Compare · 2 funds side by side · dividends reinvested

USRT and VTI

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,375VTI · best of the two

02 / 04

USRT and VTI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.09%+8.9%+9.9%+21.7%+10.4%−8.9%13.7%$689B1.4

iShares Core U.S. REIT ETFSectors · Real estate0.08%2.69%+16.2%+16.0%+16.0%+3.7%−12.4%13.9%$4.3B1.6

Rank among the two1st → 2ndFee, 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 · VTI 2001

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core U.S. REIT ETF · $4.3B$12,000

USRT

VTI

Vanguard Morningstar Total Stock Market ETF · $689B$16,375

$10,000 five years ago, dividends reinvested · they hold 1.7% in common

USRTMeasureVTI

+16.2%Year to dateJan 1 → Nov 6+8.9%

+16.0%1 yearTotal return+9.9%

+16.0%3 years · per year$10,000 became $15,602 · $18,004+21.7%

+3.7%5 years · per year$10,000 became $12,000 · $16,375+10.4%

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

2.69%Trailing 12-mo yield$269 · $109 a year on $10k1.09%

−12.4%Worst dropSmaller is better−8.9%

13.9%VolatilityLower is calmer13.7%

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

3–5VTI 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 VTI: Top 5 Holdings

Today

USRT

31.4%in top 5

VTI

in top 525.0%

USRTStockVTI

9.3%WELLnot top 5

not top 5NVDA7.1%

6.8%PLDnot top 5

not top 5AAPL6.6%

5.9%EQIXnot top 5

not top 5MSFT5.2%

4.8%SPGnot top 5

4.6%PSAnot top 5

not top 5AMZN3.3%

not top 5GOOGL2.8%

Held in common1.7%

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

USRT vs VTI Returns, Every Period

iSharesUSRT

+3.7%

5 years, per year

VTIVanguard

+10.4%

5 years, per year

USRTVTIFaded: behind in that period

2–2Level

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

Sector vs Core: USRT vs VTI

YTD

iSharesUSRT

+16.2%

VTIVanguard

+8.9%

+16.2%Year to date+8.9%

−12.4%Worst drop · 1Y−8.9%

13.9%Volatility · 1Y13.7%

2.7%Yield1.1%

$4.3BAssets$689B

2–2level

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

Cost, Income and Risk

Fees: USRT, VTI

Today

0.03%lowest, VTI

FundExpense ratioFee$10k

VTI0.03%$3

USRT0.08%$8

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

Yields: USRT, VTI

2.69%highest, USRT

FundTrailing yieldYield$10k

USRT2.69%$269

VTI1.09%$109

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

Income After Fees on $10,000

$261most kept, USRT

USRT$269 − $8 = $261

VTI$109 − $3 = $106

KeptFee

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

Overlap: USRT, VTI

Today

1.7%most shared, USRT and VTI

USRTVTI

USRT—1.7%

VTI1.7%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+16.0%USRT, at 13.9% volatility

VTIWorst drop−8.9%13.7% vol

USRTWorst drop−12.4%13.9% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

USRTVTI

+16.2%Year to date+8.9%

2.7%Yield1.1%

+16.0%Past year+9.9%

0.08%Fee0.03%

3–1USRT wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$92.8B

2–0VTI wins

End-of-day Nov 6, 2026

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