RWR vs SPY

ARWR

BSPY

Measures won1–5SPY wins · of 6 · 5Y

$10,000 · 5Y$17,099SPY · RWR $11,973

Lowest cost0.09%SPY · $9 on $10k

Most income3.34%RWR · $334 on $10k

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

Held in common1.4%RWR and SPY

RWR

SPY

State Street SPDR Dow Jones REIT ETF · $1.8BState Street SPDR S&P 500 ETF · $805B

+17.5%3 years · per year$16,229 · $18,174+22.0%

+3.7%5 years · per year$11,973 · $17,099+11.3%

0.25%Expense ratio$25 · $9 on $10k · lower wins0.09%

3.34%12-mo yield$334 · $103 on $10k1.03%

−12.8%Worst dropSmaller wins−8.9%

14.2%VolatilityLower wins13.6%

1–5SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsRWR · SPY

10.3%WELL0.3%

9.4%PLD0.2%

4.4%EQIX0.2%

4.9%SPG0.1%

Held in common1.4%

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
2	ARWR	State Street SPDR Dow Jones REIT ETFRead Desk		0.25%	3.34%	+2.9%	+17.8%	+18.8%	+17.5%	+3.7%	−12.8%	$1.8B

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
2	ARWR	State Street SPDR Dow Jones REIT ETFRead Desk		0.25%	3.34%	+2.9%	+17.8%	+18.8%	+17.5%	+3.7%	−12.8%	$1.8B

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 SPY

RWR

SPDR Dow Jones REIT

$11,973

SPY

SPDR S&P 500

$17,099

MeasureRWRSPY

Fee0.25%0.09%

Cost on $10k a year$25$9

Yield3.34%1.03%

5 years, per year+3.7%+11.3%

3 years, per year+17.5%+22.0%

Worst drop · 1Y−12.8%−8.9%

Volatility · 1Y14.2%13.6%

5–1measures won
SPY first

1.4%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: RWR, SPY

Today

1.4%most shared, RWR and SPY

RWRSPY

RWR—1.4%

SPY1.4%—

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

Income After Fees on $10,000

$309most kept, RWR

RWR$334 − $25 = $309

SPY$103 − $9 = $94

KeptFee

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