SRVR vs WTRE

ASRVR

BWTRE

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$9,437WTRE · SRVR $7,865

Lowest cost0.49%SRVR · $49 on $10k

Most income4.94%SRVR · $494 on $10k

Smallest drop−20.6%WTRE · worst fall in 1Y

Held in common42.0%SRVR and WTRE

SRVR

WTRE

Pacer Data & Infrastructure Real Estate ETF · $279MWisdomTree New Economy Real Estate Fund · $14M

+5.9%3 years · per year$11,861 · $15,098+14.7%

−4.7%5 years · per year$7,865 · $9,437−1.2%

0.49%Expense ratio$49 · $58 on $10k · lower wins0.58%

4.94%12-mo yield$494 · $271 on $10k2.71%

−22.1%Worst dropSmaller wins−20.6%

19.4%VolatilityLower wins21.4%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsSRVR · WTRE

18.0%AMT5.9%

6.0%CCI5.8%

15.9%EQIX5.4%

15.3%DLR5.3%

Held in common42.0%

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	BWTRE	WisdomTree New Economy Real Estate FundRead Desk		0.58%	2.71%	+0.1%	+2.0%	−5.0%	+14.7%	−1.2%	−20.6%	$14M
2	ASRVR	Pacer Data & Infrastructure Real Estate ETFRead Desk		0.49%	4.94%	+0.5%	+0.5%	−4.8%	+5.9%	−4.7%	−22.1%	$279M

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	BWTRE	WisdomTree New Economy Real Estate FundRead Desk		0.58%	2.71%	+0.1%	+2.0%	−5.0%	+14.7%	−1.2%	−20.6%	$14M
2	ASRVR	Pacer Data & Infrastructure Real Estate ETFRead Desk		0.49%	4.94%	+0.5%	+0.5%	−4.8%	+5.9%	−4.7%	−22.1%	$279M

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

SRVR vs WTRE

SRVR

Pacer Data & Infrastructure Real Estate

$7,865

WTRE

WisdomTree New Economy Real Estate Fund

$9,437

MeasureSRVRWTRE

Fee0.49%0.58%

Cost on $10k a year$49$58

Yield4.94%2.71%

5 years, per year−4.7%−1.2%

3 years, per year+5.9%+14.7%

Worst drop · 1Y−22.1%−20.6%

Volatility · 1Y19.4%21.4%

3–3measures won
level

42.0%

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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: SRVR, WTRE

Today

42.0%most shared, SRVR and WTRE

SRVRWTRE

SRVR—42.0%

WTRE42.0%—

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

Income After Fees on $10,000

$445most kept, SRVR

SRVR$494 − $49 = $445

WTRE$271 − $58 = $213

KeptFee

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