Compare · 2 funds side by side · dividends reinvested

USRT and REZ

USRTiShares×REZiShares×

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 REZ, 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%$4.3B1.3

iShares Residential and Multisector Real Estate ETFSectors · Real estate0.48%2.04%+17.0%+19.1%+18.5%+3.6%−12.9%16.3%$820M1.8

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 · REZ 2007

Head to Head

Swap sides Versus in desk

Head to Head

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

USRT

REZ

iShares Residential and Multisector Real Estate ETF · $820M$11,927

$10,000 five years ago, dividends reinvested · they hold 41.3% in common

USRTMeasureREZ

+18.5%Year to dateJan 1 → Nov 4+17.0%

+18.4%1 yearTotal return+19.1%

+17.7%3 years · per year$10,000 became $16,301 · $16,660+18.5%

+4.2%5 years · per year$10,000 became $12,294 · $11,927+3.6%

0.08%Expense ratio$8 · $48 a year on $10k · lower is better0.48%

2.64%Trailing 12-mo yield$264 · $204 a year on $10k2.04%

−12.4%Worst dropSmaller is better−12.9%

13.8%VolatilityLower is calmer16.3%

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

6–2USRT 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 REZ: Top 5 Holdings

Today

USRT

31.4%in top 5

REZ

in top 550.9%

USRTStockREZ

9.2%WELL23.1%

4.5%PSA8.6%

not top 5VMRK7.3%

6.9%PLDnot top 5

not top 5VTR6.9%

6.0%EQIXnot top 5

not top 5EXR5.1%

4.8%SPGnot top 5

Held in common41.3%

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

USRT vs REZ Returns, Every Period

iSharesUSRT

+4.2%

5 years, per year

REZiShares

+3.6%

5 years, per year

USRTREZFaded: behind in that period

2–2Level

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

USRT vs REZ

YTD

iSharesUSRT

+18.5%

REZiShares

+17.0%

+18.5%Year to date+17.0%

−12.4%Worst drop · 1Y−12.9%

13.8%Volatility · 1Y16.3%

2.6%Yield2.0%

$4.3BAssets$820M

4–0USRT wins

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

Cost, Income and Risk

Fees: USRT, REZ

Today

0.08%lowest, USRT

FundExpense ratioFee$10k

USRT0.08%$8

REZ0.48%$48

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

Yields: USRT, REZ

2.64%highest, USRT

FundTrailing yieldYield$10k

USRT2.64%$264

REZ2.04%$204

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

Income After Fees on $10,000

$256most kept, USRT

USRT$264 − $8 = $256

REZ$204 − $48 = $156

KeptFee

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

Overlap: USRT, REZ

Today

41.3%most shared, USRT and REZ

USRTREZ

USRT—41.3%

REZ41.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+19.1%REZ, at 16.3% volatility

USRTWorst drop−12.4%13.8% vol

REZWorst drop−12.9%16.3% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

USRTREZ

+18.5%Year to date+17.0%

2.6%Yield2.0%

+18.4%Past year+19.1%

0.08%Fee0.48%

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