REZ vs SPYM

AREZ

BSPYM

Measures won1–5SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,553SPYM · REZ $11,827

Lowest cost0.02%SPYM · $2 on $10k

Most income2.04%REZ · $204 on $10k

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

Held in common0.7%REZ and SPYM

REZ

SPYM

iShares Residential and Multisector Real Estate ETF · $846MState Street SPDR Portfolio S&P 500 ETF · $179B

+17.0%3 years · per year$16,028 · $18,161+22.0%

+3.4%5 years · per year$11,827 · $17,553+11.9%

0.48%Expense ratio$48 · $2 on $10k · lower wins0.02%

2.04%12-mo yield$204 · $103 on $10k1.03%

−12.9%Worst dropSmaller wins−8.9%

16.3%VolatilityLower wins13.7%

1–5SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsREZ · SPYM

22.9%WELL0.3%

8.5%PSA0.1%

7.5%VMRK0.1%

6.8%VTR0.1%

Held in common0.7%

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	AREZ	iShares Residential and Multisector Real Estate ETFRead Desk		0.48%	2.04%	+0.8%	+17.0%	+18.3%	+17.0%	+3.4%	−12.9%	$846M

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	AREZ	iShares Residential and Multisector Real Estate ETFRead Desk		0.48%	2.04%	+0.8%	+17.0%	+18.3%	+17.0%	+3.4%	−12.9%	$846M

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

REZ vs SPYM

REZ

iShares Residential and Multisector Real Estate

$11,827

SPYM

SPDR Portfolio S&P 500

$17,553

MeasureREZSPYM

Fee0.48%0.02%

Cost on $10k a year$48$2

Yield2.04%1.03%

5 years, per year+3.4%+11.9%

3 years, per year+17.0%+22.0%

Worst drop · 1Y−12.9%−8.9%

Volatility · 1Y16.3%13.7%

5–1measures won
SPYM first

0.7%

holdings shared

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

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$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

Overlap: REZ, SPYM

Today

0.7%most shared, REZ and SPYM

REZSPYM

REZ—0.7%

SPYM0.7%—

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

Income After Fees on $10,000

$156most kept, REZ

REZ$204 − $48 = $156

SPYM$103 − $2 = $101

KeptFee

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