Compare · 2 funds side by side · dividends reinvested

USRT and FREL

USRTiShares×FRELFidelity×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$11,898USRT · best of the two

02 / 04

USRT and FREL, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core U.S. REIT ETFSectors · Real estate0.08%2.69%+16.5%+16.4%+16.4%+3.5%−12.4%13.9%$4.4B1.3

Fidelity MSCI Real Estate Index ETFSectors · Real estate0.08%3.33%+11.6%+11.7%+13.9%+1.1%−11.6%14.2%$1.4B1.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: USRT 2007 · FREL 2015

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity MSCI Real Estate Index ETF · $1.4B$10,568

FREL

USRT

iShares Core U.S. REIT ETF · $4.4B$11,898

$10,000 five years ago, dividends reinvested · they hold 79.0% in common

FRELMeasureUSRT

+11.6%Year to dateJan 1 → Nov 5+16.5%

+11.7%1 yearTotal return+16.4%

+13.9%3 years · per year$10,000 became $14,795 · $15,762+16.4%

+1.1%5 years · per year$10,000 became $10,568 · $11,898+3.5%

0.08%Expense ratio$8 · $8 a year on $10k · lower is better0.08%

3.33%Trailing 12-mo yield$333 · $269 a year on $10k2.69%

−11.6%Worst dropSmaller is better−12.4%

14.2%VolatilityLower is calmer13.9%

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

2–5USRT wins

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

More Ways to See the Pairs

FREL vs USRT: Top 5 Holdings

Today

FREL

32.0%in top 5

USRT

in top 531.4%

FRELStockUSRT

9.7%WELL9.2%

7.2%PLD6.9%

5.5%EQIX6.0%

4.9%AMTnot top 5

4.6%SPG4.8%

not top 5PSA4.5%

Held in common79.0%

End-of-day Nov 5, 2026 · share of each fund

FREL vs USRT Returns, Every Period

FidelityFREL

+1.1%

5 years, per year

USRTiShares

+3.5%

5 years, per year

FRELUSRTFaded: behind in that period

0–4USRT wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

FREL vs USRT

YTD

FidelityFREL

+11.6%

USRTiShares

+16.5%

+11.6%Year to date+16.5%

−11.6%Worst drop · 1Y−12.4%

14.2%Volatility · 1Y13.9%

3.3%Yield2.7%

$1.4BAssets$4.4B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: USRT, FREL

Today

0.08%lowest, USRT

FundExpense ratioFee$10k

USRT0.08%$8

FREL0.08%$8

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: USRT, FREL

3.33%highest, FREL

FundTrailing yieldYield$10k

FREL3.33%$333

USRT2.69%$269

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$325most kept, FREL

FREL$333 − $8 = $325

USRT$269 − $8 = $261

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: USRT, FREL

Today

79.0%most shared, USRT and FREL

USRTFREL

USRT—79.0%

FREL79.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+16.4%USRT, at 13.9% volatility

USRTWorst drop−12.4%13.9% vol

FRELWorst drop−11.6%14.2% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

FRELUSRT

+11.6%Year to date+16.5%

3.3%Yield2.7%

+11.7%Past year+16.4%

0.08%Fee0.08%

2–1USRT wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026