Compare · 2 funds side by side · dividends reinvested

RWR and USRT

RWRSPDR×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

RWR 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%$4.3B1.3

State Street SPDR Dow Jones REIT ETFSectors · Real estate0.25%3.34%+17.8%+18.8%+17.5%+3.7%−12.8%14.2%$1.8B1.8

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

End-of-day Nov 4, 2026 · returns include dividends · since: RWR 2001 · USRT 2007

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Dow Jones REIT ETF · $1.8B$11,973

RWR

USRT

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

$10,000 five years ago, dividends reinvested · they hold 88.1% in common

RWRMeasureUSRT

+17.8%Year to dateJan 1 → Nov 4+18.5%

+18.8%1 yearTotal return+18.4%

+17.5%3 years · per year$10,000 became $16,229 · $16,301+17.7%

+3.7%5 years · per year$10,000 became $11,973 · $12,294+4.2%

0.25%Expense ratio$25 · $8 a year on $10k · lower is better0.08%

3.34%Trailing 12-mo yield$334 · $264 a year on $10k2.64%

−12.8%Worst dropSmaller is better−12.4%

14.2%VolatilityLower is calmer13.8%

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

2–6USRT wins

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

More Ways to See the Pairs

RWR vs USRT: Top 5 Holdings

Today

RWR

34.2%in top 5

USRT

in top 531.4%

RWRStockUSRT

10.2%WELL9.2%

9.5%PLD6.9%

4.4%EQIX6.0%

5.1%PSA4.5%

4.9%SPG4.8%

Held in common88.1%

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

RWR vs USRT Returns, Every Period

SPDRRWR

+3.7%

5 years, per year

USRTiShares

+4.2%

5 years, per year

RWRUSRTFaded: behind in that period

1–3USRT wins

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

RWR vs USRT

YTD

SPDRRWR

+17.8%

USRTiShares

+18.5%

+17.8%Year to date+18.5%

−12.8%Worst drop · 1Y−12.4%

14.2%Volatility · 1Y13.8%

3.3%Yield2.6%

$1.8BAssets$4.3B

3–1USRT wins

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

Cost, Income and Risk

Fees: RWR, USRT

Today

0.08%lowest, USRT

FundExpense ratioFee$10k

USRT0.08%$8

RWR0.25%$25

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

Yields: RWR, USRT

3.34%highest, RWR

FundTrailing yieldYield$10k

RWR3.34%$334

USRT2.64%$264

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

Income After Fees on $10,000

$309most kept, RWR

RWR$334 − $25 = $309

USRT$264 − $8 = $256

KeptFee

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

Overlap: RWR, USRT

Today

88.1%most shared, RWR and USRT

RWRUSRT

RWR—88.1%

USRT88.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+18.8%RWR, at 14.2% volatility

USRTWorst drop−12.4%13.8% vol

RWRWorst drop−12.8%14.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

RWRUSRT

+17.8%Year to date+18.5%

3.3%Yield2.6%

+18.8%Past year+18.4%

0.25%Fee0.08%

2–2level

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