Compare · 2 funds side by side · dividends reinvested

RWR and USRT

RWRSPDR×USRTiShares×

Versus in desk

02 / 04

IWD−0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$11,978USRT · best of the two

Story of the two · IncomeMost incomeRWR · 3.37% · $337 a year on $10k

Story of the two · RiskSmallest drop

RWR and USRT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core U.S. REIT ETFSectors · Real estate0.08%2.67%+17.1%+14.8%+15.3%+3.7%−12.4%13.9%$4.3B1.3

State Street SPDR Dow Jones REIT ETFSectors · Real estate0.25%3.37%+16.4%+14.8%+15.1%+3.1%−12.8%14.2%$1.9B1.8

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

End-of-day Nov 12, 2026 · returns include dividends · since: RWR 2001 · USRT 2007

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street SPDR Dow Jones REIT ETF · $1.9B$11,640

RWR

USRT

iShares Core U.S. REIT ETF · $4.3B$11,978

$10,000 five years ago, dividends reinvested · they hold 88.3% in common

RWRMeasureUSRT

+16.4%

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RWR vs USRT: Top 5 Holdings

Today

RWR

33.6%in top 5

USRT

in top 531.8%

RWRStockUSRT

10.0%WELL9.3%

10.0%PLD7.0%

4.6%EQIX6.4%

4.5%SPG4.6%

4.5%

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 12, 2026 · fee on $10,000 a year

Yields: RWR, USRT

1Y

3.37%highest, RWR

FundTrailing yieldYield

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SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

Year to dateJan 1 → Nov 12

+17.1%

+14.8%1 yearTotal return+14.8%

+15.1%3 years · per year$10,000 became $15,251 · $15,313+15.3%

+3.1%5 years · per year$10,000 became $11,640 · $11,978+3.7%

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

3.37%Trailing 12-mo yield$337 · $267 a year on $10k2.67%

−12.8%Worst dropSmaller is better−12.4%

14.2%VolatilityLower is calmer13.9%

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

1–6USRT wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

DLR

4.4%

Held in common88.3%

End-of-day Nov 12, 2026 · share of each fund

RWR vs USRT Returns, Every Period

5Y

SPDRRWR

+3.1%

5 years, per year

USRTiShares

+3.7%

5 years, per year

RWRUSRTFaded: behind in that period

0–3USRT wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

RWR vs USRT

YTD

SPDRRWR

+16.4%

USRTiShares

+17.1%

+16.4%Year to date+17.1%

−12.8%Worst drop · 1Y−12.4%

14.2%Volatility · 1Y13.9%

3.4%Yield2.7%

$1.9BAssets$4.3B

3–1USRT wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

$10k

RWR3.37%$337

USRT2.67%$267

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

Income After Fees on $10,000

1Y

$312most kept, RWR

RWR$337 − $25 = $312

USRT$267 − $8 = $259

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: RWR, USRT

Today

88.3%most shared, RWR and USRT

RWRUSRT

RWR—88.3%

USRT88.3%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+14.8%RWR, at 14.2% volatility

USRTWorst drop−12.4%13.9% vol

RWRWorst drop−12.8%14.2% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

RWRUSRT

+16.4%Year to date+17.1%

3.4%Yield2.7%

+14.8%Past year+14.8%

0.25%Fee0.08%

2–1USRT wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

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RWR and USRT

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two