SRET vs SPY

ASRET

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY · SRET $10,245

Lowest cost0.09%SPY · $9 on $10k

Most income9.65%SRET · $965 on $10k

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

Held in common0.0%SRET and SPY

SRET

SPY

Global X - SuperDividend REIT ETF · $205MState Street SPDR S&P 500 ETF · $819B

+11.6%3 years · per year$13,881 · $18,039+21.7%

+0.5%5 years · per year$10,245 · $17,118+11.3%

0.58%Expense ratio$58 · $9 on $10k · lower wins0.09%

9.65%12-mo yield$965 · $103 on $10k1.03%

−15.5%Worst dropSmaller wins−8.9%

13.0%VolatilityLower wins13.6%

2–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsSRET · SPY

3.5%VICI0.0%

Held in common0.0%

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	ASRET	Global X - SuperDividend REIT ETFRead Desk		0.58%	9.65%	−0.5%	−0.4%	+1.6%	+11.6%	+0.5%	−15.5%	$205M

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	ASRET	Global X - SuperDividend REIT ETFRead Desk		0.58%	9.65%	−0.5%	−0.4%	+1.6%	+11.6%	+0.5%	−15.5%	$205M

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

SRET vs SPY

SRET

Global X - SuperDividend REIT

$10,245

SPY

SPDR S&P 500

$17,118

MeasureSRETSPY

Fee0.58%0.09%

Cost on $10k a year$58$9

Yield9.65%1.03%

5 years, per year+0.5%+11.3%

3 years, per year+11.6%+21.7%

Worst drop · 1Y−15.5%−8.9%

Volatility · 1Y13.0%13.6%

4–2measures won
SPY first

0.0%

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: SRET, SPY

Today

0.0%most shared, SRET and SPY

SRETSPY

SRET—0.0%

SPY0.0%—

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

Income After Fees on $10,000

$907most kept, SRET

SRET$965 − $58 = $907

SPY$103 − $9 = $94

KeptFee

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