FRI vs REET

AFRI

BREET

Measures won2–4REET wins · of 6 · 5Y

$10,000 · 5Y$11,730FRI · REET $10,739

Lowest cost0.14%REET · $14 on $10k

Most income3.44%REET · $344 on $10k

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

Held in common72.7%FRI and REET

FRI

REET

First Trust S&P REIT Index Fund · $204MiShares Global REIT ETF · $4.9B

+16.0%3 years · per year$15,611 · $14,814+14.0%

+3.2%5 years · per year$11,730 · $10,739+1.4%

0.51%Expense ratio$51 · $14 on $10k · lower wins0.14%

2.56%12-mo yield$256 · $344 on $10k3.44%

−12.1%Worst dropSmaller wins−11.3%

13.7%VolatilityLower wins12.6%

2–4REET wins

$10,000 · 5 yearsOne scale

Shared top holdingsFRI · REET

12.9%WELL9.8%

9.0%PLD6.8%

4.7%EQIX5.7%

4.8%SPG4.0%

Held in common72.7%

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	AFRI	First Trust S&P REIT Index FundRead Desk		0.51%	2.56%	−1.6%	+16.0%	+15.9%	+16.0%	+3.2%	−12.1%	$204M
2	BREET	iShares Global REIT ETFRead Desk		0.14%	3.44%	−1.5%	+10.5%	+11.2%	+14.0%	+1.4%	−11.3%	$4.9B

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	AFRI	First Trust S&P REIT Index FundRead Desk		0.51%	2.56%	−1.6%	+16.0%	+15.9%	+16.0%	+3.2%	−12.1%	$204M
2	BREET	iShares Global REIT ETFRead Desk		0.14%	3.44%	−1.5%	+10.5%	+11.2%	+14.0%	+1.4%	−11.3%	$4.9B

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

FRI vs REET

FRI

First Trust S&P REIT Index Fund

$11,730

REET

iShares Global REIT

$10,739

MeasureFRIREET

Fee0.51%0.14%

Cost on $10k a year$51$14

Yield2.56%3.44%

5 years, per year+3.2%+1.4%

3 years, per year+16.0%+14.0%

Worst drop · 1Y−12.1%−11.3%

Volatility · 1Y13.7%12.6%

4–2measures won
REET first

72.7%

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: FRI, REET

Today

72.7%most shared, FRI and REET

FRIREET

FRI—72.7%

REET72.7%—

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

FRI$256 − $51 = $205

KeptFee

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