FRI vs XLRE

AFRI

BXLRE

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$11,821FRI · XLRE $10,907

Lowest cost0.08%XLRE · $8 on $10k

Most income3.28%XLRE · $328 on $10k

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

Held in common66.0%FRI and XLRE

FRI

XLRE

First Trust S&P REIT Index Fund · $205MState Street Real Estate Select Sector SPDR ETF · $8.4B

+15.6%3 years · per year$15,457 · $14,657+13.6%

+3.4%5 years · per year$11,821 · $10,907+1.8%

0.51%Expense ratio$51 · $8 on $10k · lower wins0.08%

2.57%12-mo yield$257 · $328 on $10k3.28%

−12.1%Worst dropSmaller wins−11.1%

13.7%VolatilityLower wins14.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFRI · XLRE

12.9%WELL11.6%

8.9%PLD8.0%

4.6%SPG4.9%

4.5%EQIX6.4%

Held in common66.0%

End-of-day Nov 6, 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%	2.57%	−0.3%	+15.7%	+15.4%	+15.6%	+3.4%	−12.1%	$205M
2	BXLRE	State Street Real Estate Select Sector SPDR ETFRead Desk		0.08%	3.28%	−0.7%	+11.6%	+11.3%	+13.6%	+1.8%	−11.1%	$8.4B

End-of-day Nov 6, 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%	2.57%	−0.3%	+15.7%	+15.4%	+15.6%	+3.4%	−12.1%	$205M
2	BXLRE	State Street Real Estate Select Sector SPDR ETFRead Desk		0.08%	3.28%	−0.7%	+11.6%	+11.3%	+13.6%	+1.8%	−11.1%	$8.4B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FRI vs XLRE

FRI

First Trust S&P REIT Index Fund

$11,821

XLRE

Real Estate Select Sector SPDR

$10,907

MeasureFRIXLRE

Fee0.51%0.08%

Cost on $10k a year$51$8

Yield2.57%3.28%

5 years, per year+3.4%+1.8%

3 years, per year+15.6%+13.6%

Worst drop · 1Y−12.1%−11.1%

Volatility · 1Y13.7%14.7%

3–3measures won
level

66.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: FRI, XLRE

Today

66.0%most shared, FRI and XLRE

FRIXLRE

FRI—66.0%

XLRE66.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$320most kept, XLRE

XLRE$328 − $8 = $320

FRI$257 − $51 = $206

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee