Compare · 2 funds side by side · dividends reinvested

IYR and USRT

IYRiShares×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

IYR 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

iShares U.S. Real Estate ETFSectors · Real estate0.37%2.37%+9.1%+9.2%+13.8%+0.8%−11.8%14.0%$4.0B1.9

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: IYR 2000 · USRT 2007

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Real Estate ETF · $4.0B$10,398

IYR

USRT

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

$10,000 five years ago, dividends reinvested · they hold 78.1% in common

IYRMeasureUSRT

+9.1%Year to dateJan 1 → Nov 3+15.3%

+9.2%1 yearTotal return+15.3%

+13.8%3 years · per year$10,000 became $14,739 · $15,948+16.8%

+0.8%5 years · per year$10,000 became $10,398 · $11,871+3.5%

0.37%Expense ratio$37 · $8 a year on $10k · lower is better0.08%

2.37%Trailing 12-mo yield$237 · $272 a year on $10k2.72%

−11.8%Worst dropSmaller is better−12.4%

14.0%VolatilityLower is calmer13.6%

IYRUSRT 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

IYR vs USRT: Top 5 Holdings

Today

IYR

33.1%in top 5

USRT

in top 531.3%

IYRStockUSRT

10.0%WELL9.0%

8.7%PLD6.9%

4.6%EQIX6.1%

5.0%AMTnot top 5

4.8%SPG4.7%

not top 5PSA4.5%

Held in common78.1%

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

IYR vs USRT Returns, Every Period

iSharesIYR

+0.8%

5 years, per year

USRTiShares

+3.5%

5 years, per year

IYRUSRTFaded: behind in that period

0–4USRT wins

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

IYR vs USRT

YTD

iSharesIYR

+9.1%

USRTiShares

+15.3%

+9.1%Year to date+15.3%

−11.8%Worst drop · 1Y−12.4%

14.0%Volatility · 1Y13.6%

2.4%Yield2.7%

$4.0BAssets$4.3B

3–1USRT wins

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

Cost, Income and Risk

Fees: IYR, USRT

Today

0.08%lowest, USRT

FundExpense ratioFee$10k

USRT0.08%$8

IYR0.37%$37

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

Yields: IYR, USRT

2.72%highest, USRT

FundTrailing yieldYield$10k

USRT2.72%$272

IYR2.37%$237

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

Income After Fees on $10,000

$264most kept, USRT

USRT$272 − $8 = $264

IYR$237 − $37 = $200

KeptFee

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

Overlap: IYR, USRT

Today

78.1%most shared, IYR and USRT

IYRUSRT

IYR—78.1%

USRT78.1%—

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

IYRWorst drop−11.8%14.0% vol

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

Paid More vs Made More

YTD

USRTIYR

+15.3%Year to date+9.1%

2.7%Yield2.4%

+15.3%Past year+9.2%

0.08%Fee0.37%

4–0USRT 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