Compare · 2 funds side by side · dividends reinvested

PPTY and USRT

PPTYVident×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

PPTY 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

US Diversified Real Estate ETFSectors · Real estate0.53%2.57%+10.8%+12.2%+13.0%+0.8%−11.8%13.6%$23M1.9

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

End-of-day Nov 4, 2026 · returns include dividends · since: PPTY 2018 · USRT 2007

Head to Head

Swap sides Versus in desk

Head to Head

US Diversified Real Estate ETF · $23M$10,792

PPTY

USRT

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

$10,000 five years ago, dividends reinvested · they hold 51.4% in common

PPTYMeasureUSRT

+10.8%Year to dateJan 1 → Nov 4+15.3%

+12.2%1 yearTotal return+15.3%

+13.0%3 years · per year$10,000 became $14,439 · $15,948+16.8%

+0.8%5 years · per year$10,000 became $10,403 · $11,871+3.5%

0.53%Expense ratio$53 · $8 a year on $10k · lower is better0.08%

2.57%Trailing 12-mo yield$257 · $272 a year on $10k2.72%

−11.8%Worst dropSmaller is better−12.4%

13.6%VolatilityLower is calmer13.6%

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

1–6USRT wins

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

More Ways to See the Pairs

PPTY vs USRT: Top 5 Holdings

Today

PPTY

22.6%in top 5

USRT

in top 531.4%

PPTYStockUSRT

not top 5WELL9.2%

3.8%PLD6.9%

6.9%EQRnot top 5

4.4%EQIX6.0%

not top 5SPG4.8%

not top 5PSA4.5%

3.9%FCPTnot top 5

3.6%DLRnot top 5

Held in common51.4%

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

PPTY vs USRT Returns, Every Period

VidentPPTY

+0.8%

5 years, per year

USRTiShares

+3.5%

5 years, per year

PPTYUSRTFaded: behind in that period

0–4USRT wins

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

PPTY vs USRT

YTD

VidentPPTY

+10.8%

USRTiShares

+15.3%

+10.8%Year to date+15.3%

−11.8%Worst drop · 1Y−12.4%

13.6%Volatility · 1Y13.6%

2.6%Yield2.7%

$22.8MAssets$4.3B

2–1USRT wins

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

Cost, Income and Risk

Fees: PPTY, USRT

Today

0.08%lowest, USRT

FundExpense ratioFee$10k

USRT0.08%$8

PPTY0.53%$53

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

Yields: PPTY, USRT

2.72%highest, USRT

FundTrailing yieldYield$10k

USRT2.72%$272

PPTY2.57%$257

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

Income After Fees on $10,000

$264most kept, USRT

USRT$272 − $8 = $264

PPTY$257 − $53 = $204

KeptFee

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

Overlap: PPTY, USRT

Today

51.4%most shared, PPTY and USRT

PPTYUSRT

PPTY—51.4%

USRT51.4%—

End-of-day Nov 4, 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

PPTYWorst drop−11.8%13.6% vol

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

Paid More vs Made More

YTD

USRTPPTY

+15.3%Year to date+10.8%

2.7%Yield2.6%

+15.3%Past year+12.2%

0.08%Fee0.53%

4–0USRT wins

End-of-day Nov 4, 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 4, 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 4, 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 4, 2026