Compare · 2 funds side by side · dividends reinvested

USRT and PPTY

USRTiShares×PPTYVident×

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 PPTY, 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%$4.4B1.1

US Diversified Real Estate ETFSectors · Real estate0.53%2.53%+12.6%+13.8%+12.6%+1.0%−11.8%14.0%$23M1.9

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 · PPTY 2018

Head to Head

Swap sides Versus in desk

Head to Head

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

USRT

PPTY

US Diversified Real Estate ETF · $23M$10,516

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

USRTMeasurePPTY

+16.5%Year to dateJan 1 → Nov 5+12.6%

+16.4%1 yearTotal return+13.8%

+16.4%3 years · per year$10,000 became $15,762 · $14,291+12.6%

+3.5%5 years · per year$10,000 became $11,898 · $10,516+1.0%

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

2.69%Trailing 12-mo yield$269 · $253 a year on $10k2.53%

−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 5, 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 522.6%

USRTStockPPTY

9.2%WELLnot top 5

6.9%PLD3.8%

not top 5EQR6.9%

6.0%EQIX4.4%

4.8%SPGnot top 5

4.5%PSAnot top 5

not top 5FCPT3.9%

not top 5DLR3.6%

Held in common51.3%

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

USRT vs PPTY Returns, Every Period

iSharesUSRT

+3.5%

5 years, per year

PPTYVident

+1.0%

5 years, per year

USRTPPTYFaded: behind in that period

4–0USRT wins

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

USRT vs PPTY

YTD

iSharesUSRT

+16.5%

PPTYVident

+12.6%

+16.5%Year to date+12.6%

−12.4%Worst drop · 1Y−11.8%

13.9%Volatility · 1Y14.0%

2.7%Yield2.5%

$4.4BAssets$22.8M

3–1USRT wins

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

Cost, Income and Risk

Fees: USRT, PPTY

Today

0.08%lowest, USRT

FundExpense ratioFee$10k

USRT0.08%$8

PPTY0.53%$53

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

Yields: USRT, PPTY

2.69%highest, USRT

FundTrailing yieldYield$10k

USRT2.69%$269

PPTY2.53%$253

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

Income After Fees on $10,000

$261most kept, USRT

USRT$269 − $8 = $261

PPTY$253 − $53 = $200

KeptFee

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

Overlap: USRT, PPTY

Today

51.3%most shared, USRT and PPTY

USRTPPTY

USRT—51.3%

PPTY51.3%—

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

PPTYWorst drop−11.8%14.0% vol

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

Paid More vs Made More

YTD

USRTPPTY

+16.5%Year to date+12.6%

2.7%Yield2.5%

+16.4%Past year+13.8%

0.08%Fee0.53%

4–0USRT 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