Compare · 2 funds side by side · dividends reinvested

AVRE and USRT

AVREAvantis×USRTiShares×

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

AVRE and USRT, 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

Avantis Real Estate ETFSectors · Real estate0.17%2.97%+8.6%+8.9%+13.4%+0.7%−10.5%12.3%$890M1.6

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: AVRE 2021 · USRT 2007

Head to Head

Swap sides Versus in desk

Head to Head

Avantis Real Estate ETF · $890M$10,350

AVRE

USRT

iShares Core U.S. REIT ETF · $4.3B$11,871

$10,000 five years ago, dividends reinvested · they hold 63.7% in common

AVREMeasureUSRT

+8.6%Year to dateJan 1 → Nov 3+15.3%

+8.9%1 yearTotal return+15.3%

+13.4%3 years · per year$10,000 became $14,581 · $15,948+16.8%

+0.7%5 years · per year$10,000 became $10,350 · $11,871+3.5%

0.17%Expense ratio$17 · $8 a year on $10k · lower is better0.08%

2.97%Trailing 12-mo yield$297 · $272 a year on $10k2.72%

−10.5%Worst dropSmaller is better−12.4%

12.3%VolatilityLower is calmer13.6%

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

3–5USRT wins

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

More Ways to See the Pairs

AVRE vs USRT: Top 5 Holdings

Today

AVRE

27.8%in top 5

USRT

in top 531.3%

AVREStockUSRT

7.9%WELL9.0%

6.3%PLD6.9%

5.5%EQIX6.1%

3.8%SPG4.7%

not top 5PSA4.5%

4.5%AMTnot top 5

Held in common63.7%

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

AVRE vs USRT Returns, Every Period

AvantisAVRE

+0.7%

5 years, per year

USRTiShares

+3.5%

5 years, per year

AVREUSRTFaded: behind in that period

0–4USRT wins

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

AVRE vs USRT

YTD

AvantisAVRE

+8.6%

USRTiShares

+15.3%

+8.6%Year to date+15.3%

−10.5%Worst drop · 1Y−12.4%

12.3%Volatility · 1Y13.6%

3.0%Yield2.7%

$890MAssets$4.3B

3–1AVRE wins

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

Cost, Income and Risk

Fees: AVRE, USRT

Today

0.08%lowest, USRT

FundExpense ratioFee$10k

USRT0.08%$8

AVRE0.17%$17

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

Yields: AVRE, USRT

2.97%highest, AVRE

FundTrailing yieldYield$10k

AVRE2.97%$297

USRT2.72%$272

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

Income After Fees on $10,000

$280most kept, AVRE

AVRE$297 − $17 = $280

USRT$272 − $8 = $264

KeptFee

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

Overlap: AVRE, USRT

Today

63.7%most shared, AVRE and USRT

AVREUSRT

AVRE—63.7%

USRT63.7%—

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

AVREWorst drop−10.5%12.3% 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

AVREUSRT

+8.6%Year to date+15.3%

3.0%Yield2.7%

+8.9%Past year+15.3%

0.17%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