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$12,000USRT · 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%2.69%+16.2%+16.0%+16.0%+3.7%−12.4%13.9%$4.2B1.4

Avantis Real Estate ETFSectors · Real estate0.17%2.94%+9.4%+9.6%+12.6%+0.9%−10.5%12.7%$899M1.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: AVRE 2021 · USRT 2007

Head to Head

Swap sides Versus in desk

Head to Head

Avantis Real Estate ETF · $899M$10,435

AVRE

USRT

iShares Core U.S. REIT ETF · $4.2B$12,000

$10,000 five years ago, dividends reinvested · they hold 63.6% in common

AVREMeasureUSRT

+9.4%Year to dateJan 1 → Nov 6+16.2%

+9.6%1 yearTotal return+16.0%

+12.6%3 years · per year$10,000 became $14,284 · $15,602+16.0%

+0.9%5 years · per year$10,000 became $10,435 · $12,000+3.7%

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

2.94%Trailing 12-mo yield$294 · $269 a year on $10k2.69%

−10.5%Worst dropSmaller is better−12.4%

12.7%VolatilityLower is calmer13.9%

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

3–5USRT wins

End-of-day Nov 6, 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%WELL9.3%

6.1%PLD6.8%

5.5%EQIX5.9%

3.8%SPG4.8%

not top 5PSA4.6%

4.5%AMTnot top 5

Held in common63.6%

End-of-day Nov 6, 2026 · share of each fund

AVRE vs USRT Returns, Every Period

AvantisAVRE

+0.9%

5 years, per year

USRTiShares

+3.7%

5 years, per year

AVREUSRTFaded: behind in that period

0–4USRT wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

AVRE vs USRT

YTD

AvantisAVRE

+9.4%

USRTiShares

+16.2%

+9.4%Year to date+16.2%

−10.5%Worst drop · 1Y−12.4%

12.7%Volatility · 1Y13.9%

2.9%Yield2.7%

$899MAssets$4.2B

3–1AVRE wins

End-of-day Nov 6, 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 6, 2026 · fee on $10,000 a year

Yields: AVRE, USRT

2.94%highest, AVRE

FundTrailing yieldYield$10k

AVRE2.94%$294

USRT2.69%$269

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$277most kept, AVRE

AVRE$294 − $17 = $277

USRT$269 − $8 = $261

KeptFee

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

Overlap: AVRE, USRT

Today

63.6%most shared, AVRE and USRT

AVREUSRT

AVRE—63.6%

USRT63.6%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+16.0%USRT, at 13.9% volatility

AVREWorst drop−10.5%12.7% vol

USRTWorst drop−12.4%13.9% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

AVREUSRT

+9.4%Year to date+16.2%

2.9%Yield2.7%

+9.6%Past year+16.0%

0.17%Fee0.08%

3–1USRT wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026