SRET vs VYM

ASRET

BVYM

Measures won1–5VYM wins · of 6 · 5Y

$10,000 · 5Y$16,941VYM · SRET $10,245

Lowest cost0.04%VYM · $4 on $10k

Most income9.65%SRET · $965 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common0.0%SRET and VYM

SRET

VYM

Global X - SuperDividend REIT ETF · $201MVanguard High Dividend Yield ETF · $78.9B

+11.6%3 years · per year$13,881 · $17,107+19.6%

+0.5%5 years · per year$10,245 · $16,941+11.1%

0.58%Expense ratio$58 · $4 on $10k · lower wins0.04%

9.65%12-mo yield$965 · $231 on $10k2.31%

−15.5%Worst dropSmaller wins−6.7%

13.0%VolatilityLower wins10.6%

1–5VYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsSRET · VYM

They share no top holdings, or holdings aren’t on file […]

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	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
2	ASRET	Global X - SuperDividend REIT ETFRead Desk		0.58%	9.65%	−0.5%	−0.4%	+1.6%	+11.6%	+0.5%	−15.5%	$201M

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	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
2	ASRET	Global X - SuperDividend REIT ETFRead Desk		0.58%	9.65%	−0.5%	−0.4%	+1.6%	+11.6%	+0.5%	−15.5%	$201M

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 VYM

SRET

Global X - SuperDividend REIT

$10,245

VYM

Vanguard High Dividend Yield

$16,941

MeasureSRETVYM

Fee0.58%0.04%

Cost on $10k a year$58$4

Yield9.65%2.31%

5 years, per year+0.5%+11.1%

3 years, per year+11.6%+19.6%

Worst drop · 1Y−15.5%−6.7%

Volatility · 1Y13.0%10.6%

5–1measures won
VYM first

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

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

Overlap: SRET, VYM

Today

0.0%most shared, SRET and VYM

SRETVYM

SRET—0.0%

VYM0.0%—

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

VYM$231 − $4 = $227

KeptFee

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