REIT vs SPYM

AREIT

BSPYM

Measures won1–5SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,192SPYM · REIT $11,870

Lowest cost0.02%SPYM · $2 on $10k

Most income2.94%REIT · $294 on $10k

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

Held in common1.1%REIT and SPYM

REIT

SPYM

ALPS Active REIT ETF · $57MState Street SPDR Portfolio S&P 500 ETF · $182B

+14.4%3 years · per year$14,967 · $18,082+21.8%

+3.5%5 years · per year$11,870 · $17,192+11.4%

0.68%Expense ratio$68 · $2 on $10k · lower wins0.02%

2.94%12-mo yield$294 · $105 on $10k1.05%

−11.5%Worst dropSmaller wins−8.9%

13.7%VolatilityLower wins13.6%

1–5SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsREIT · SPYM

10.6%WELL0.3%

8.3%PLD0.2%

9.4%EQIX0.2%

5.1%SPG0.1%

Held in common1.1%

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	AREIT	ALPS Active REIT ETFRead Desk		0.68%	2.94%	0.0%	+15.7%	+15.5%	+14.4%	+3.5%	−11.5%	$57M

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	AREIT	ALPS Active REIT ETFRead Desk		0.68%	2.94%	0.0%	+15.7%	+15.5%	+14.4%	+3.5%	−11.5%	$57M

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

REIT vs SPYM

REIT

ALPS Active REIT

$11,870

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureREITSPYM

Fee0.68%0.02%

Cost on $10k a year$68$2

Yield2.94%1.05%

5 years, per year+3.5%+11.4%

3 years, per year+14.4%+21.8%

Worst drop · 1Y−11.5%−8.9%

Volatility · 1Y13.7%13.6%

5–1measures won
SPYM first

1.1%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM 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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: REIT, SPYM

Today

1.1%most shared, REIT and SPYM

REITSPYM

REIT—1.1%

SPYM1.1%—

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

Income After Fees on $10,000

$226most kept, REIT

REIT$294 − $68 = $226

SPYM$105 − $2 = $103

KeptFee

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