Compare · 3 funds side by side · dividends reinvested

USRT, VOO and QQQ

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,763QQQ · best of the three

02 / 04

USRT, VOO and QQQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.05%+13.4%+13.5%+24.2%+12.6%−8.9%12.8%$1.00T1.6

iShares Core U.S. REIT ETFSectors · Real estate0.08%2.64%+18.5%+18.4%+17.7%+4.2%−12.4%13.8%$4.4B2.0

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.45%+13.0%+10.0%+26.3%+13.4%−11.7%20.3%$465B2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: USRT 2007 · VOO 2010 · QQQ 1999

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core U.S. REIT ETF · $4.4B$12,294

USRT

VOO

Vanguard S&P 500 ETF · $1.00T$18,115

$10,000 five years ago, dividends reinvested · they hold 1.4% in common

USRTMeasureVOO

+18.5%Year to dateJan 1 → Nov 4+13.4%

+18.4%1 yearTotal return+13.5%

+17.7%3 years · per year$10,000 became $16,301 · $19,172+24.2%

+4.2%5 years · per year$10,000 became $12,294 · $18,115+12.6%

0.08%Expense ratio$8 · $3 a year on $10k · lower is better0.03%

2.64%Trailing 12-mo yield$264 · $105 a year on $10k1.05%

−12.4%Worst dropSmaller is better−8.9%

13.8%VolatilityLower is calmer12.8%

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

3–5VOO 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 VOO: Top 5 Holdings

Today

USRT

31.4%in top 5

VOO

in top 528.3%

USRTStockVOO

9.2%WELLnot top 5

not top 5NVDA8.4%

not top 5AAPL7.4%

6.9%PLDnot top 5

6.0%EQIXnot top 5

not top 5MSFT5.8%

4.8%SPGnot top 5

4.5%PSAnot top 5

not top 5AMZN3.7%

not top 5GOOGL3.1%

Held in common1.4%

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

USRT vs VOO Returns, Every Period

iSharesUSRT

+4.2%

5 years, per year

VOOVanguard

+12.6%

5 years, per year

USRTVOOFaded: behind in that period

2–2Level

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

Sector vs Core: USRT vs VOO

YTD

iSharesUSRT

+18.5%

VOOVanguard

+13.4%

+18.5%Year to date+13.4%

−12.4%Worst drop · 1Y−8.9%

13.8%Volatility · 1Y12.8%

2.6%Yield1.1%

$4.4BAssets$1.00T

2–2level

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

Cost, Income and Risk

Fees: USRT, VOO, QQQ

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

USRT0.08%$8

QQQ0.18%$18

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

Yields: USRT, VOO, QQQ

2.64%highest, USRT

FundTrailing yieldYield$10k

USRT2.64%$264

VOO1.05%$105

QQQ0.45%$45

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

Income After Fees on $10,000

$256most kept, USRT

USRT$264 − $8 = $256

VOO$105 − $3 = $102

QQQ$45 − $18 = $27

KeptFee

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

Overlap: USRT, VOO, QQQ

Today

55.3%most shared, VOO and QQQ

USRTVOOQQQ

USRT—1.4%0.0%

VOO1.4%—55.3%

QQQ0.0%55.3%—

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

Return vs Bumpiness: 3 ETFs

+18.4%USRT, at 13.8% volatility

VOOWorst drop−8.9%12.8% vol

USRTWorst drop−12.4%13.8% vol

QQQWorst drop−11.7%20.3% vol

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

Paid More vs Made More

YTD

USRTVOO

+18.5%Year to date+13.4%

2.6%Yield1.1%

+18.4%Past year+13.5%

0.08%Fee0.03%

3–1USRT wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

QQQM vs QQQ

YTD

InvescoQQQM

+13.1%

QQQInvesco

+13.0%

+13.1%Year to date+13.0%

0.15% · $15Fee · on $10k a year0.18% · $18

$106BAssets$465B

2–0QQQM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 4, 2026