VGSR vs REET

AVGSR

BREET

Measures won1–3REET wins · of 6 · 5Y

$10,000 · 5Y$10,739REET

Lowest cost0.14%REET · $14 on $10k

Most income3.44%REET · $344 on $10k

Smallest drop−10.6%VGSR · worst fall in 1Y

Held in common60.8%VGSR and REET

VGSR

REET

Vert Global Sustainable Real Estate ETF · $512MiShares Global REIT ETF · $4.9B

[…]3 years · per year[…] · $14,814+14.0%

[…]5 years · per year[…] · $10,739+1.4%

0.51%Expense ratio$51 · $14 on $10k · lower wins0.14%

2.83%12-mo yield$283 · $344 on $10k3.44%

−10.6%Worst dropSmaller wins−11.3%

13.2%VolatilityLower wins12.6%

1–3REET wins

$10,000 · 5 yearsOne scale

Shared top holdingsVGSR · REET

5.0%WELL9.8%

4.7%EQIX5.7%

4.7%PLD6.8%

5.1%SPG4.0%

Held in common60.8%

End-of-day Nov 5, 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	BREET	iShares Global REIT ETFRead Desk		0.14%	3.44%	−1.5%	+10.5%	+11.2%	+14.0%	+1.4%	−11.3%	$4.9B
2	AVGSR	Vert Global Sustainable Real Estate ETFRead Desk		0.51%	2.83%	−1.8%	+9.9%	+10.0%	new	new	−10.6%	$512M

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

Both

5Y2 funds

#			Trend
1	BREET	iShares Global REIT ETFRead Desk		0.14%	3.44%	−1.5%	+10.5%	+11.2%	+14.0%	+1.4%	−11.3%	$4.9B
2	AVGSR	Vert Global Sustainable Real Estate ETFRead Desk		0.51%	2.83%	−1.8%	+9.9%	+10.0%	new	new	−10.6%	$512M

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

Cards for this view

VGSR vs REET

VGSR

Vert Global Sustainable Real Estate

[…]

REET

iShares Global REIT

$10,739

MeasureVGSRREET

Fee0.51%0.14%

Cost on $10k a year$51$14

Yield2.83%3.44%

5 years, per year[…]+1.4%

3 years, per year[…]+14.0%

Worst drop · 1Y−10.6%−11.3%

Volatility · 1Y13.2%12.6%

3–1measures won
REET first

60.8%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: VGSR, REET

Today

60.8%most shared, VGSR and REET

VGSRREET

VGSR—60.8%

REET60.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$330most kept, REET

REET$344 − $14 = $330

VGSR$283 − $51 = $232

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee