Compare · 3 funds side by side · dividends reinvested

USRT, DCRE and XLF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,474XLF · best of the three

02 / 04

USRT, DCRE and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core U.S. REIT ETFSectors · Real estate0.08%2.69%+16.2%+16.0%+16.0%+3.7%−12.4%13.9%$4.2B1.6

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.44%+5.7%+10.4%+22.5%+9.1%−14.8%15.3%$54.5B2.0

DoubleLine Commercial Real Estate ETFSectors · Real estate0.39%5.23%+2.6%+3.2%+5.8%[…]−0.7%1.3%$433M2.1

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: USRT 2007 · DCRE 2023 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core U.S. REIT ETF · $4.2B$12,000

USRT

DCRE

DoubleLine Commercial Real Estate ETF · $433M[…]

$10,000 five years ago, dividends reinvested

USRTMeasureDCRE

+16.2%Year to dateJan 1 → Nov 6+2.6%

+16.0%1 yearTotal return+3.2%

+16.0%3 years · per year$10,000 became $15,602 · $11,832+5.8%

+3.7%5 years · per year$10,000 became $12,000 · […][…]

0.08%Expense ratio$8 · $39 a year on $10k · lower is better0.39%

2.69%Trailing 12-mo yield$269 · $523 a year on $10k5.23%

−12.4%Worst dropSmaller is better−0.7%

13.9%VolatilityLower is calmer1.3%

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

4–3USRT wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

USRT vs DCRE: Top 5 Holdings

Today

USRT

31.4%in top 5

DCRE

in top 5[…]

USRTStockDCRE

9.3%WELLnot top 5

6.8%PLDnot top 5

5.9%EQIXnot top 5

4.8%SPGnot top 5

4.6%PSAnot top 5

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

USRT vs DCRE Returns, Every Period

iSharesUSRT

+16.0%

past year

DCREDoubleLine

+3.2%

past year

USRTDCREFaded: behind in that period

3–0USRT wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

USRT vs DCRE

YTD

iSharesUSRT

+16.2%

DCREDoubleLine

+2.6%

+16.2%Year to date+2.6%

−12.4%Worst drop · 1Y−0.7%

13.9%Volatility · 1Y1.3%

2.7%Yield5.2%

$4.2BAssets$433M

3–1DCRE wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: USRT, DCRE, XLF

Today

0.08%lowest, USRT

FundExpense ratioFee$10k

USRT0.08%$8

XLF0.08%$8

DCRE0.39%$39

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: USRT, DCRE, XLF

5.23%highest, DCRE

FundTrailing yieldYield$10k

DCRE5.23%$523

USRT2.69%$269

XLF1.44%$144

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$484most kept, DCRE

DCRE$523 − $39 = $484

USRT$269 − $8 = $261

XLF$144 − $8 = $136

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: USRT, DCRE, XLF

Today

0.0%most shared, USRT and XLF

USRTDCREXLF

USRT—[…]0.0%

DCRE[…]—[…]

XLF0.0%[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+16.0%USRT, at 13.9% volatility

DCREWorst drop−0.7%1.3% vol

USRTWorst drop−12.4%13.9% vol

XLFWorst drop−14.8%15.3% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

DCREUSRT

+2.6%Year to date+16.2%

5.2%Yield2.7%

+3.2%Past year+16.0%

0.39%Fee0.08%

3–1USRT wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026