XRT vs VNQ

AXRT

BVNQ

Measures won1–5VNQ wins · of 6 · 5Y

$10,000 · 5Y$10,786VNQ · XRT $10,408

Lowest cost0.13%VNQ · $13 on $10k

Most income3.50%VNQ · $350 on $10k

Smallest drop−11.4%VNQ · worst fall in 1Y

Held in common0.0%XRT and VNQ

XRT

VNQ

State Street SPDR S&P Retail ETF · $591MVanguard Real Estate ETF · $35.9B

+16.8%3 years · per year$15,936 · $14,443+13.0%

+0.8%5 years · per year$10,408 · $10,786+1.5%

0.35%Expense ratio$35 · $13 on $10k · lower wins0.13%

0.80%12-mo yield$80 · $350 on $10k3.50%

−13.5%Worst dropSmaller wins−11.4%

21.5%VolatilityLower wins14.3%

1–5VNQ wins

$10,000 · 5 yearsOne scale

Shared top holdingsXRT · VNQ

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

Held in common0.0%

End-of-day Nov 9, 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	BVNQ	Vanguard Real Estate ETFRead Desk		0.13%	3.50%	+1.6%	+13.1%	+13.7%	+13.0%	+1.5%	−11.4%	$35.9B
2	AXRT	State Street SPDR S&P Retail ETFRead Desk		0.35%	0.80%	+3.7%	+9.5%	+18.8%	+16.8%	+0.8%	−13.5%	$591M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVNQ	Vanguard Real Estate ETFRead Desk		0.13%	3.50%	+1.6%	+13.1%	+13.7%	+13.0%	+1.5%	−11.4%	$35.9B
2	AXRT	State Street SPDR S&P Retail ETFRead Desk		0.35%	0.80%	+3.7%	+9.5%	+18.8%	+16.8%	+0.8%	−13.5%	$591M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

XRT vs VNQ

XRT

SPDR S&P Retail

$10,408

VNQ

Vanguard Real Estate

$10,786

MeasureXRTVNQ

Fee0.35%0.13%

Cost on $10k a year$35$13

Yield0.80%3.50%

5 years, per year+0.8%+1.5%

3 years, per year+16.8%+13.0%

Worst drop · 1Y−13.5%−11.4%

Volatility · 1Y21.5%14.3%

5–1measures won
VNQ first

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VNQ vs SCHH

YTD

VanguardVNQ

+13.1%

SCHHSchwab

+16.5%

+13.1%Year to date+16.5%

3.5%Yield2.8%

$35.9BAssets$11.2B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: XRT, VNQ

Today

0.0%most shared, XRT and VNQ

XRTVNQ

XRT—0.0%

VNQ0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$337most kept, VNQ

VNQ$350 − $13 = $337

XRT$80 − $35 = $45

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee