Compare · 3 funds side by side · dividends reinvested

AVRE, USRT and VGT

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$22,311VGT · best of the three

02 / 04

AVRE, USRT and VGT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core U.S. REIT ETFSectors · Real estate0.08%2.64%+18.5%+18.4%+17.7%+4.2%−12.4%13.8%$4.3B1.8

Vanguard Information Technology ETFSectors · Technology0.09%0.41%+23.1%+16.7%+32.4%+17.4%−15.8%25.5%$155B2.0

Avantis Real Estate ETFSectors · Real estate0.17%2.89%+11.5%+11.9%+14.1%+1.2%−10.5%12.6%$890M2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: AVRE 2021 · USRT 2007 · VGT 2004

Head to Head

Swap sides Versus in desk

Head to Head

Avantis Real Estate ETF · $890M$10,633

AVRE

USRT

iShares Core U.S. REIT ETF · $4.3B$12,294

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

AVREMeasureUSRT

+11.5%Year to dateJan 1 → Nov 4+18.5%

+11.9%1 yearTotal return+18.4%

+14.1%3 years · per year$10,000 became $14,863 · $16,301+17.7%

+1.2%5 years · per year$10,000 became $10,633 · $12,294+4.2%

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

2.89%Trailing 12-mo yield$289 · $264 a year on $10k2.64%

−10.5%Worst dropSmaller is better−12.4%

12.6%VolatilityLower is calmer13.8%

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

3–5USRT wins

End-of-day Nov 4, 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

27.9%in top 5

USRT

in top 531.4%

AVREStockUSRT

7.9%WELL9.2%

6.2%PLD6.9%

5.6%EQIX6.0%

3.8%SPG4.8%

not top 5PSA4.5%

4.4%AMTnot top 5

Held in common63.7%

End-of-day Nov 4, 2026 · share of each fund

AVRE vs USRT Returns, Every Period

AvantisAVRE

+1.2%

5 years, per year

USRTiShares

+4.2%

5 years, per year

AVREUSRTFaded: behind in that period

0–4USRT wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

AVRE vs USRT

YTD

AvantisAVRE

+11.5%

USRTiShares

+18.5%

+11.5%Year to date+18.5%

−10.5%Worst drop · 1Y−12.4%

12.6%Volatility · 1Y13.8%

2.9%Yield2.6%

$890MAssets$4.3B

3–1AVRE wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AVRE, USRT, VGT

Today

0.08%lowest, USRT

FundExpense ratioFee$10k

USRT0.08%$8

VGT0.09%$9

AVRE0.17%$17

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: AVRE, USRT, VGT

2.89%highest, AVRE

FundTrailing yieldYield$10k

AVRE2.89%$289

USRT2.64%$264

VGT0.41%$41

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$272most kept, AVRE

AVRE$289 − $17 = $272

USRT$264 − $8 = $256

VGT$41 − $9 = $32

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: AVRE, USRT, VGT

Today

63.7%most shared, AVRE and USRT

AVREUSRTVGT

AVRE—63.7%0.0%

USRT63.7%—0.0%

VGT0.0%0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+18.4%USRT, at 13.8% volatility

AVREWorst drop−10.5%12.6% vol

USRTWorst drop−12.4%13.8% vol

VGTWorst drop−15.8%25.5% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

AVREVGT

+11.5%Year to date+23.1%

2.9%Yield0.4%

+11.9%Past year+16.7%

0.17%Fee0.09%

3–1VGT wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

XLK vs VGT

YTD

SPDRXLK

+23.0%

VGTVanguard

+23.1%

+23.0%Year to date+23.1%

0.08% · $8Fee · on $10k a year0.09% · $9

$115BAssets$155B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026