RWO vs SPY

ARWO

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY · RWO $10,748

Lowest cost0.09%SPY · $9 on $10k

Most income3.35%RWO · $335 on $10k

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

Held in common1.5%RWO and SPY

RWO

SPY

State Street SPDR Dow Jones Global Real Estate ETF · $1.3BState Street SPDR S&P 500 ETF · $819B

+13.8%3 years · per year$14,747 · $18,039+21.7%

+1.5%5 years · per year$10,748 · $17,118+11.3%

0.50%Expense ratio$50 · $9 on $10k · lower wins0.09%

3.35%12-mo yield$335 · $103 on $10k1.03%

−11.3%Worst dropSmaller wins−8.9%

13.3%VolatilityLower wins13.6%

2–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsRWO · SPY

10.5%WELL0.3%

7.3%PLD0.2%

5.8%EQIX0.2%

4.4%SPG0.1%

Held in common1.5%

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%	$818.5B
2	ARWO	State Street SPDR Dow Jones Global Real Estate ETFRead Desk		0.50%	3.35%	−0.4%	+10.8%	+11.5%	+13.8%	+1.5%	−11.3%	$1.3B

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%	$818.5B
2	ARWO	State Street SPDR Dow Jones Global Real Estate ETFRead Desk		0.50%	3.35%	−0.4%	+10.8%	+11.5%	+13.8%	+1.5%	−11.3%	$1.3B

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

RWO vs SPY

RWO

SPDR Dow Jones Global Real Estate

$10,748

SPY

SPDR S&P 500

$17,118

MeasureRWOSPY

Fee0.50%0.09%

Cost on $10k a year$50$9

Yield3.35%1.03%

5 years, per year+1.5%+11.3%

3 years, per year+13.8%+21.7%

Worst drop · 1Y−11.3%−8.9%

Volatility · 1Y13.3%13.6%

4–2measures won
SPY first

1.5%

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%

$182BAssets$819B

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: RWO, SPY

Today

1.5%most shared, RWO and SPY

RWOSPY

RWO—1.5%

SPY1.5%—

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

Income After Fees on $10,000

$285most kept, RWO

RWO$335 − $50 = $285

SPY$103 − $9 = $94

KeptFee

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