Compare · 2 funds side by side · dividends reinvested

USRT and REET

USRTiShares×REETiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$11,871USRT · best of the two

02 / 04

USRT and REET, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core U.S. REIT ETFSectors · Real estate0.08%2.72%+15.3%+15.3%+16.8%+3.5%−12.4%13.6%$4.3B1.4

iShares Global REIT ETFSectors · Real estate0.14%3.48%+9.3%+9.8%+14.3%+1.4%−11.3%12.2%$4.8B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: USRT 2007 · REET 2014

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core U.S. REIT ETF · $4.3B$15,948

USRT

REET

iShares Global REIT ETF · $4.8B$14,936

$10,000 three years ago, dividends reinvested · they hold 72.8% in common

USRTMeasureREET

+15.3%Year to dateJan 1 → Nov 3+9.3%

+15.3%1 yearTotal return+9.8%

+16.8%3 years · per year$10,000 became $15,948 · $14,936+14.3%

+3.5%5 years · per year$10,000 became $11,871 · $10,701+1.4%

0.08%Expense ratio$8 · $14 a year on $10k · lower is better0.14%

2.72%Trailing 12-mo yield$272 · $348 a year on $10k3.48%

−12.4%Worst dropSmaller is better−11.3%

13.6%VolatilityLower is calmer12.2%

USRTREET Winner of the row, in its colourEach row: the bigger of the two fills its side

5–3USRT wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

USRT vs REET: Top 5 Holdings

Today

USRT

31.3%in top 5

REET

in top 529.8%

USRTStockREET

9.0%WELL9.6%

6.9%PLD6.9%

6.1%EQIX5.7%

4.7%SPG3.9%

4.5%PSAnot top 5

not top 5DLR3.8%

Held in common72.8%

End-of-day Nov 3, 2026 · share of each fund

USRT vs REET Returns, Every Period

iSharesUSRT

+3.5%

5 years, per year

REETiShares

+1.4%

5 years, per year

USRTREETFaded: behind in that period

4–0USRT wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

USRT vs REET

YTD

iSharesUSRT

+15.3%

REETiShares

+9.3%

+15.3%Year to date+9.3%

−12.4%Worst drop · 1Y−11.3%

13.6%Volatility · 1Y12.2%

2.7%Yield3.5%

$4.3BAssets$4.8B

3–1REET wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: USRT, REET

Today

0.08%lowest, USRT

FundExpense ratioFee$10k

USRT0.08%$8

REET0.14%$14

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: USRT, REET

3.48%highest, REET

FundTrailing yieldYield$10k

REET3.48%$348

USRT2.72%$272

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$334most kept, REET

REET$348 − $14 = $334

USRT$272 − $8 = $264

KeptFee

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

Overlap: USRT, REET

Today

72.8%most shared, USRT and REET

USRTREET

USRT—72.8%

REET72.8%—

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

Return vs Bumpiness: 2 ETFs

+15.3%USRT, at 13.6% volatility

REETWorst drop−11.3%12.2% vol

USRTWorst drop−12.4%13.6% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

REETUSRT

+9.3%Year to date+15.3%

3.5%Yield2.7%

+9.8%Past year+15.3%

0.14%Fee0.08%

3–1USRT wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

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