PPTY vs RWR

APPTY

BRWR

Measures won2–4RWR wins · of 6 · 5Y

$10,000 · 5Y$11,716RWR · PPTY $10,581

Lowest cost0.25%RWR · $25 on $10k

Most income3.39%RWR · $339 on $10k

Smallest drop−11.8%PPTY · worst fall in 1Y

Held in common52.9%PPTY and RWR

PPTY

RWR

US Diversified Real Estate ETF · $23MState Street SPDR Dow Jones REIT ETF · $1.9B

+12.3%3 years · per year$14,162 · $15,574+15.9%

+1.1%5 years · per year$10,581 · $11,716+3.2%

0.53%Expense ratio$53 · $25 on $10k · lower wins0.25%

2.54%12-mo yield$254 · $339 on $10k3.39%

−11.8%Worst dropSmaller wins−12.8%

14.0%VolatilityLower wins14.2%

2–4RWR wins

$10,000 · 5 yearsOne scale

Shared top holdingsPPTY · RWR

4.2%EQIX4.3%

3.8%PLD9.4%

3.5%DLR4.1%

3.4%WELL10.3%

Held in common52.9%

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	BRWR	State Street SPDR Dow Jones REIT ETFRead Desk		0.25%	3.39%	−0.2%	+15.8%	+16.3%	+15.9%	+3.2%	−12.8%	$1.9B
2	APPTY	US Diversified Real Estate ETFRead Desk		0.53%	2.54%	−0.3%	+12.2%	+12.8%	+12.3%	+1.1%	−11.8%	$23M

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	BRWR	State Street SPDR Dow Jones REIT ETFRead Desk		0.25%	3.39%	−0.2%	+15.8%	+16.3%	+15.9%	+3.2%	−12.8%	$1.9B
2	APPTY	US Diversified Real Estate ETFRead Desk		0.53%	2.54%	−0.3%	+12.2%	+12.8%	+12.3%	+1.1%	−11.8%	$23M

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

PPTY vs RWR

PPTY

US Diversified Real Estate

$10,581

RWR

SPDR Dow Jones REIT

$11,716

MeasurePPTYRWR

Fee0.53%0.25%

Cost on $10k a year$53$25

Yield2.54%3.39%

5 years, per year+1.1%+3.2%

3 years, per year+12.3%+15.9%

Worst drop · 1Y−11.8%−12.8%

Volatility · 1Y14.0%14.2%

4–2measures won
RWR first

52.9%

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: PPTY, RWR

Today

52.9%most shared, PPTY and RWR

PPTYRWR

PPTY—52.9%

RWR52.9%—

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

Income After Fees on $10,000

$314most kept, RWR

RWR$339 − $25 = $314

PPTY$254 − $53 = $201

KeptFee

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