REAI vs REET

AREAI

BREET

Measures won1–4REET wins · of 6 · 5Y

$10,000 · 5Y$11,038REET

Lowest cost0.14%REET · $14 on $10k

Most income3.39%REET · $339 on $10k

Smallest drop−10.2%REAI · worst fall in 1Y

Held in common24.0%REAI and REET

REAI

REET

Intelligent Real Estate ETF · $1MiShares Global REIT ETF · $4.9B

+11.6%3 years · per year$13,906 · $15,230+15.1%

[…]5 years · per year[…] · $11,038+2.0%

0.59%Expense ratio$59 · $14 on $10k · lower wins0.14%

2.31%12-mo yield$231 · $339 on $10k3.39%

−10.2%Worst dropSmaller wins−11.3%

14.8%VolatilityLower wins12.5%

1–4REET wins

$10,000 · 5 yearsOne scale

Shared top holdingsREAI · REET

9.9%EQIX5.6%

4.2%PLD6.8%

9.5%DLR3.7%

5.0%PSA3.1%

Held in common24.0%

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	AREAI	Intelligent Real Estate ETFRead Desk		0.59%	2.31%	+3.1%	+13.3%	+5.8%	+11.6%	new	−10.2%	$1M

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	AREAI	Intelligent Real Estate ETFRead Desk		0.59%	2.31%	+3.1%	+13.3%	+5.8%	+11.6%	new	−10.2%	$1M

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

REAI vs REET

REAI

Intelligent Real Estate

[…]

REET

iShares Global REIT

$11,038

MeasureREAIREET

Fee0.59%0.14%

Cost on $10k a year$59$14

Yield2.31%3.39%

5 years, per year[…]+2.0%

3 years, per year+11.6%+15.1%

Worst drop · 1Y−10.2%−11.3%

Volatility · 1Y14.8%12.5%

4–1measures won
REET first

24.0%

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: REAI, REET

Today

24.0%most shared, REAI and REET

REAIREET

REAI—24.0%

REET24.0%—

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

REAI$231 − $59 = $172

KeptFee

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