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$12,294USRT · 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%2.64%+18.5%+18.4%+17.7%+4.2%−12.4%13.8%$4.4B1.3

SP Funds S&P Global REIT Sharia ETFSectors · Real estate0.50%4.18%+1.3%+3.0%+9.8%−1.6%−14.6%12.9%$199M1.8

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: SPRE 2020 · USRT 2007

Head to Head

Swap sides Versus in desk

Head to Head

SP Funds S&P Global REIT Sharia ETF · $199M$9,244

SPRE

USRT

iShares Core U.S. REIT ETF · $4.4B$12,294

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

SPREMeasureUSRT

+1.3%Year to dateJan 1 → Nov 4+18.5%

+3.0%1 yearTotal return+18.4%

+9.8%3 years · per year$10,000 became $13,225 · $16,301+17.7%

−1.6%5 years · per year$10,000 became $9,244 · $12,294+4.2%

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

4.18%Trailing 12-mo yield$418 · $264 a year on $10k2.64%

−14.6%Worst dropSmaller is better−12.4%

12.9%VolatilityLower is calmer13.8%

SPREUSRT 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

SPRE vs USRT: Top 5 Holdings

Today

SPRE

55.3%in top 5

USRT

in top 531.4%

SPREStockUSRT

13.7%WELL9.2%

13.2%GMG.AXnot top 5

12.3%EQIX6.0%

10.5%SUInot top 5

not top 5PLD6.9%

5.6%CHC.AXnot top 5

not top 5SPG4.8%

not top 5PSA4.5%

Held in common19.1%

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

SPRE vs USRT Returns, Every Period

SP FundsSPRE

−1.6%

5 years, per year

USRTiShares

+4.2%

5 years, per year

SPREUSRTFaded: behind in that period

0–4USRT wins

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

SPRE vs USRT

YTD

SP FundsSPRE

+1.3%

USRTiShares

+18.5%

+1.3%Year to date+18.5%

−14.6%Worst drop · 1Y−12.4%

12.9%Volatility · 1Y13.8%

4.2%Yield2.6%

$199MAssets$4.4B

2–2level

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

Yields: SPRE, USRT

4.18%highest, SPRE

FundTrailing yieldYield$10k

SPRE4.18%$418

USRT2.64%$264

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

Income After Fees on $10,000

$368most kept, SPRE

SPRE$418 − $50 = $368

USRT$264 − $8 = $256

KeptFee

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

Return vs Bumpiness: 2 ETFs

+18.4%USRT, at 13.8% volatility

SPREWorst drop−14.6%12.9% 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

SPREUSRT

+1.3%Year to date+18.5%

4.2%Yield2.6%

+3.0%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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026