Compare · 2 funds side by side · dividends reinvested

SPRE and USRT

SPRESP Funds×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

SPRE 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

SP Funds S&P Global REIT Sharia ETFSectors · Real estate0.50%4.28%−1.1%+0.3%+9.2%−2.2%−14.6%12.7%$198M1.8

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: SPRE 2020 · USRT 2007

Head to Head

Swap sides Versus in desk

Head to Head

SP Funds S&P Global REIT Sharia ETF · $198M$8,958

SPRE

USRT

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

$10,000 five years ago, dividends reinvested · they hold 19.1% in common

SPREMeasureUSRT

−1.1%Year to dateJan 1 → Nov 3+15.3%

+0.3%1 yearTotal return+15.3%

+9.2%3 years · per year$10,000 became $13,030 · $15,948+16.8%

−2.2%5 years · per year$10,000 became $8,958 · $11,871+3.5%

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

4.28%Trailing 12-mo yield$428 · $272 a year on $10k2.72%

−14.6%Worst dropSmaller is better−12.4%

12.7%VolatilityLower is calmer13.6%

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

2–6USRT wins

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

More Ways to See the Pairs

SPRE vs USRT: Top 5 Holdings

Today

SPRE

54.9%in top 5

USRT

in top 531.3%

SPREStockUSRT

13.7%WELL9.0%

13.0%GMG.AXnot top 5

12.1%EQIX6.1%

10.6%SUInot top 5

not top 5PLD6.9%

5.5%CHC.AXnot top 5

not top 5SPG4.7%

not top 5PSA4.5%

Held in common19.1%

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

SPRE vs USRT Returns, Every Period

SP FundsSPRE

−2.2%

5 years, per year

USRTiShares

+3.5%

5 years, per year

SPREUSRTFaded: behind in that period

0–4USRT wins

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

SPRE vs USRT

YTD

SP FundsSPRE

−1.1%

USRTiShares

+15.3%

−1.1%Year to date+15.3%

−14.6%Worst drop · 1Y−12.4%

12.7%Volatility · 1Y13.6%

4.3%Yield2.7%

$198MAssets$4.3B

2–2level

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

Cost, Income and Risk

Fees: SPRE, USRT

Today

0.08%lowest, USRT

FundExpense ratioFee$10k

USRT0.08%$8

SPRE0.50%$50

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

Yields: SPRE, USRT

4.28%highest, SPRE

FundTrailing yieldYield$10k

SPRE4.28%$428

USRT2.72%$272

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

Income After Fees on $10,000

$378most kept, SPRE

SPRE$428 − $50 = $378

USRT$272 − $8 = $264

KeptFee

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

Overlap: SPRE, USRT

Today

19.1%most shared, SPRE and USRT

SPREUSRT

SPRE—19.1%

USRT19.1%—

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

SPREWorst drop−14.6%12.7% 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

SPREUSRT

−1.1%Year to date+15.3%

4.3%Yield2.7%

+0.3%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