Compare · 2 funds side by side · dividends reinvested

REET and USRT

REETiShares×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

REET 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 Global REIT ETFSectors · Real estate0.14%3.39%+12.2%+12.6%+15.1%+2.0%−11.3%12.5%$4.8B1.6

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: REET 2014 · USRT 2007

Head to Head

Swap sides Versus in desk

Head to Head

iShares Global REIT ETF · $4.8B$11,038

REET

USRT

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

$10,000 five years ago, dividends reinvested · they hold 72.7% in common

REETMeasureUSRT

+12.2%Year to dateJan 1 → Nov 4+18.5%

+12.6%1 yearTotal return+18.4%

+15.1%3 years · per year$10,000 became $15,230 · $16,301+17.7%

+2.0%5 years · per year$10,000 became $11,038 · $12,294+4.2%

0.14%Expense ratio$14 · $8 a year on $10k · lower is better0.08%

3.39%Trailing 12-mo yield$339 · $264 a year on $10k2.64%

−11.3%Worst dropSmaller is better−12.4%

12.5%VolatilityLower is calmer13.8%

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

3–5USRT wins

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

More Ways to See the Pairs

REET vs USRT: Top 5 Holdings

Today

REET

29.9%in top 5

USRT

in top 531.4%

REETStockUSRT

9.7%WELL9.2%

6.8%PLD6.9%

5.6%EQIX6.0%

4.0%SPG4.8%

not top 5PSA4.5%

3.7%DLRnot top 5

Held in common72.7%

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

REET vs USRT Returns, Every Period

iSharesREET

+2.0%

5 years, per year

USRTiShares

+4.2%

5 years, per year

REETUSRTFaded: behind in that period

0–4USRT wins

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

REET vs USRT

YTD

iSharesREET

+12.2%

USRTiShares

+18.5%

+12.2%Year to date+18.5%

−11.3%Worst drop · 1Y−12.4%

12.5%Volatility · 1Y13.8%

3.4%Yield2.6%

$4.8BAssets$4.3B

3–1REET wins

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

Cost, Income and Risk

Fees: REET, USRT

Today

0.08%lowest, USRT

FundExpense ratioFee$10k

USRT0.08%$8

REET0.14%$14

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

Yields: REET, USRT

3.39%highest, REET

FundTrailing yieldYield$10k

REET3.39%$339

USRT2.64%$264

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

Income After Fees on $10,000

$325most kept, REET

REET$339 − $14 = $325

USRT$264 − $8 = $256

KeptFee

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

Overlap: REET, USRT

Today

72.7%most shared, REET and USRT

REETUSRT

REET—72.7%

USRT72.7%—

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

REETWorst drop−11.3%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

REETUSRT

+12.2%Year to date+18.5%

3.4%Yield2.6%

+12.6%Past year+18.4%

0.14%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