NURE vs PPTY

ANURE

BPPTY

Measures won4–2NURE wins · of 6 · 5Y

$10,000 · 5Y$10,403PPTY · NURE $10,194

Lowest cost0.35%NURE · $35 on $10k

Most income4.06%NURE · $406 on $10k

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

Held in common19.5%NURE and PPTY

NURE

PPTY

Nuveen Short-Term REIT · $32MUS Diversified Real Estate ETF · $23M

+13.2%3 years · per year$14,487 · $14,439+13.0%

+0.4%5 years · per year$10,194 · $10,403+0.8%

0.35%Expense ratio$35 · $53 on $10k · lower wins0.53%

4.06%12-mo yield$406 · $257 on $10k2.57%

−11.3%Worst dropSmaller wins−11.8%

15.6%VolatilityLower wins13.6%

4–2NURE wins

$10,000 · 5 yearsOne scale

Shared top holdingsNURE · PPTY

4.7%AMH2.6%

4.8%UDR2.1%

4.6%ESS2.0%

4.4%MAA2.0%

Held in common19.5%

End-of-day Nov 3, 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	BPPTY	US Diversified Real Estate ETFRead Desk		0.53%	2.57%	−0.2%	+10.8%	+12.2%	+13.0%	+0.8%	−11.8%	$23M
2	ANURE	Nuveen Short-Term REITRead Desk		0.35%	4.06%	−0.4%	+17.7%	+22.7%	+13.2%	+0.4%	−11.3%	$32M

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

Both

5Y2 funds

#			Trend
1	BPPTY	US Diversified Real Estate ETFRead Desk		0.53%	2.57%	−0.2%	+10.8%	+12.2%	+13.0%	+0.8%	−11.8%	$23M
2	ANURE	Nuveen Short-Term REITRead Desk		0.35%	4.06%	−0.4%	+17.7%	+22.7%	+13.2%	+0.4%	−11.3%	$32M

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

Cards for this view

NURE vs PPTY

NURE

Nuveen Short-Term REIT

$10,194

PPTY

US Diversified Real Estate

$10,403

MeasureNUREPPTY

Fee0.35%0.53%

Cost on $10k a year$35$53

Yield4.06%2.57%

5 years, per year+0.4%+0.8%

3 years, per year+13.2%+13.0%

Worst drop · 1Y−11.3%−11.8%

Volatility · 1Y15.6%13.6%

4–2measures won
NURE first

19.5%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: NURE, PPTY

Today

19.5%most shared, NURE and PPTY

NUREPPTY

NURE—19.5%

PPTY19.5%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$371most kept, NURE

NURE$406 − $35 = $371

PPTY$257 − $53 = $204

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee