FREL vs XLRE

AFREL

BXLRE

Measures won2–3XLRE wins · of 6 · 5Y

$10,000 · 5Y$11,041XLRE · FREL $10,757

Lowest cost0.08%FREL · $8 on $10k

Most income3.29%FREL · $329 on $10k

Smallest drop−11.1%XLRE · worst fall in 1Y

Held in common70.4%FREL and XLRE

FREL

XLRE

Fidelity MSCI Real Estate Index ETF · $1.4BState Street Real Estate Select Sector SPDR ETF · $8.3B

+12.9%3 years · per year$14,387 · $14,423+13.0%

+1.5%5 years · per year$10,757 · $11,041+2.0%

0.08%Expense ratio$8 · $8 on $10k · lower wins0.08%

3.29%12-mo yield$329 · $323 on $10k3.23%

−11.6%Worst dropSmaller wins−11.1%

14.3%VolatilityLower wins14.7%

2–3XLRE wins

$10,000 · 5 yearsOne scale

Shared top holdingsFREL · XLRE

9.8%WELL11.6%

7.1%PLD7.9%

5.4%EQIX6.6%

4.8%AMT5.8%

Held in common70.4%

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	BXLRE	State Street Real Estate Select Sector SPDR ETFRead Desk		0.08%	3.23%	+1.5%	+13.3%	+13.4%	+13.0%	+2.0%	−11.1%	$8.3B
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	BXLRE	State Street Real Estate Select Sector SPDR ETFRead Desk		0.08%	3.23%	+1.5%	+13.3%	+13.4%	+13.0%	+2.0%	−11.1%	$8.3B
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 XLRE

FREL

Fidelity MSCI Real Estate Index

$10,757

XLRE

Real Estate Select Sector SPDR

$11,041

MeasureFRELXLRE

Fee0.08%0.08%

Cost on $10k a year$8$8

Yield3.29%3.23%

5 years, per year+1.5%+2.0%

3 years, per year+12.9%+13.0%

Worst drop · 1Y−11.6%−11.1%

Volatility · 1Y14.3%14.7%

3–2measures won
XLRE first

70.4%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: FREL, XLRE

Today

70.4%most shared, FREL and XLRE

FRELXLRE

FREL—70.4%

XLRE70.4%—

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

Income After Fees on $10,000

$321most kept, FREL

FREL$329 − $8 = $321

XLRE$323 − $8 = $315

KeptFee

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