REZ vs SPY

AREZ

BSPY

Measures won1–5SPY wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY · REZ $11,747

Lowest cost0.09%SPY · $9 on $10k

Most income2.05%REZ · $205 on $10k

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

Held in common0.7%REZ and SPY

REZ

SPY

iShares Residential and Multisector Real Estate ETF · $840MState Street SPDR S&P 500 ETF · $778B

+17.8%3 years · per year$16,343 · $18,039+21.7%

+3.3%5 years · per year$11,747 · $17,118+11.3%

0.48%Expense ratio$48 · $9 on $10k · lower wins0.09%

2.05%12-mo yield$205 · $103 on $10k1.03%

−12.9%Worst dropSmaller wins−8.9%

16.3%VolatilityLower wins13.6%

1–5SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsREZ · SPY

22.9%WELL0.3%

8.6%PSA0.1%

7.4%VMRK0.1%

6.8%VTR0.1%

Held in common0.7%

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$777.7B
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%	$840M

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$777.7B
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%	$840M

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 SPY

REZ

iShares Residential and Multisector Real Estate

$11,747

SPY

SPDR S&P 500

$17,118

MeasureREZSPY

Fee0.48%0.09%

Cost on $10k a year$48$9

Yield2.05%1.03%

5 years, per year+3.3%+11.3%

3 years, per year+17.8%+21.7%

Worst drop · 1Y−12.9%−8.9%

Volatility · 1Y16.3%13.6%

5–1measures won
SPY first

0.7%

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%

$178BAssets$778B

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: REZ, SPY

Today

0.7%most shared, REZ and SPY

REZSPY

REZ—0.7%

SPY0.7%—

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

Income After Fees on $10,000

$157most kept, REZ

REZ$205 − $48 = $157

SPY$103 − $9 = $94

KeptFee

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