RWR vs VNQ

ARWR

BVNQ

Measures won2–4VNQ wins · of 6 · 5Y

$10,000 · 5Y$11,554RWR · VNQ $10,522

Lowest cost0.13%VNQ · $13 on $10k

Most income3.59%VNQ · $359 on $10k

Smallest drop−11.4%VNQ · worst fall in 1Y

Held in common73.9%RWR and VNQ

RWR

VNQ

State Street SPDR Dow Jones REIT ETF · $1.8BVanguard Real Estate ETF · $35.9B

+16.7%3 years · per year$15,876 · $15,000+14.5%

+2.9%5 years · per year$11,554 · $10,522+1.0%

0.25%Expense ratio$25 · $13 on $10k · lower wins0.13%

3.43%12-mo yield$343 · $359 on $10k3.59%

−12.8%Worst dropSmaller wins−11.4%

13.9%VolatilityLower wins13.7%

2–4VNQ wins

$10,000 · 5 yearsOne scale

Shared top holdingsRWR · VNQ

10.0%WELL10.7%

9.6%PLD8.0%

4.5%EQIX6.6%

4.8%SPG4.3%

Held in common73.9%

End-of-day Nov 3, 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%	3.43%	+0.1%	+14.5%	+15.4%	+16.7%	+2.9%	−12.8%	$1.8B
2	BVNQ	Vanguard Real Estate ETFRead Desk		0.13%	3.59%	−0.1%	+10.4%	+10.6%	+14.5%	+1.0%	−11.4%	$35.9B

End-of-day Nov 3, 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%	3.43%	+0.1%	+14.5%	+15.4%	+16.7%	+2.9%	−12.8%	$1.8B
2	BVNQ	Vanguard Real Estate ETFRead Desk		0.13%	3.59%	−0.1%	+10.4%	+10.6%	+14.5%	+1.0%	−11.4%	$35.9B

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

Cards for this view

RWR vs VNQ

RWR

SPDR Dow Jones REIT

$11,554

VNQ

Vanguard Real Estate

$10,522

MeasureRWRVNQ

Fee0.25%0.13%

Cost on $10k a year$25$13

Yield3.43%3.59%

5 years, per year+2.9%+1.0%

3 years, per year+16.7%+14.5%

Worst drop · 1Y−12.8%−11.4%

Volatility · 1Y13.9%13.7%

4–2measures won
VNQ first

73.9%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

VNQ vs SCHH

YTD

VanguardVNQ

+10.4%

SCHHSchwab

+13.8%

+10.4%Year to date+13.8%

3.6%Yield2.9%

$35.9BAssets$11.1B

1–1level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: RWR, VNQ

Today

73.9%most shared, RWR and VNQ

RWRVNQ

RWR—73.9%

VNQ73.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$346most kept, VNQ

VNQ$359 − $13 = $346

RWR$343 − $25 = $318

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee