Compare · 2 funds side by side · dividends reinvested

USRT and XLRE

USRTiShares×XLRESPDR×

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 XLRE, 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

State Street Real Estate Select Sector SPDR ETFSectors · Real estate0.08%3.20%+14.5%+14.4%+15.5%+2.3%−11.1%14.5%$8.3B1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: USRT 2007 · XLRE 2015

Head to Head

Swap sides Versus in desk

Head to Head

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

USRT

XLRE

State Street Real Estate Select Sector SPDR ETF · $8.3B$11,213

$10,000 five years ago, dividends reinvested · they hold 68.8% in common

USRTMeasureXLRE

+18.5%Year to dateJan 1 → Nov 4+14.5%

+18.4%1 yearTotal return+14.4%

+17.7%3 years · per year$10,000 became $16,301 · $15,410+15.5%

+4.2%5 years · per year$10,000 became $12,294 · $11,213+2.3%

0.08%Expense ratio$8 · $8 a year on $10k · lower is better0.08%

2.64%Trailing 12-mo yield$264 · $320 a year on $10k3.20%

−12.4%Worst dropSmaller is better−11.1%

13.8%VolatilityLower is calmer14.5%

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

5–2USRT 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 XLRE: Top 5 Holdings

Today

USRT

31.4%in top 5

XLRE

in top 537.1%

USRTStockXLRE

9.2%WELL11.5%

6.9%PLD8.1%

6.0%EQIX6.6%

not top 5AMT5.8%

4.5%PSA5.0%

4.8%SPGnot top 5

Held in common68.8%

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

USRT vs XLRE Returns, Every Period

iSharesUSRT

+4.2%

5 years, per year

XLRESPDR

+2.3%

5 years, per year

USRTXLREFaded: behind in that period

4–0USRT wins

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

USRT vs XLRE

YTD

iSharesUSRT

+18.5%

XLRESPDR

+14.5%

+18.5%Year to date+14.5%

−12.4%Worst drop · 1Y−11.1%

13.8%Volatility · 1Y14.5%

2.6%Yield3.2%

$4.3BAssets$8.3B

2–2level

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

Cost, Income and Risk

Fees: USRT, XLRE

Today

0.08%lowest, USRT

FundExpense ratioFee$10k

USRT0.08%$8

XLRE0.08%$8

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

Yields: USRT, XLRE

3.20%highest, XLRE

FundTrailing yieldYield$10k

XLRE3.20%$320

USRT2.64%$264

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

Income After Fees on $10,000

$312most kept, XLRE

XLRE$320 − $8 = $312

USRT$264 − $8 = $256

KeptFee

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

Overlap: USRT, XLRE

Today

68.8%most shared, USRT and XLRE

USRTXLRE

USRT—68.8%

XLRE68.8%—

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

Return vs Bumpiness: 2 ETFs

+18.4%USRT, at 13.8% volatility

USRTWorst drop−12.4%13.8% vol

XLREWorst drop−11.1%14.5% vol

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

Paid More vs Made More

YTD

XLREUSRT

+14.5%Year to date+18.5%

3.2%Yield2.6%

+14.4%Past year+18.4%

0.08%Fee0.08%

2–1USRT 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