REIT vs SPY

AREIT

BSPY

Measures won1–5SPY wins · of 6 · 5Y

$10,000 · 5Y$17,099SPY · REIT $11,725

Lowest cost0.09%SPY · $9 on $10k

Most income2.94%REIT · $294 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common1.1%REIT and SPY

REIT

SPY

ALPS Active REIT ETF · $57MState Street SPDR S&P 500 ETF · $819B

+14.8%3 years · per year$15,115 · $18,174+22.0%

+3.2%5 years · per year$11,725 · $17,099+11.3%

0.68%Expense ratio$68 · $9 on $10k · lower wins0.09%

2.94%12-mo yield$294 · $103 on $10k1.03%

−11.5%Worst dropSmaller wins−8.9%

13.7%VolatilityLower wins13.6%

1–5SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsREIT · SPY

10.6%WELL0.3%

8.3%PLD0.2%

9.7%EQIX0.2%

5.1%SPG0.1%

Held in common1.1%

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B
2	AREIT	ALPS Active REIT ETFRead Desk		0.68%	2.94%	−1.7%	+15.7%	+15.6%	+14.8%	+3.2%	−11.5%	$57M

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B
2	AREIT	ALPS Active REIT ETFRead Desk		0.68%	2.94%	−1.7%	+15.7%	+15.6%	+14.8%	+3.2%	−11.5%	$57M

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 SPY

REIT

ALPS Active REIT

$11,725

SPY

SPDR S&P 500

$17,099

MeasureREITSPY

Fee0.68%0.09%

Cost on $10k a year$68$9

Yield2.94%1.03%

5 years, per year+3.2%+11.3%

3 years, per year+14.8%+22.0%

Worst drop · 1Y−11.5%−8.9%

Volatility · 1Y13.7%13.6%

5–1measures won
SPY first

1.1%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: REIT, SPY

Today

1.1%most shared, REIT and SPY

REITSPY

REIT—1.1%

SPY1.1%—

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

SPY$103 − $9 = $94

KeptFee

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