Compare · 3 funds side by side · dividends reinvested

USRT, VNQ and XLE

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$25,404XLE · best of the three

02 / 04

USRT, VNQ and XLE, 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%$4.4B1.8

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.47%+40.6%+45.4%+16.7%+20.5%−15.0%23.3%$44.1B1.8

Vanguard Real Estate ETFSectors · Real estate0.13%3.54%+11.8%+12.0%+14.1%+1.2%−11.4%14.2%$35.9B2.4

Rank among the three1st → 3rdFee, 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 · VNQ 2004 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

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

USRT

VNQ

Vanguard Real Estate ETF · $35.9B$10,599

$10,000 five years ago, dividends reinvested · they hold 80.2% in common

USRTMeasureVNQ

+16.5%Year to dateJan 1 → Nov 5+11.8%

+16.4%1 yearTotal return+12.0%

+16.4%3 years · per year$10,000 became $15,762 · $14,843+14.1%

+3.5%5 years · per year$10,000 became $11,898 · $10,599+1.2%

0.08%Expense ratio$8 · $13 a year on $10k · lower is better0.13%

2.69%Trailing 12-mo yield$269 · $354 a year on $10k3.54%

−12.4%Worst dropSmaller is better−11.4%

13.9%VolatilityLower is calmer14.2%

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

6–2USRT 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 VNQ: Top 5 Holdings

Today

USRT

31.4%in top 5

VNQ

in top 534.7%

USRTStockVNQ

9.2%WELL10.7%

6.9%PLD8.0%

6.0%EQIX6.6%

not top 5AMT5.1%

4.8%SPG4.3%

4.5%PSAnot top 5

Held in common80.2%

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

USRT vs VNQ Returns, Every Period

iSharesUSRT

+3.5%

5 years, per year

VNQVanguard

+1.2%

5 years, per year

USRTVNQFaded: behind in that period

4–0USRT wins

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

USRT vs VNQ

YTD

iSharesUSRT

+16.5%

VNQVanguard

+11.8%

+16.5%Year to date+11.8%

−12.4%Worst drop · 1Y−11.4%

13.9%Volatility · 1Y14.2%

2.7%Yield3.5%

$4.4BAssets$35.9B

2–2level

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

Cost, Income and Risk

Fees: USRT, VNQ, XLE

Today

0.08%lowest, USRT

FundExpense ratioFee$10k

USRT0.08%$8

XLE0.08%$8

VNQ0.13%$13

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

Yields: USRT, VNQ, XLE

3.54%highest, VNQ

FundTrailing yieldYield$10k

VNQ3.54%$354

USRT2.69%$269

XLE2.47%$247

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

Income After Fees on $10,000

$341most kept, VNQ

VNQ$354 − $13 = $341

USRT$269 − $8 = $261

XLE$247 − $8 = $239

KeptFee

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

Overlap: USRT, VNQ, XLE

Today

80.2%most shared, USRT and VNQ

USRTVNQXLE

USRT—80.2%0.0%

VNQ80.2%—0.0%

XLE0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+45.4%XLE, at 23.3% volatility

USRTWorst drop−12.4%13.9% vol

VNQWorst drop−11.4%14.2% vol

XLEWorst drop−15.0%23.3% vol

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

Paid More vs Made More

YTD

VNQXLE

+11.8%Year to date+40.6%

3.5%Yield2.5%

+12.0%Past year+45.4%

0.13%Fee0.08%

3–1XLE wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.4%

+40.6%Year to date+38.4%

2.5%Yield2.4%

$44.1BAssets$10.4B

2–0XLE wins

End-of-day Nov 5, 2026

VNQ vs SCHH

YTD

VanguardVNQ

+11.8%

SCHHSchwab

+15.4%

+11.8%Year to date+15.4%

3.5%Yield2.9%

$35.9BAssets$11.4B

1–1level

End-of-day Nov 5, 2026

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