NURE vs SPY

ANURE

BSPY

Measures won1–5SPY wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY · NURE $10,157

Lowest cost0.09%SPY · $9 on $10k

Most income4.02%NURE · $402 on $10k

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

Held in common0.4%NURE and SPY

NURE

SPY

Nuveen Short-Term REIT · $32MState Street SPDR S&P 500 ETF · $819B

+12.8%3 years · per year$14,340 · $18,039+21.7%

+0.3%5 years · per year$10,157 · $17,118+11.3%

0.35%Expense ratio$35 · $9 on $10k · lower wins0.09%

4.02%12-mo yield$402 · $103 on $10k1.03%

−11.3%Worst dropSmaller wins−8.9%

15.9%VolatilityLower wins13.6%

1–5SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsNURE · SPY

5.4%PSA0.1%

4.7%VMRK0.1%

5.5%EXR0.1%

4.6%ESS0.0%

Held in common0.4%

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	ANURE	Nuveen Short-Term REITRead Desk		0.35%	4.02%	−1.7%	+18.8%	+23.4%	+12.8%	+0.3%	−11.3%	$32M

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	ANURE	Nuveen Short-Term REITRead Desk		0.35%	4.02%	−1.7%	+18.8%	+23.4%	+12.8%	+0.3%	−11.3%	$32M

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

NURE vs SPY

NURE

Nuveen Short-Term REIT

$10,157

SPY

SPDR S&P 500

$17,118

MeasureNURESPY

Fee0.35%0.09%

Cost on $10k a year$35$9

Yield4.02%1.03%

5 years, per year+0.3%+11.3%

3 years, per year+12.8%+21.7%

Worst drop · 1Y−11.3%−8.9%

Volatility · 1Y15.9%13.6%

5–1measures won
SPY first

0.4%

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: NURE, SPY

Today

0.4%most shared, NURE and SPY

NURESPY

NURE—0.4%

SPY0.4%—

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

Income After Fees on $10,000

$367most kept, NURE

NURE$402 − $35 = $367

SPY$103 − $9 = $94

KeptFee

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