PPTY vs REET

APPTY

BREET

Measures won0–6REET wins · of 6 · 5Y

$10,000 · 5Y$11,038REET · PPTY $10,792

Lowest cost0.14%REET · $14 on $10k

Most income3.39%REET · $339 on $10k

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

Held in common43.0%PPTY and REET

PPTY

REET

US Diversified Real Estate ETF · $23MiShares Global REIT ETF · $4.9B

+13.7%3 years · per year$14,700 · $15,230+15.1%

+1.5%5 years · per year$10,792 · $11,038+2.0%

0.53%Expense ratio$53 · $14 on $10k · lower wins0.14%

2.49%12-mo yield$249 · $339 on $10k3.39%

−11.8%Worst dropSmaller wins−11.3%

13.9%VolatilityLower wins12.5%

0–6REET wins

$10,000 · 5 yearsOne scale

Shared top holdingsPPTY · REET

4.4%EQIX5.6%

3.8%PLD6.8%

3.6%DLR3.7%

3.3%WELL9.7%

Held in common43.0%

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	BREET	iShares Global REIT ETFRead Desk		0.14%	3.39%	+2.7%	+12.2%	+12.6%	+15.1%	+2.0%	−11.3%	$4.9B
2	APPTY	US Diversified Real Estate ETFRead Desk		0.53%	2.49%	+3.1%	+14.2%	+15.6%	+13.7%	+1.5%	−11.8%	$23M

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	BREET	iShares Global REIT ETFRead Desk		0.14%	3.39%	+2.7%	+12.2%	+12.6%	+15.1%	+2.0%	−11.3%	$4.9B
2	APPTY	US Diversified Real Estate ETFRead Desk		0.53%	2.49%	+3.1%	+14.2%	+15.6%	+13.7%	+1.5%	−11.8%	$23M

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

PPTY vs REET

PPTY

US Diversified Real Estate

$10,792

REET

iShares Global REIT

$11,038

MeasurePPTYREET

Fee0.53%0.14%

Cost on $10k a year$53$14

Yield2.49%3.39%

5 years, per year+1.5%+2.0%

3 years, per year+13.7%+15.1%

Worst drop · 1Y−11.8%−11.3%

Volatility · 1Y13.9%12.5%

6–0measures won
REET first

43.0%

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: PPTY, REET

Today

43.0%most shared, PPTY and REET

PPTYREET

PPTY—43.0%

REET43.0%—

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

PPTY$249 − $53 = $196

KeptFee

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