REET vs XLRE

AREET

BXLRE

Measures won2–4XLRE wins · of 6 · 5Y

$10,000 · 5Y$10,775XLRE · REET $10,701

Lowest cost0.08%XLRE · $8 on $10k

Most income3.48%REET · $348 on $10k

Smallest drop−11.1%XLRE · worst fall in 1Y

Held in common55.0%REET and XLRE

REET

XLRE

iShares Global REIT ETF · $4.8BState Street Real Estate Select Sector SPDR ETF · $8.3B

+14.3%3 years · per year$14,936 · $14,961+14.4%

+1.4%5 years · per year$10,701 · $10,775+1.5%

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

3.48%12-mo yield$348 · $330 on $10k3.30%

−11.3%Worst dropSmaller wins−11.1%

12.2%VolatilityLower wins14.2%

2–4XLRE wins

$10,000 · 5 yearsOne scale

Shared top holdingsREET · XLRE

9.6%WELL11.3%

6.9%PLD8.2%

5.7%EQIX6.9%

3.9%SPG4.8%

Held in common55.0%

End-of-day Nov 3, 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	BXLRE	State Street Real Estate Select Sector SPDR ETFRead Desk		0.08%	3.30%	+0.1%	+10.8%	+10.5%	+14.4%	+1.5%	−11.1%	$8.3B
2	AREET	iShares Global REIT ETFRead Desk		0.14%	3.48%	+0.1%	+9.3%	+9.8%	+14.3%	+1.4%	−11.3%	$4.8B

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BXLRE	State Street Real Estate Select Sector SPDR ETFRead Desk		0.08%	3.30%	+0.1%	+10.8%	+10.5%	+14.4%	+1.5%	−11.1%	$8.3B
2	AREET	iShares Global REIT ETFRead Desk		0.14%	3.48%	+0.1%	+9.3%	+9.8%	+14.3%	+1.4%	−11.3%	$4.8B

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

REET vs XLRE

REET

iShares Global REIT

$10,701

XLRE

Real Estate Select Sector SPDR

$10,775

MeasureREETXLRE

Fee0.14%0.08%

Cost on $10k a year$14$8

Yield3.48%3.30%

5 years, per year+1.4%+1.5%

3 years, per year+14.3%+14.4%

Worst drop · 1Y−11.3%−11.1%

Volatility · 1Y12.2%14.2%

4–2measures won
XLRE first

55.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: REET, XLRE

Today

55.0%most shared, REET and XLRE

REETXLRE

REET—55.0%

XLRE55.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$334most kept, REET

REET$348 − $14 = $334

XLRE$330 − $8 = $322

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee