Compare · 2 funds side by side · dividends reinvested

USRT and VYM

USRTiShares×VYMVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,941VYM · best of the two

02 / 04

USRT and VYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.31%+12.8%+16.5%+19.6%+11.1%−6.7%10.6%$78.9B1.3

iShares Core U.S. REIT ETFSectors · Real estate0.08%2.69%+16.2%+16.0%+16.0%+3.7%−12.4%13.9%$4.2B1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: USRT 2007 · VYM 2006

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core U.S. REIT ETF · $4.2B$12,000

USRT

VYM

Vanguard High Dividend Yield ETF · $78.9B$16,941

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

USRTMeasureVYM

+16.2%Year to dateJan 1 → Nov 6+12.8%

+16.0%1 yearTotal return+16.5%

+16.0%3 years · per year$10,000 became $15,602 · $17,107+19.6%

+3.7%5 years · per year$10,000 became $12,000 · $16,941+11.1%

0.08%Expense ratio$8 · $4 a year on $10k · lower is better0.04%

2.69%Trailing 12-mo yield$269 · $231 a year on $10k2.31%

−12.4%Worst dropSmaller is better−6.7%

13.9%VolatilityLower is calmer10.6%

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

2–6VYM 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 VYM: Top 5 Holdings

Today

USRT

31.4%in top 5

VYM

in top 518.2%

USRTStockVYM

9.3%WELLnot top 5

not top 5AVGO6.9%

6.8%PLDnot top 5

5.9%EQIXnot top 5

4.8%SPGnot top 5

4.6%PSAnot top 5

not top 5JPM3.8%

not top 5XOM2.8%

not top 5JNJ2.7%

not top 5ABBV2.0%

Held in common0.0%

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

USRT vs VYM Returns, Every Period

iSharesUSRT

+3.7%

5 years, per year

VYMVanguard

+11.1%

5 years, per year

USRTVYMFaded: behind in that period

1–3VYM wins

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

Sector vs Income: USRT vs VYM

YTD

iSharesUSRT

+16.2%

VYMVanguard

+12.8%

+16.2%Year to date+12.8%

−12.4%Worst drop · 1Y−6.7%

13.9%Volatility · 1Y10.6%

2.7%Yield2.3%

$4.2BAssets$78.9B

2–2level

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

Cost, Income and Risk

Fees: USRT, VYM

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

USRT0.08%$8

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

Yields: USRT, VYM

2.69%highest, USRT

FundTrailing yieldYield$10k

USRT2.69%$269

VYM2.31%$231

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

Income After Fees on $10,000

$261most kept, USRT

USRT$269 − $8 = $261

VYM$231 − $4 = $227

KeptFee

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

Overlap: USRT, VYM

Today

0.0%most shared, USRT and VYM

USRTVYM

USRT—0.0%

VYM0.0%—

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

Return vs Bumpiness: 2 ETFs

+16.5%VYM, at 10.6% volatility

VYMWorst drop−6.7%10.6% 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

USRTVYM

+16.2%Year to date+12.8%

2.7%Yield2.3%

+16.0%Past year+16.5%

0.08%Fee0.04%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026