ICF vs REET

AICF

BREET

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$11,287ICF · REET $11,038

Lowest cost0.14%REET · $14 on $10k

Most income3.39%REET · $339 on $10k

Smallest drop−10.6%ICF · worst fall in 1Y

Held in common55.1%ICF and REET

ICF

REET

iShares Select U.S. REIT ETF · $2.1BiShares Global REIT ETF · $4.9B

+16.1%3 years · per year$15,662 · $15,230+15.1%

+2.5%5 years · per year$11,287 · $11,038+2.0%

0.32%Expense ratio$32 · $14 on $10k · lower wins0.14%

2.52%12-mo yield$252 · $339 on $10k3.39%

−10.6%Worst dropSmaller wins−11.3%

14.4%VolatilityLower wins12.5%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsICF · REET

8.3%WELL9.7%

7.5%PLD6.8%

7.9%EQIX5.6%

6.2%SPG4.0%

Held in common55.1%

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	AICF	iShares Select U.S. REIT ETFRead Desk		0.32%	2.52%	+3.2%	+18.0%	+17.8%	+16.1%	+2.5%	−10.6%	$2.1B
2	BREET	iShares Global REIT ETFRead Desk		0.14%	3.39%	+2.7%	+12.2%	+12.6%	+15.1%	+2.0%	−11.3%	$4.9B

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	AICF	iShares Select U.S. REIT ETFRead Desk		0.32%	2.52%	+3.2%	+18.0%	+17.8%	+16.1%	+2.5%	−10.6%	$2.1B
2	BREET	iShares Global REIT ETFRead Desk		0.14%	3.39%	+2.7%	+12.2%	+12.6%	+15.1%	+2.0%	−11.3%	$4.9B

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

ICF vs REET

ICF

iShares Select U.S. REIT

$11,287

REET

iShares Global REIT

$11,038

MeasureICFREET

Fee0.32%0.14%

Cost on $10k a year$32$14

Yield2.52%3.39%

5 years, per year+2.5%+2.0%

3 years, per year+16.1%+15.1%

Worst drop · 1Y−10.6%−11.3%

Volatility · 1Y14.4%12.5%

3–3measures won
level

55.1%

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: ICF, REET

Today

55.1%most shared, ICF and REET

ICFREET

ICF—55.1%

REET55.1%—

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

ICF$252 − $32 = $220

KeptFee

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