Compare · 3 funds side by side · dividends reinvested

USRT, PPTY 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, PPTY 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%$4.2B1.4

US Diversified Real Estate ETFSectors · Real estate0.53%2.54%+12.2%+12.8%+12.3%+1.1%−11.8%14.0%$23M2.3

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.44%+5.7%+10.4%+22.5%+9.1%−14.8%15.3%$55.5B2.3

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 · PPTY 2018 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

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

USRT

PPTY

US Diversified Real Estate ETF · $23M$10,581

$10,000 five years ago, dividends reinvested · they hold 51.3% in common

USRTMeasurePPTY

+16.2%Year to dateJan 1 → Nov 6+12.2%

+16.0%1 yearTotal return+12.8%

+16.0%3 years · per year$10,000 became $15,602 · $14,162+12.3%

+3.7%5 years · per year$10,000 became $12,000 · $10,581+1.1%

0.08%Expense ratio$8 · $53 a year on $10k · lower is better0.53%

2.69%Trailing 12-mo yield$269 · $254 a year on $10k2.54%

−12.4%Worst dropSmaller is better−11.8%

13.9%VolatilityLower is calmer14.0%

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

7–1USRT 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 PPTY: Top 5 Holdings

Today

USRT

31.4%in top 5

PPTY

in top 522.4%

USRTStockPPTY

9.3%WELLnot top 5

not top 5EQR7.0%

6.8%PLD3.8%

5.9%EQIX4.2%

4.8%SPGnot top 5

4.6%PSAnot top 5

not top 5FCPT4.0%

not top 5DLR3.5%

Held in common51.3%

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

USRT vs PPTY Returns, Every Period

iSharesUSRT

+3.7%

5 years, per year

PPTYVident

+1.1%

5 years, per year

USRTPPTYFaded: behind in that period

4–0USRT wins

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

USRT vs PPTY

YTD

iSharesUSRT

+16.2%

PPTYVident

+12.2%

+16.2%Year to date+12.2%

−12.4%Worst drop · 1Y−11.8%

13.9%Volatility · 1Y14.0%

2.7%Yield2.5%

$4.2BAssets$23.2M

3–1USRT wins

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

Cost, Income and Risk

Fees: USRT, PPTY, XLF

Today

0.08%lowest, USRT

FundExpense ratioFee$10k

USRT0.08%$8

XLF0.08%$8

PPTY0.53%$53

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

Yields: USRT, PPTY, XLF

2.69%highest, USRT

FundTrailing yieldYield$10k

USRT2.69%$269

PPTY2.54%$254

XLF1.44%$144

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

Income After Fees on $10,000

$261most kept, USRT

USRT$269 − $8 = $261

PPTY$254 − $53 = $201

XLF$144 − $8 = $136

KeptFee

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

Overlap: USRT, PPTY, XLF

Today

51.3%most shared, USRT and PPTY

USRTPPTYXLF

USRT—51.3%0.0%

PPTY51.3%—0.0%

XLF0.0%0.0%—

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

USRTWorst drop−12.4%13.9% vol

PPTYWorst drop−11.8%14.0% 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

USRTPPTY

+16.2%Year to date+12.2%

2.7%Yield2.5%

+16.0%Past year+12.8%

0.08%Fee0.53%

4–0USRT 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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026