REIX vs VYM

AREIX

BVYM

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$17,254VYM

Lowest cost0.04%VYM · $4 on $10k

Most income2.62%REIX · $262 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common4.3%REIX and VYM

REIX

VYM

NYLIM CBRE Real Estate & Infrastructure ETF · $36MVanguard High Dividend Yield ETF · $78.9B

[…]3 years · per year[…] · $17,150+19.7%

[…]5 years · per year[…] · $17,254+11.5%

0.65%Expense ratio$65 · $4 on $10k · lower wins0.04%

2.62%12-mo yield$262 · $226 on $10k2.26%

[…]Worst dropSmaller wins−6.7%

[…]VolatilityLower wins10.8%

1–1Level

$10,000 · 5 yearsOne scale

Shared top holdingsREIX · VYM

1.6%UNP0.7%

1.3%NEE0.7%

0.8%SO0.4%

1.8%WMB0.4%

Held in common4.3%

End-of-day Nov 9, 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	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.26%	+2.3%	+15.4%	+19.5%	+19.7%	+11.5%	−6.7%	$78.9B
2	AREIX	NYLIM CBRE Real Estate & Infrastructure ETFRead Desk		0.65%	2.62%	+1.6%	new	new	new	new	[…]	$36M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.26%	+2.3%	+15.4%	+19.5%	+19.7%	+11.5%	−6.7%	$78.9B
2	AREIX	NYLIM CBRE Real Estate & Infrastructure ETFRead Desk		0.65%	2.62%	+1.6%	new	new	new	new	[…]	$36M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

REIX vs VYM

REIX

NYLIM CBRE Real Estate & Infrastructure

[…]

VYM

Vanguard High Dividend Yield

$17,254

MeasureREIXVYM

Fee0.65%0.04%

Cost on $10k a year$65$4

Yield2.62%2.26%

5 years, per year[…]+11.5%

3 years, per year[…]+19.7%

Worst drop · 1Y[…]−6.7%

Volatility · 1Y[…]10.8%

1–1measures won
level

4.3%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: REIX, VYM

Today

4.3%most shared, REIX and VYM

REIXVYM

REIX—4.3%

VYM4.3%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$222most kept, VYM

VYM$226 − $4 = $222

REIX$262 − $65 = $197

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee