IYR vs REET

AIYR

BREET

Measures won0–6REET wins · of 6 · 5Y

$10,000 · 5Y$10,828REET · IYR $10,558

Lowest cost0.14%REET · $14 on $10k

Most income3.45%REET · $345 on $10k

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

Held in common64.1%IYR and REET

IYR

REET

iShares U.S. Real Estate ETF · $4.0BiShares Global REIT ETF · $4.9B

+13.0%3 years · per year$14,416 · $14,647+13.6%

+1.1%5 years · per year$10,558 · $10,828+1.6%

0.37%Expense ratio$37 · $14 on $10k · lower wins0.14%

2.35%12-mo yield$235 · $345 on $10k3.45%

−11.8%Worst dropSmaller wins−11.3%

14.4%VolatilityLower wins12.6%

0–6REET wins

$10,000 · 5 yearsOne scale

Shared top holdingsIYR · REET

10.2%WELL9.8%

8.6%PLD6.7%

4.4%EQIX5.4%

4.8%SPG4.0%

Held in common64.1%

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	BREET	iShares Global REIT ETFRead Desk		0.14%	3.45%	−0.3%	+10.2%	+10.8%	+13.6%	+1.6%	−11.3%	$4.9B
2	AIYR	iShares U.S. Real Estate ETFRead Desk		0.37%	2.35%	−0.6%	+9.9%	+9.9%	+13.0%	+1.1%	−11.8%	$4.0B

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	BREET	iShares Global REIT ETFRead Desk		0.14%	3.45%	−0.3%	+10.2%	+10.8%	+13.6%	+1.6%	−11.3%	$4.9B
2	AIYR	iShares U.S. Real Estate ETFRead Desk		0.37%	2.35%	−0.6%	+9.9%	+9.9%	+13.0%	+1.1%	−11.8%	$4.0B

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

IYR vs REET

IYR

iShares U.S. Real Estate

$10,558

REET

iShares Global REIT

$10,828

MeasureIYRREET

Fee0.37%0.14%

Cost on $10k a year$37$14

Yield2.35%3.45%

5 years, per year+1.1%+1.6%

3 years, per year+13.0%+13.6%

Worst drop · 1Y−11.8%−11.3%

Volatility · 1Y14.4%12.6%

6–0measures won
REET first

64.1%

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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: IYR, REET

Today

64.1%most shared, IYR and REET

IYRREET

IYR—64.1%

REET64.1%—

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

Income After Fees on $10,000

$331most kept, REET

REET$345 − $14 = $331

IYR$235 − $37 = $198

KeptFee

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