RWR vs REET

ARWR

BREET

Measures won2–4REET wins · of 6 · 5Y

$10,000 · 5Y$11,973RWR · REET $10,739

Lowest cost0.14%REET · $14 on $10k

Most income3.44%REET · $344 on $10k

Smallest drop−11.3%REET · worst fall in 1Y

Held in common67.4%RWR and REET

RWR

REET

State Street SPDR Dow Jones REIT ETF · $1.9BiShares Global REIT ETF · $4.9B

+17.5%3 years · per year$16,229 · $14,814+14.0%

+3.7%5 years · per year$11,973 · $10,739+1.4%

0.25%Expense ratio$25 · $14 on $10k · lower wins0.14%

3.38%12-mo yield$338 · $344 on $10k3.44%

−12.8%Worst dropSmaller wins−11.3%

14.2%VolatilityLower wins12.6%

2–4REET wins

$10,000 · 5 yearsOne scale

Shared top holdingsRWR · REET

10.3%WELL9.8%

9.4%PLD6.8%

4.4%EQIX5.7%

4.9%SPG4.0%

Held in common67.4%

End-of-day Nov 5, 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	ARWR	State Street SPDR Dow Jones REIT ETFRead Desk		0.25%	3.38%	+2.9%	+17.8%	+18.8%	+17.5%	+3.7%	−12.8%	$1.9B
2	BREET	iShares Global REIT ETFRead Desk		0.14%	3.44%	−1.5%	+10.5%	+11.2%	+14.0%	+1.4%	−11.3%	$4.9B

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

Both

5Y2 funds

#			Trend
1	ARWR	State Street SPDR Dow Jones REIT ETFRead Desk		0.25%	3.38%	+2.9%	+17.8%	+18.8%	+17.5%	+3.7%	−12.8%	$1.9B
2	BREET	iShares Global REIT ETFRead Desk		0.14%	3.44%	−1.5%	+10.5%	+11.2%	+14.0%	+1.4%	−11.3%	$4.9B

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

Cards for this view

RWR vs REET

RWR

SPDR Dow Jones REIT

$11,973

REET

iShares Global REIT

$10,739

MeasureRWRREET

Fee0.25%0.14%

Cost on $10k a year$25$14

Yield3.38%3.44%

5 years, per year+3.7%+1.4%

3 years, per year+17.5%+14.0%

Worst drop · 1Y−12.8%−11.3%

Volatility · 1Y14.2%12.6%

3–2measures won
REET first

67.4%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: RWR, REET

Today

67.4%most shared, RWR and REET

RWRREET

RWR—67.4%

REET67.4%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$330most kept, REET

REET$344 − $14 = $330

RWR$338 − $25 = $313

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee