HAUS vs REET

AHAUS

BREET

Measures won0–5REET wins · of 6 · 5Y

$10,000 · 5Y$11,038REET

Lowest cost0.14%REET · $14 on $10k

Most income3.39%REET · $339 on $10k

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

Held in common22.8%HAUS and REET

HAUS

REET

Residential REIT ETF · $7MiShares Global REIT ETF · $4.9B

+12.3%3 years · per year$14,147 · $15,230+15.1%

[…]5 years · per year[…] · $11,038+2.0%

0.60%Expense ratio$60 · $14 on $10k · lower wins0.14%

3.24%12-mo yield$324 · $339 on $10k3.39%

−13.4%Worst dropSmaller wins−11.3%

15.2%VolatilityLower wins12.5%

0–5REET wins

$10,000 · 5 yearsOne scale

Shared top holdingsHAUS · REET

6.3%WELL9.7%

5.8%PSA3.1%

9.7%VMRK2.6%

5.6%VTR2.5%

Held in common22.8%

End-of-day Nov 4, 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	BREET	iShares Global REIT ETFRead Desk		0.14%	3.39%	+2.7%	+12.2%	+12.6%	+15.1%	+2.0%	−11.3%	$4.9B
2	AHAUS	Residential REIT ETFRead Desk		0.60%	3.24%	+3.2%	+4.2%	+8.9%	+12.3%	new	−13.4%	$7M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BREET	iShares Global REIT ETFRead Desk		0.14%	3.39%	+2.7%	+12.2%	+12.6%	+15.1%	+2.0%	−11.3%	$4.9B
2	AHAUS	Residential REIT ETFRead Desk		0.60%	3.24%	+3.2%	+4.2%	+8.9%	+12.3%	new	−13.4%	$7M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

HAUS vs REET

HAUS

Residential REIT

[…]

REET

iShares Global REIT

$11,038

MeasureHAUSREET

Fee0.60%0.14%

Cost on $10k a year$60$14

Yield3.24%3.39%

5 years, per year[…]+2.0%

3 years, per year+12.3%+15.1%

Worst drop · 1Y−13.4%−11.3%

Volatility · 1Y15.2%12.5%

5–0measures won
REET first

22.8%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: HAUS, REET

Today

22.8%most shared, HAUS and REET

HAUSREET

HAUS—22.8%

REET22.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$325most kept, REET

REET$339 − $14 = $325

HAUS$324 − $60 = $264

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee