REIT vs CRIB

AREIT

BCRIB

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$11,725REIT

Lowest cost0.49%CRIB · $49 on $10k

Most income2.94%REIT · $294 on $10k

Smallest drop−11.5%REIT · worst fall in 1Y

Held in common41.0%REIT and CRIB

REIT

CRIB

ALPS Active REIT ETF · $58MRussell Investments Global Real Estate ETF · $54M

+14.8%3 years · per year$15,115 · […][…]

+3.2%5 years · per year$11,725 · […][…]

0.68%Expense ratio$68 · $49 on $10k · lower wins0.49%

2.94%12-mo yield$294 · $0 on $10k0.00%

−11.5%Worst dropSmaller wins[…]

13.7%VolatilityLower wins[…]

1–1Level

$10,000 · 5 yearsOne scale

Shared top holdingsREIT · CRIB

10.6%WELL9.9%

9.7%EQIX7.1%

8.3%PLD5.7%

5.1%SPG2.8%

Held in common41.0%

End-of-day Nov 5, 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	AREIT	ALPS Active REIT ETFRead Desk		0.68%	2.94%	−1.7%	+15.7%	+15.6%	+14.8%	+3.2%	−11.5%	$58M
2	BCRIB	Russell Investments Global Real Estate ETFRead Desk		0.49%	0.00%	−1.2%	new	new	new	new	[…]	$54M

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

Both

5Y2 funds

#			Trend
1	AREIT	ALPS Active REIT ETFRead Desk		0.68%	2.94%	−1.7%	+15.7%	+15.6%	+14.8%	+3.2%	−11.5%	$58M
2	BCRIB	Russell Investments Global Real Estate ETFRead Desk		0.49%	0.00%	−1.2%	new	new	new	new	[…]	$54M

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

Cards for this view

REIT vs CRIB

REIT

ALPS Active REIT

$11,725

CRIB

Russell Investments Global Real Estate

[…]

MeasureREITCRIB

Fee0.68%0.49%

Cost on $10k a year$68$49

Yield2.94%0.00%

5 years, per year+3.2%[…]

3 years, per year+14.8%[…]

Worst drop · 1Y−11.5%[…]

Volatility · 1Y13.7%[…]

1–1measures won
level

41.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: REIT, CRIB

Today

41.0%most shared, REIT and CRIB

REITCRIB

REIT—41.0%

CRIB41.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$226most kept, REIT

REIT$294 − $68 = $226

CRIB$0 − $49 = −$49

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee