XLRE vs SPYM

AXLRE

BSPYM

Measures won1–5SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,192SPYM · XLRE $10,907

Lowest cost0.02%SPYM · $2 on $10k

Most income3.28%XLRE · $328 on $10k

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

Held in common1.9%XLRE and SPYM

XLRE

SPYM

State Street Real Estate Select Sector SPDR ETF · $8.6BState Street SPDR Portfolio S&P 500 ETF · $182B

+13.6%3 years · per year$14,657 · $18,082+21.8%

+1.8%5 years · per year$10,907 · $17,192+11.4%

0.08%Expense ratio$8 · $2 on $10k · lower wins0.02%

3.28%12-mo yield$328 · $105 on $10k1.05%

−11.1%Worst dropSmaller wins−8.9%

14.7%VolatilityLower wins13.6%

1–5SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsXLRE · SPYM

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
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 SPYM

XLRE

Real Estate Select Sector SPDR

$10,907

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureXLRESPYM

Fee0.08%0.02%

Cost on $10k a year$8$2

Yield3.28%1.05%

5 years, per year+1.8%+11.4%

3 years, per year+13.6%+21.8%

Worst drop · 1Y−11.1%−8.9%

Volatility · 1Y14.7%13.6%

5–1measures won
SPYM 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, SPYM

Today

1.9%most shared, XLRE and SPYM

XLRESPYM

XLRE—1.9%

SPYM1.9%—

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

SPYM$105 − $2 = $103

KeptFee

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