IYR vs SPYM

AIYR

BSPYM

Measures won1–5SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,192SPYM · IYR $10,558

Lowest cost0.02%SPYM · $2 on $10k

Most income2.35%IYR · $235 on $10k

Smallest drop−8.9%SPYM · worst fall in 1Y

Held in common1.9%IYR and SPYM

IYR

SPYM

iShares U.S. Real Estate ETF · $4.0BState Street SPDR Portfolio S&P 500 ETF · $182B

+13.0%3 years · per year$14,416 · $18,082+21.8%

+1.1%5 years · per year$10,558 · $17,192+11.4%

0.37%Expense ratio$37 · $2 on $10k · lower wins0.02%

2.35%12-mo yield$235 · $105 on $10k1.05%

−11.8%Worst dropSmaller wins−8.9%

14.4%VolatilityLower wins13.6%

1–5SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsIYR · SPYM

10.2%WELL0.3%

8.6%PLD0.2%

4.4%EQIX0.2%

5.0%AMT0.1%

Held in common1.9%

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
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 SPYM

IYR

iShares U.S. Real Estate

$10,558

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureIYRSPYM

Fee0.37%0.02%

Cost on $10k a year$37$2

Yield2.35%1.05%

5 years, per year+1.1%+11.4%

3 years, per year+13.0%+21.8%

Worst drop · 1Y−11.8%−8.9%

Volatility · 1Y14.4%13.6%

5–1measures won
SPYM first

1.9%

holdings shared

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

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

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

Overlap: IYR, SPYM

Today

1.9%most shared, IYR and SPYM

IYRSPYM

IYR—1.9%

SPYM1.9%—

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

Income After Fees on $10,000

$198most kept, IYR

IYR$235 − $37 = $198

SPYM$105 − $2 = $103

KeptFee

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