Compare · 2 funds side by side · dividends reinvested

IVV and USRT

IVViShares×USRTiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,177IVV · best of the two

02 / 04

IVV and USRT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$850B1.4

iShares Core U.S. REIT ETFSectors · Real estate0.08%2.69%+16.2%+16.0%+16.0%+3.7%−12.4%13.9%$4.3B1.6

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: IVV 2000 · USRT 2007

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $850B$17,177

IVV

USRT

iShares Core U.S. REIT ETF · $4.3B$12,000

$10,000 five years ago, dividends reinvested · they hold 1.6% in common

IVVMeasureUSRT

+8.7%Year to dateJan 1 → Nov 6+16.2%

+9.8%1 yearTotal return+16.0%

+21.8%3 years · per year$10,000 became $18,084 · $15,602+16.0%

+11.4%5 years · per year$10,000 became $17,177 · $12,000+3.7%

0.03%Expense ratio$3 · $8 a year on $10k · lower is better0.08%

1.14%Trailing 12-mo yield$114 · $269 a year on $10k2.69%

−8.9%Worst dropSmaller is better−12.4%

13.6%VolatilityLower is calmer13.9%

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

5–3IVV wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IVV vs USRT: Top 5 Holdings

Today

IVV

27.8%in top 5

USRT

in top 531.4%

IVVStockUSRT

not top 5WELL9.3%

7.9%AAPLnot top 5

6.9%NVDAnot top 5

not top 5PLD6.8%

6.3%MSFTnot top 5

not top 5EQIX5.9%

not top 5SPG4.8%

not top 5PSA4.6%

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

Held in common1.6%

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

IVV vs USRT Returns, Every Period

iSharesIVV

+11.4%

5 years, per year

USRTiShares

+3.7%

5 years, per year

IVVUSRTFaded: behind in that period

2–2Level

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

Core vs Sector: IVV vs USRT

YTD

iSharesIVV

+8.7%

USRTiShares

+16.2%

+8.7%Year to date+16.2%

−8.9%Worst drop · 1Y−12.4%

13.6%Volatility · 1Y13.9%

1.1%Yield2.7%

$850BAssets$4.3B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IVV, USRT

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

USRT0.08%$8

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

Yields: IVV, USRT

2.69%highest, USRT

FundTrailing yieldYield$10k

USRT2.69%$269

IVV1.14%$114

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

Income After Fees on $10,000

$261most kept, USRT

USRT$269 − $8 = $261

IVV$114 − $3 = $111

KeptFee

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

Overlap: IVV, USRT

Today

1.6%most shared, IVV and USRT

IVVUSRT

IVV—1.6%

USRT1.6%—

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

IVVWorst drop−8.9%13.6% 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

USRTIVV

+16.2%Year to date+8.7%

2.7%Yield1.1%

+16.0%Past year+9.8%

0.08%Fee0.03%

3–1USRT wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026

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