Compare · 2 funds side by side · dividends reinvested

RITA and USRT

RITAETFB×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

RITA 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

ETFB Green SRI REITs ETFSectors · Real estate0.50%2.66%+11.4%+11.8%+12.2%[…]−11.1%13.8%$7M1.6

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: RITA 2021 · USRT 2007

Head to Head

Swap sides Versus in desk

Head to Head

ETFB Green SRI REITs ETF · $7M[…]

RITA

USRT

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

$10,000 five years ago, dividends reinvested · they hold 52.0% in common

RITAMeasureUSRT

+11.4%Year to dateJan 1 → Nov 4+18.5%

+11.8%1 yearTotal return+18.4%

+12.2%3 years · per year$10,000 became $14,113 · $16,301+17.7%

[…]5 years · per year$10,000 became […] · $12,294+4.2%

0.50%Expense ratio$50 · $8 a year on $10k · lower is better0.08%

2.66%Trailing 12-mo yield$266 · $264 a year on $10k2.64%

−11.1%Worst dropSmaller is better−12.4%

13.8%VolatilityLower is calmer13.8%

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

2–4USRT wins

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

More Ways to See the Pairs

RITA vs USRT: Top 5 Holdings

Today

RITA

42.6%in top 5

USRT

in top 531.4%

RITAStockUSRT

11.3%WELL9.2%

10.4%IRMnot top 5

8.2%SPG4.8%

6.2%PLD6.9%

6.5%VMRKnot top 5

not top 5EQIX6.0%

not top 5PSA4.5%

Held in common52.0%

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

RITA vs USRT Returns, Every Period

ETFBRITA

+11.8%

past year

USRTiShares

+18.4%

past year

RITAUSRTFaded: behind in that period

0–3USRT wins

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

RITA vs USRT

YTD

ETFBRITA

+11.4%

USRTiShares

+18.5%

+11.4%Year to date+18.5%

−11.1%Worst drop · 1Y−12.4%

13.8%Volatility · 1Y13.8%

2.7%Yield2.6%

$6.7MAssets$4.3B

2–1RITA wins

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

Cost, Income and Risk

Fees: RITA, USRT

Today

0.08%lowest, USRT

FundExpense ratioFee$10k

USRT0.08%$8

RITA0.50%$50

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

Yields: RITA, USRT

2.66%highest, RITA

FundTrailing yieldYield$10k

RITA2.66%$266

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

RITA$266 − $50 = $216

KeptFee

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

Overlap: RITA, USRT

Today

52.0%most shared, RITA and USRT

RITAUSRT

RITA—52.0%

USRT52.0%—

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

RITAWorst drop−11.1%13.8% 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

RITAUSRT

+11.4%Year to date+18.5%

2.7%Yield2.6%

+11.8%Past year+18.4%

0.50%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