SPRE vs SPY

ASPRE

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY · SPRE $9,026

Lowest cost0.09%SPY · $9 on $10k

Most income4.25%SPRE · $425 on $10k

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

Held in common0.5%SPRE and SPY

SPRE

SPY

SP Funds S&P Global REIT Sharia ETF · $202MState Street SPDR S&P 500 ETF · $778B

+8.5%3 years · per year$12,788 · $18,039+21.7%

−2.0%5 years · per year$9,026 · $17,118+11.3%

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

4.25%12-mo yield$425 · $103 on $10k1.03%

−14.6%Worst dropSmaller wins−8.9%

12.9%VolatilityLower wins13.6%

2–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsSPRE · SPY

13.8%WELL0.3%

11.9%EQIX0.2%

5.4%WY0.0%

Held in common0.5%

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%	$777.7B
2	ASPRE	SP Funds S&P Global REIT Sharia ETFRead Desk		0.50%	4.25%	−0.4%	−0.3%	+1.6%	+8.5%	−2.0%	−14.6%	$202M

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%	$777.7B
2	ASPRE	SP Funds S&P Global REIT Sharia ETFRead Desk		0.50%	4.25%	−0.4%	−0.3%	+1.6%	+8.5%	−2.0%	−14.6%	$202M

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

SPRE vs SPY

SPRE

SP Funds S&P Global REIT Sharia

$9,026

SPY

SPDR S&P 500

$17,118

MeasureSPRESPY

Fee0.50%0.09%

Cost on $10k a year$50$9

Yield4.25%1.03%

5 years, per year−2.0%+11.3%

3 years, per year+8.5%+21.7%

Worst drop · 1Y−14.6%−8.9%

Volatility · 1Y12.9%13.6%

4–2measures won
SPY first

0.5%

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%

$178BAssets$778B

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: SPRE, SPY

Today

0.5%most shared, SPRE and SPY

SPRESPY

SPRE—0.5%

SPY0.5%—

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

Income After Fees on $10,000

$375most kept, SPRE

SPRE$425 − $50 = $375

SPY$103 − $9 = $94

KeptFee

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