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%2.64%+18.5%+18.4%+17.7%+4.2%−12.4%13.8%$4.4B1.1

US Diversified Real Estate ETFSectors · Real estate0.53%2.49%+14.2%+15.6%+13.7%+1.5%−11.8%13.9%$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

iShares Core U.S. REIT ETF · $4.4B$12,294

USRT

PPTY

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

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

USRTMeasurePPTY

+18.5%Year to dateJan 1 → Nov 4+14.2%

+18.4%1 yearTotal return+15.6%

+17.7%3 years · per year$10,000 became $16,301 · $14,700+13.7%

+4.2%5 years · per year$10,000 became $12,294 · $10,792+1.5%

0.08%Expense ratio$8 · $53 a year on $10k · lower is better0.53%

2.64%Trailing 12-mo yield$264 · $249 a year on $10k2.49%

−12.4%Worst dropSmaller is better−11.8%

13.8%VolatilityLower is calmer13.9%

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

7–1USRT wins

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

More Ways to See the Pairs

USRT vs PPTY: Top 5 Holdings

Today

USRT

31.4%in top 5

PPTY

in top 522.6%

USRTStockPPTY

9.2%WELLnot top 5

6.9%PLD3.8%

not top 5EQR6.9%

6.0%EQIX4.4%

4.8%SPGnot top 5

4.5%PSAnot top 5

not top 5FCPT3.9%

not top 5DLR3.6%

Held in common51.4%

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

USRT vs PPTY Returns, Every Period

iSharesUSRT

+4.2%

5 years, per year

PPTYVident

+1.5%

5 years, per year

USRTPPTYFaded: behind in that period

4–0USRT wins

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

USRT vs PPTY

YTD

iSharesUSRT

+18.5%

PPTYVident

+14.2%

+18.5%Year to date+14.2%

−12.4%Worst drop · 1Y−11.8%

13.8%Volatility · 1Y13.9%

2.6%Yield2.5%

$4.4BAssets$22.8M

3–1USRT 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

2.64%highest, USRT

FundTrailing yieldYield$10k

USRT2.64%$264

PPTY2.49%$249

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

Income After Fees on $10,000

$256most kept, USRT

USRT$264 − $8 = $256

PPTY$249 − $53 = $196

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

+18.4%USRT, at 13.8% volatility

USRTWorst drop−12.4%13.8% vol

PPTYWorst drop−11.8%13.9% vol

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

Paid More vs Made More

YTD

USRTPPTY

+18.5%Year to date+14.2%

2.6%Yield2.5%

+18.4%Past year+15.6%

0.08%Fee0.53%

4–0USRT 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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026