Compare · 2 funds side by side · dividends reinvested

REIT and USRT

REITALPS×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

REIT 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

ALPS Active REIT ETFSectors · Real estate0.68%2.89%+17.6%+17.7%+15.9%+3.9%−11.5%13.6%$56M1.6

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: REIT 2021 · USRT 2007

Head to Head

Swap sides Versus in desk

Head to Head

ALPS Active REIT ETF · $56M$12,099

REIT

USRT

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

$10,000 five years ago, dividends reinvested · they hold 51.0% in common

REITMeasureUSRT

+17.6%Year to dateJan 1 → Nov 4+18.5%

+17.7%1 yearTotal return+18.4%

+15.9%3 years · per year$10,000 became $15,556 · $16,301+17.7%

+3.9%5 years · per year$10,000 became $12,099 · $12,294+4.2%

0.68%Expense ratio$68 · $8 a year on $10k · lower is better0.08%

2.89%Trailing 12-mo yield$289 · $264 a year on $10k2.64%

−11.5%Worst dropSmaller is better−12.4%

13.6%VolatilityLower is calmer13.8%

REITUSRT 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

REIT vs USRT: Top 5 Holdings

Today

REIT

37.9%in top 5

USRT

in top 531.4%

REITStockUSRT

10.6%WELL9.2%

9.6%EQIX6.0%

8.4%PLD6.9%

5.1%SPG4.8%

not top 5PSA4.5%

4.2%MACnot top 5

Held in common51.0%

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

REIT vs USRT Returns, Every Period

ALPSREIT

+3.9%

5 years, per year

USRTiShares

+4.2%

5 years, per year

REITUSRTFaded: behind in that period

0–4USRT wins

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

REIT vs USRT

YTD

ALPSREIT

+17.6%

USRTiShares

+18.5%

+17.6%Year to date+18.5%

−11.5%Worst drop · 1Y−12.4%

13.6%Volatility · 1Y13.8%

2.9%Yield2.6%

$56.2MAssets$4.3B

3–1REIT wins

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

Cost, Income and Risk

Fees: REIT, USRT

Today

0.08%lowest, USRT

FundExpense ratioFee$10k

USRT0.08%$8

REIT0.68%$68

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

Yields: REIT, USRT

2.89%highest, REIT

FundTrailing yieldYield$10k

REIT2.89%$289

USRT2.64%$264

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

Income After Fees on $10,000

$256most kept, USRT

USRT$264 − $8 = $256

REIT$289 − $68 = $221

KeptFee

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

Overlap: REIT, USRT

Today

51.0%most shared, REIT and USRT

REITUSRT

REIT—51.0%

USRT51.0%—

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

REITWorst drop−11.5%13.6% 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

REITUSRT

+17.6%Year to date+18.5%

2.9%Yield2.6%

+17.7%Past year+18.4%

0.68%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