Compare · 2 funds side by side · dividends reinvested

RWO and USRT

RWOSPDR×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

RWO 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%$4.3B1.4

State Street SPDR Dow Jones Global Real Estate ETFSectors · Real estate0.50%3.37%+9.9%+10.9%+14.6%+1.2%−11.3%13.0%$1.3B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: RWO 2008 · USRT 2007

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Dow Jones Global Real Estate ETF · $1.3B$10,636

RWO

USRT

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

$10,000 five years ago, dividends reinvested · they hold 71.9% in common

RWOMeasureUSRT

+9.9%Year to dateJan 1 → Nov 3+15.3%

+10.9%1 yearTotal return+15.3%

+14.6%3 years · per year$10,000 became $15,055 · $15,948+16.8%

+1.2%5 years · per year$10,000 became $10,636 · $11,871+3.5%

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

3.37%Trailing 12-mo yield$337 · $272 a year on $10k2.72%

−11.3%Worst dropSmaller is better−12.4%

13.0%VolatilityLower is calmer13.6%

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

3–5USRT wins

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

More Ways to See the Pairs

RWO vs USRT: Top 5 Holdings

Today

RWO

32.0%in top 5

USRT

in top 531.3%

RWOStockUSRT

10.2%WELL9.0%

7.4%PLD6.9%

6.2%EQIX6.1%

4.2%SPG4.7%

not top 5PSA4.5%

3.9%DLRnot top 5

Held in common71.9%

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

RWO vs USRT Returns, Every Period

SPDRRWO

+1.2%

5 years, per year

USRTiShares

+3.5%

5 years, per year

RWOUSRTFaded: behind in that period

0–4USRT wins

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

RWO vs USRT

YTD

SPDRRWO

+9.9%

USRTiShares

+15.3%

+9.9%Year to date+15.3%

−11.3%Worst drop · 1Y−12.4%

13.0%Volatility · 1Y13.6%

3.4%Yield2.7%

$1.3BAssets$4.3B

3–1RWO wins

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

Cost, Income and Risk

Fees: RWO, USRT

Today

0.08%lowest, USRT

FundExpense ratioFee$10k

USRT0.08%$8

RWO0.50%$50

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

Yields: RWO, USRT

3.37%highest, RWO

FundTrailing yieldYield$10k

RWO3.37%$337

USRT2.72%$272

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

Income After Fees on $10,000

$287most kept, RWO

RWO$337 − $50 = $287

USRT$272 − $8 = $264

KeptFee

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

Overlap: RWO, USRT

Today

71.9%most shared, RWO and USRT

RWOUSRT

RWO—71.9%

USRT71.9%—

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

Return vs Bumpiness: 2 ETFs

+15.3%USRT, at 13.6% volatility

RWOWorst drop−11.3%13.0% vol

USRTWorst drop−12.4%13.6% vol

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

Paid More vs Made More

YTD

RWOUSRT

+9.9%Year to date+15.3%

3.4%Yield2.7%

+10.9%Past year+15.3%

0.50%Fee0.08%

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