WTRE vs REET

AWTRE

BREET

Measures won1–5REET wins · of 6 · 5Y

$10,000 · 5Y$10,828REET · WTRE $9,437

Lowest cost0.14%REET · $14 on $10k

Most income3.45%REET · $345 on $10k

Smallest drop−11.3%REET · worst fall in 1Y

Held in common23.0%WTRE and REET

WTRE

REET

WisdomTree New Economy Real Estate Fund · $14MiShares Global REIT ETF · $4.9B

+14.7%3 years · per year$15,098 · $14,647+13.6%

−1.2%5 years · per year$9,437 · $10,828+1.6%

0.58%Expense ratio$58 · $14 on $10k · lower wins0.14%

2.71%12-mo yield$271 · $345 on $10k3.45%

−20.6%Worst dropSmaller wins−11.3%

21.4%VolatilityLower wins12.6%

1–5REET wins

$10,000 · 5 yearsOne scale

Shared top holdingsWTRE · REET

5.4%EQIX5.4%

5.2%PLD6.7%

5.3%DLR3.6%

5.3%GMG.AX2.2%

Held in common23.0%

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	BREET	iShares Global REIT ETFRead Desk		0.14%	3.45%	−0.3%	+10.2%	+10.8%	+13.6%	+1.6%	−11.3%	$4.9B
2	AWTRE	WisdomTree New Economy Real Estate FundRead Desk		0.58%	2.71%	+0.1%	+2.0%	−5.0%	+14.7%	−1.2%	−20.6%	$14M

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	BREET	iShares Global REIT ETFRead Desk		0.14%	3.45%	−0.3%	+10.2%	+10.8%	+13.6%	+1.6%	−11.3%	$4.9B
2	AWTRE	WisdomTree New Economy Real Estate FundRead Desk		0.58%	2.71%	+0.1%	+2.0%	−5.0%	+14.7%	−1.2%	−20.6%	$14M

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

WTRE vs REET

WTRE

WisdomTree New Economy Real Estate Fund

$9,437

REET

iShares Global REIT

$10,828

MeasureWTREREET

Fee0.58%0.14%

Cost on $10k a year$58$14

Yield2.71%3.45%

5 years, per year−1.2%+1.6%

3 years, per year+14.7%+13.6%

Worst drop · 1Y−20.6%−11.3%

Volatility · 1Y21.4%12.6%

5–1measures won
REET first

23.0%

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: WTRE, REET

Today

23.0%most shared, WTRE and REET

WTREREET

WTRE—23.0%

REET23.0%—

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

Income After Fees on $10,000

$331most kept, REET

REET$345 − $14 = $331

WTRE$271 − $58 = $213

KeptFee

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