Compare · 2 funds side by side · dividends reinvested

REZ and USRT

REZiShares×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

REZ 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%$4.3B1.3

iShares Residential and Multisector Real Estate ETFSectors · Real estate0.48%2.10%+13.4%+15.4%+17.4%+3.0%−12.9%16.0%$820M1.8

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: REZ 2007 · USRT 2007

Head to Head

Swap sides Versus in desk

Head to Head

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

USRT

REZ

iShares Residential and Multisector Real Estate ETF · $820M$11,582

$10,000 five years ago, dividends reinvested · they hold 41.1% in common

USRTMeasureREZ

+15.3%Year to dateJan 1 → Nov 3+13.4%

+15.3%1 yearTotal return+15.4%

+16.8%3 years · per year$10,000 became $15,948 · $16,192+17.4%

+3.5%5 years · per year$10,000 became $11,871 · $11,582+3.0%

0.08%Expense ratio$8 · $48 a year on $10k · lower is better0.48%

2.72%Trailing 12-mo yield$272 · $210 a year on $10k2.10%

−12.4%Worst dropSmaller is better−12.9%

13.6%VolatilityLower is calmer16.0%

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

6–2USRT wins

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

More Ways to See the Pairs

USRT vs REZ: Top 5 Holdings

Today

USRT

31.3%in top 5

REZ

in top 550.7%

USRTStockREZ

9.0%WELL22.9%

4.5%PSA8.6%

not top 5VMRK7.4%

6.9%PLDnot top 5

not top 5VTR6.8%

6.1%EQIXnot top 5

not top 5EXR5.0%

4.7%SPGnot top 5

Held in common41.1%

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

USRT vs REZ Returns, Every Period

iSharesUSRT

+3.5%

5 years, per year

REZiShares

+3.0%

5 years, per year

USRTREZFaded: behind in that period

2–2Level

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

USRT vs REZ

YTD

iSharesUSRT

+15.3%

REZiShares

+13.4%

+15.3%Year to date+13.4%

−12.4%Worst drop · 1Y−12.9%

13.6%Volatility · 1Y16.0%

2.7%Yield2.1%

$4.3BAssets$820M

4–0USRT wins

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

Cost, Income and Risk

Fees: REZ, USRT

Today

0.08%lowest, USRT

FundExpense ratioFee$10k

USRT0.08%$8

REZ0.48%$48

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

Yields: REZ, USRT

2.72%highest, USRT

FundTrailing yieldYield$10k

USRT2.72%$272

REZ2.10%$210

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

Income After Fees on $10,000

$264most kept, USRT

USRT$272 − $8 = $264

REZ$210 − $48 = $162

KeptFee

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

Overlap: REZ, USRT

Today

41.1%most shared, REZ and USRT

REZUSRT

REZ—41.1%

USRT41.1%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+15.4%REZ, at 16.0% volatility

USRTWorst drop−12.4%13.6% vol

REZWorst drop−12.9%16.0% vol

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

Paid More vs Made More

YTD

USRTREZ

+15.3%Year to date+13.4%

2.7%Yield2.1%

+15.3%Past year+15.4%

0.08%Fee0.48%

3–1USRT 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