XLRE vs PFFR

AXLRE

BPFFR

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$10,775XLRE · PFFR $9,877

Lowest cost0.08%XLRE · $8 on $10k

Most income9.13%PFFR · $913 on $10k

Smallest drop−7.5%PFFR · worst fall in 1Y

Held in common0.0%XLRE and PFFR

XLRE

PFFR

State Street Real Estate Select Sector SPDR ETF · $8.3BInfraCap REIT Preferred ETF · $110M

+14.4%3 years · per year$14,961 · $12,539+7.8%

+1.5%5 years · per year$10,775 · $9,877−0.2%

0.08%Expense ratio$8 · $45 on $10k · lower wins0.45%

3.30%12-mo yield$330 · $913 on $10k9.13%

−11.1%Worst dropSmaller wins−7.5%

14.2%VolatilityLower wins8.5%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsXLRE · PFFR

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

Held in common0.0%

End-of-day Nov 3, 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	AXLRE	State Street Real Estate Select Sector SPDR ETFRead Desk		0.08%	3.30%	+0.1%	+10.8%	+10.5%	+14.4%	+1.5%	−11.1%	$8.3B
2	BPFFR	InfraCap REIT Preferred ETFRead Desk		0.45%	9.13%	−1.2%	−4.2%	−4.9%	+7.8%	−0.2%	−7.5%	$110M

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

Both

5Y2 funds

#			Trend
1	AXLRE	State Street Real Estate Select Sector SPDR ETFRead Desk		0.08%	3.30%	+0.1%	+10.8%	+10.5%	+14.4%	+1.5%	−11.1%	$8.3B
2	BPFFR	InfraCap REIT Preferred ETFRead Desk		0.45%	9.13%	−1.2%	−4.2%	−4.9%	+7.8%	−0.2%	−7.5%	$110M

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

Cards for this view

XLRE vs PFFR

XLRE

Real Estate Select Sector SPDR

$10,775

PFFR

InfraCap REIT Preferred

$9,877

MeasureXLREPFFR

Fee0.08%0.45%

Cost on $10k a year$8$45

Yield3.30%9.13%

5 years, per year+1.5%−0.2%

3 years, per year+14.4%+7.8%

Worst drop · 1Y−11.1%−7.5%

Volatility · 1Y14.2%8.5%

3–3measures won
level

0.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: XLRE, PFFR

Today

0.0%most shared, XLRE and PFFR

XLREPFFR

XLRE—0.0%

PFFR0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$868most kept, PFFR

PFFR$913 − $45 = $868

XLRE$330 − $8 = $322

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee