: FREL, VNQ

Today

90.9%most shared, FREL and VNQ

FRELVNQ

FREL—90.9%

VNQ90.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$337most kept, VNQ

VNQ$350 − $13 = $337

FREL$329 − $8 = $321

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee