Compare · 2 funds side by side · dividends reinvested

BBRE and USRT

BBREJ.P. Morgan×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

BBRE 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%$4.3B1.1

JPMorgan BetaBuilders MSCI US REIT ETFSectors · Real estate0.11%2.80%+14.9%+14.8%+16.4%+3.2%−12.5%13.8%$1.3B1.9

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: BBRE 2018 · USRT 2007

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan BetaBuilders MSCI US REIT ETF · $1.3B$11,715

BBRE

USRT

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

$10,000 five years ago, dividends reinvested · they hold 86.5% in common

BBREMeasureUSRT

+14.9%Year to dateJan 1 → Nov 3+15.3%

+14.8%1 yearTotal return+15.3%

+16.4%3 years · per year$10,000 became $15,784 · $15,948+16.8%

+3.2%5 years · per year$10,000 became $11,715 · $11,871+3.5%

0.11%Expense ratio$11 · $8 a year on $10k · lower is better0.08%

2.80%Trailing 12-mo yield$280 · $272 a year on $10k2.72%

−12.5%Worst dropSmaller is better−12.4%

13.8%VolatilityLower is calmer13.6%

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

1–7USRT wins

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

More Ways to See the Pairs

BBRE vs USRT: Top 5 Holdings

Today

BBRE

34.4%in top 5

USRT

in top 531.3%

BBREStockUSRT

12.4%WELL9.0%

8.9%PLD6.9%

not top 5EQIX6.1%

4.6%SPG4.7%

4.5%PSA4.5%

4.1%DLRnot top 5

Held in common86.5%

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

BBRE vs USRT Returns, Every Period

J.P. MorganBBRE

+3.2%

5 years, per year

USRTiShares

+3.5%

5 years, per year

BBREUSRTFaded: behind in that period

0–4USRT wins

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

BBRE vs USRT

YTD

J.P. MorganBBRE

+14.9%

USRTiShares

+15.3%

+14.9%Year to date+15.3%

−12.5%Worst drop · 1Y−12.4%

13.8%Volatility · 1Y13.6%

2.8%Yield2.7%

$1.3BAssets$4.3B

3–1USRT wins

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

Cost, Income and Risk

Fees: BBRE, USRT

Today

0.08%lowest, USRT

FundExpense ratioFee$10k

USRT0.08%$8

BBRE0.11%$11

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

Yields: BBRE, USRT

2.80%highest, BBRE

FundTrailing yieldYield$10k

BBRE2.80%$280

USRT2.72%$272

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

Income After Fees on $10,000

$269most kept, BBRE

BBRE$280 − $11 = $269

USRT$272 − $8 = $264

KeptFee

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

Overlap: BBRE, USRT

Today

86.5%most shared, BBRE and USRT

BBREUSRT

BBRE—86.5%

USRT86.5%—

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

USRTWorst drop−12.4%13.6% vol

BBREWorst drop−12.5%13.8% vol

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

Paid More vs Made More

YTD

BBREUSRT

+14.9%Year to date+15.3%

2.8%Yield2.7%

+14.8%Past year+15.3%

0.11%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