REIX vs IDGT

AREIX

BIDGT

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$14,478IDGT

Lowest cost0.37%IDGT · $37 on $10k

Most income2.64%REIX · $264 on $10k

Smallest drop−25.3%IDGT · worst fall in 1Y

Held in common7.5%REIX and IDGT

REIX

IDGT

NYLIM CBRE Real Estate & Infrastructure ETF · $36MiShares U.S. Digital Infrastructure and Real Estate ETF · $477M

[…]3 years · per year[…] · $18,259+22.2%

[…]5 years · per year[…] · $14,477+7.7%

0.65%Expense ratio$65 · $37 on $10k · lower wins0.37%

2.64%12-mo yield$264 · $93 on $10k0.93%

[…]Worst dropSmaller wins−25.3%

[…]VolatilityLower wins27.5%

1–1Level

$10,000 · 5 yearsOne scale

Shared top holdingsREIX · IDGT

4.1%EQIX9.8%

2.0%AMT10.6%

1.3%DLR4.6%

Held in common7.5%

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	BIDGT	iShares U.S. Digital Infrastructure and Real Estate ETFRead Desk		0.37%	0.93%	−7.8%	+16.8%	+13.8%	+22.2%	+7.7%	−25.3%	$477M
2	AREIX	NYLIM CBRE Real Estate & Infrastructure ETFRead Desk		0.65%	2.64%	−1.1%	new	new	new	new	[…]	$36M

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	BIDGT	iShares U.S. Digital Infrastructure and Real Estate ETFRead Desk		0.37%	0.93%	−7.8%	+16.8%	+13.8%	+22.2%	+7.7%	−25.3%	$477M
2	AREIX	NYLIM CBRE Real Estate & Infrastructure ETFRead Desk		0.65%	2.64%	−1.1%	new	new	new	new	[…]	$36M

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

REIX vs IDGT

REIX

NYLIM CBRE Real Estate & Infrastructure

[…]

IDGT

iShares U.S. Digital Infrastructure and Real Estate

$14,477

MeasureREIXIDGT

Fee0.65%0.37%

Cost on $10k a year$65$37

Yield2.64%0.93%

5 years, per year[…]+7.7%

3 years, per year[…]+22.2%

Worst drop · 1Y[…]−25.3%

Volatility · 1Y[…]27.5%

1–1measures won
level

7.5%

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: REIX, IDGT

Today

7.5%most shared, REIX and IDGT

REIXIDGT

REIX—7.5%

IDGT7.5%—

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

Income After Fees on $10,000

$199most kept, REIX

REIX$264 − $65 = $199

IDGT$93 − $37 = $56

KeptFee

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