REET vs XLE

AREET

BXLE

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$25,568XLE · REET $10,828

Lowest cost0.08%XLE · $8 on $10k

Most income3.45%REET · $345 on $10k

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

Held in common0.0%REET and XLE

REET

XLE

iShares Global REIT ETF · $4.9BState Street Energy Select Sector SPDR ETF · $40.5B

+13.6%3 years · per year$14,647 · $15,939+16.8%

+1.6%5 years · per year$10,828 · $25,568+20.7%

0.14%Expense ratio$14 · $8 on $10k · lower wins0.08%

3.45%12-mo yield$345 · $247 on $10k2.47%

−11.3%Worst dropSmaller wins−15.0%

12.6%VolatilityLower wins23.3%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsREET · XLE

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	BXLE	State Street Energy Select Sector SPDR ETFRead Desk		0.08%	2.47%	0.0%	+40.6%	+45.0%	+16.8%	+20.7%	−15.0%	$40.5B
2	AREET	iShares Global REIT ETFRead Desk		0.14%	3.45%	−0.3%	+10.2%	+10.8%	+13.6%	+1.6%	−11.3%	$4.9B

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	BXLE	State Street Energy Select Sector SPDR ETFRead Desk		0.08%	2.47%	0.0%	+40.6%	+45.0%	+16.8%	+20.7%	−15.0%	$40.5B
2	AREET	iShares Global REIT ETFRead Desk		0.14%	3.45%	−0.3%	+10.2%	+10.8%	+13.6%	+1.6%	−11.3%	$4.9B

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

REET vs XLE

REET

iShares Global REIT

$10,828

XLE

Energy Select Sector SPDR

$25,569

MeasureREETXLE

Fee0.14%0.08%

Cost on $10k a year$14$8

Yield3.45%2.47%

5 years, per year+1.6%+20.7%

3 years, per year+13.6%+16.8%

Worst drop · 1Y−11.3%−15.0%

Volatility · 1Y12.6%23.3%

3–3measures won
level

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.6%

+40.6%Year to date+38.6%

2.5%Yield2.4%

$40.5BAssets$10.4B

2–0XLE 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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: REET, XLE

Today

0.0%most shared, REET and XLE

REETXLE

REET—0.0%

XLE0.0%—

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

Income After Fees on $10,000

$331most kept, REET

REET$345 − $14 = $331

XLE$247 − $8 = $239

KeptFee

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