REZ vs REIT

AREZ

BREIT

Measures won2–4REIT wins · of 6 · 5Y

$10,000 · 5Y$11,870REIT · REZ $11,747

Lowest cost0.48%REZ · $48 on $10k

Most income2.94%REIT · $294 on $10k

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

Held in common34.6%REZ and REIT

REZ

REIT

iShares Residential and Multisector Real Estate ETF · $843MALPS Active REIT ETF · $57M

+17.8%3 years · per year$16,343 · $14,967+14.4%

+3.3%5 years · per year$11,747 · $11,870+3.5%

0.48%Expense ratio$48 · $68 on $10k · lower wins0.68%

2.05%12-mo yield$205 · $294 on $10k2.94%

−12.9%Worst dropSmaller wins−11.5%

16.3%VolatilityLower wins13.7%

2–4REIT wins

$10,000 · 5 yearsOne scale

Shared top holdingsREZ · REIT

22.9%WELL10.6%

4.1%ESS4.2%

2.9%ELS4.0%

3.9%INVH2.6%

Held in common34.6%

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	BREIT	ALPS Active REIT ETFRead Desk		0.68%	2.94%	0.0%	+15.7%	+15.5%	+14.4%	+3.5%	−11.5%	$57M
2	AREZ	iShares Residential and Multisector Real Estate ETFRead Desk		0.48%	2.05%	−0.4%	+16.1%	+16.6%	+17.8%	+3.3%	−12.9%	$843M

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	BREIT	ALPS Active REIT ETFRead Desk		0.68%	2.94%	0.0%	+15.7%	+15.5%	+14.4%	+3.5%	−11.5%	$57M
2	AREZ	iShares Residential and Multisector Real Estate ETFRead Desk		0.48%	2.05%	−0.4%	+16.1%	+16.6%	+17.8%	+3.3%	−12.9%	$843M

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

REZ vs REIT

REZ

iShares Residential and Multisector Real Estate

$11,747

REIT

ALPS Active REIT

$11,870

MeasureREZREIT

Fee0.48%0.68%

Cost on $10k a year$48$68

Yield2.05%2.94%

5 years, per year+3.3%+3.5%

3 years, per year+17.8%+14.4%

Worst drop · 1Y−12.9%−11.5%

Volatility · 1Y16.3%13.7%

4–2measures won
REIT first

34.6%

holdings shared

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

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

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

Overlap: REZ, REIT

Today

34.6%most shared, REZ and REIT

REZREIT

REZ—34.6%

REIT34.6%—

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

REZ$205 − $48 = $157

KeptFee

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