XLRE vs SPY

AXLRE

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY · XLRE $10,907

Lowest cost0.08%XLRE · $8 on $10k

Most income3.28%XLRE · $328 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common1.9%XLRE and SPY

XLRE

SPY

State Street Real Estate Select Sector SPDR ETF · $8.6BState Street SPDR S&P 500 ETF · $819B

+13.6%3 years · per year$14,657 · $18,039+21.7%

+1.8%5 years · per year$10,907 · $17,118+11.3%

0.08%Expense ratio$8 · $9 on $10k · lower wins0.09%

3.28%12-mo yield$328 · $103 on $10k1.03%

−11.1%Worst dropSmaller wins−8.9%

14.7%VolatilityLower wins13.6%

2–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsXLRE · SPY

11.6%WELL0.3%

8.0%PLD0.2%

6.4%EQIX0.2%

5.9%AMT0.1%

Held in common1.9%

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	AXLRE	State Street Real Estate Select Sector SPDR ETFRead Desk		0.08%	3.28%	−0.7%	+11.6%	+11.3%	+13.6%	+1.8%	−11.1%	$8.6B

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	AXLRE	State Street Real Estate Select Sector SPDR ETFRead Desk		0.08%	3.28%	−0.7%	+11.6%	+11.3%	+13.6%	+1.8%	−11.1%	$8.6B

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

XLRE vs SPY

XLRE

Real Estate Select Sector SPDR

$10,907

SPY

SPDR S&P 500

$17,118

MeasureXLRESPY

Fee0.08%0.09%

Cost on $10k a year$8$9

Yield3.28%1.03%

5 years, per year+1.8%+11.3%

3 years, per year+13.6%+21.7%

Worst drop · 1Y−11.1%−8.9%

Volatility · 1Y14.7%13.6%

4–2measures won
SPY first

1.9%

holdings shared

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

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

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

Overlap: XLRE, SPY

Today

1.9%most shared, XLRE and SPY

XLRESPY

XLRE—1.9%

SPY1.9%—

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

Income After Fees on $10,000

$320most kept, XLRE

XLRE$328 − $8 = $320

SPY$103 − $9 = $94

KeptFee

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