Compare · 2 funds side by side · dividends reinvested

USRT and AVRE

USRTiShares×AVREAvantis×

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

USRT and AVRE, 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%$4.3B1.4

Avantis Real Estate ETFSectors · Real estate0.17%2.89%+11.5%+11.9%+14.1%+1.2%−10.5%12.6%$890M1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: USRT 2007 · AVRE 2021

Head to Head

Swap sides Versus in desk

Head to Head

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

USRT

AVRE

Avantis Real Estate ETF · $890M$10,633

$10,000 five years ago, dividends reinvested · they hold 63.7% in common

USRTMeasureAVRE

+18.5%Year to dateJan 1 → Nov 4+11.5%

+18.4%1 yearTotal return+11.9%

+17.7%3 years · per year$10,000 became $16,301 · $14,863+14.1%

+4.2%5 years · per year$10,000 became $12,294 · $10,633+1.2%

0.08%Expense ratio$8 · $17 a year on $10k · lower is better0.17%

2.64%Trailing 12-mo yield$264 · $289 a year on $10k2.89%

−12.4%Worst dropSmaller is better−10.5%

13.8%VolatilityLower is calmer12.6%

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

5–3USRT wins

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

More Ways to See the Pairs

USRT vs AVRE: Top 5 Holdings

Today

USRT

31.4%in top 5

AVRE

in top 527.9%

USRTStockAVRE

9.2%WELL7.9%

6.9%PLD6.2%

6.0%EQIX5.6%

4.8%SPG3.8%

4.5%PSAnot top 5

not top 5AMT4.4%

Held in common63.7%

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

USRT vs AVRE Returns, Every Period

iSharesUSRT

+4.2%

5 years, per year

AVREAvantis

+1.2%

5 years, per year

USRTAVREFaded: behind in that period

4–0USRT wins

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

USRT vs AVRE

YTD

iSharesUSRT

+18.5%

AVREAvantis

+11.5%

+18.5%Year to date+11.5%

−12.4%Worst drop · 1Y−10.5%

13.8%Volatility · 1Y12.6%

2.6%Yield2.9%

$4.3BAssets$890M

3–1AVRE wins

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

Cost, Income and Risk

Fees: USRT, AVRE

Today

0.08%lowest, USRT

FundExpense ratioFee$10k

USRT0.08%$8

AVRE0.17%$17

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

Yields: USRT, AVRE

2.89%highest, AVRE

FundTrailing yieldYield$10k

AVRE2.89%$289

USRT2.64%$264

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

Income After Fees on $10,000

$272most kept, AVRE

AVRE$289 − $17 = $272

USRT$264 − $8 = $256

KeptFee

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

Overlap: USRT, AVRE

Today

63.7%most shared, USRT and AVRE

USRTAVRE

USRT—63.7%

AVRE63.7%—

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

AVREWorst drop−10.5%12.6% 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

AVREUSRT

+11.5%Year to date+18.5%

2.9%Yield2.6%

+11.9%Past year+18.4%

0.17%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%

$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