Compare · 2 funds side by side · dividends reinvested

ERET and USRT

ERETiShares×USRTiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,294USRT · best of the two

02 / 04

ERET and USRT, 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%$4.3B1.4

iShares Environmentally Aware Real Estate ETFSectors · Real estate0.30%3.32%+9.7%+11.3%+14.1%[…]−11.6%12.5%$13M1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: ERET 2022 · USRT 2007

Head to Head

Swap sides Versus in desk

Head to Head

iShares Environmentally Aware Real Estate ETF · $13M[…]

ERET

USRT

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

$10,000 five years ago, dividends reinvested · they hold 63.1% in common

ERETMeasureUSRT

+9.7%Year to dateJan 1 → Nov 4+18.5%

+11.3%1 yearTotal return+18.4%

+14.1%3 years · per year$10,000 became $14,841 · $16,301+17.7%

[…]5 years · per year$10,000 became […] · $12,294+4.2%

0.30%Expense ratio$30 · $8 a year on $10k · lower is better0.08%

3.32%Trailing 12-mo yield$332 · $264 a year on $10k2.64%

−11.6%Worst dropSmaller is better−12.4%

12.5%VolatilityLower is calmer13.8%

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

3–4USRT wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ERET vs USRT: Top 5 Holdings

Today

ERET

26.1%in top 5

USRT

in top 531.4%

ERETStockUSRT

7.8%WELL9.2%

5.5%PLD6.9%

4.2%EQIX6.0%

5.0%Onot top 5

3.5%SPG4.8%

not top 5PSA4.5%

Held in common63.1%

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

ERET vs USRT Returns, Every Period

iSharesERET

+11.3%

past year

USRTiShares

+18.4%

past year

ERETUSRTFaded: behind in that period

0–3USRT wins

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

ERET vs USRT

YTD

iSharesERET

+9.7%

USRTiShares

+18.5%

+9.7%Year to date+18.5%

−11.6%Worst drop · 1Y−12.4%

12.5%Volatility · 1Y13.8%

3.3%Yield2.6%

$13.4MAssets$4.3B

3–1ERET wins

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

Cost, Income and Risk

Fees: ERET, USRT

Today

0.08%lowest, USRT

FundExpense ratioFee$10k

USRT0.08%$8

ERET0.30%$30

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

Yields: ERET, USRT

3.32%highest, ERET

FundTrailing yieldYield$10k

ERET3.32%$332

USRT2.64%$264

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

Income After Fees on $10,000

$302most kept, ERET

ERET$332 − $30 = $302

USRT$264 − $8 = $256

KeptFee

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

Overlap: ERET, USRT

Today

63.1%most shared, ERET and USRT

ERETUSRT

ERET—63.1%

USRT63.1%—

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

Return vs Bumpiness: 2 ETFs

+18.4%USRT, at 13.8% volatility

ERETWorst drop−11.6%12.5% vol

USRTWorst drop−12.4%13.8% vol

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

Paid More vs Made More

YTD

ERETUSRT

+9.7%Year to date+18.5%

3.3%Yield2.6%

+11.3%Past year+18.4%

0.30%Fee0.08%

3–1USRT wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026