Compare · 2 funds side by side · dividends reinvested

XLRE and USRT

XLRESPDR×USRTiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$11,871USRT · best of the two

02 / 04

XLRE and USRT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core U.S. REIT ETFSectors · Real estate0.08%2.72%+15.3%+15.3%+16.8%+3.5%−12.4%13.6%$4.3B1.3

State Street Real Estate Select Sector SPDR ETFSectors · Real estate0.08%3.30%+10.8%+10.5%+14.4%+1.5%−11.1%14.2%$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 3, 2026 · returns include dividends · since: XLRE 2015 · USRT 2007

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core U.S. REIT ETF · $4.3B$11,871

USRT

XLRE

State Street Real Estate Select Sector SPDR ETF · $8.3B$10,775

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

USRTMeasureXLRE

+15.3%Year to dateJan 1 → Nov 3+10.8%

+15.3%1 yearTotal return+10.5%

+16.8%3 years · per year$10,000 became $15,948 · $14,961+14.4%

+3.5%5 years · per year$10,000 became $11,871 · $10,775+1.5%

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

2.72%Trailing 12-mo yield$272 · $330 a year on $10k3.30%

−12.4%Worst dropSmaller is better−11.1%

13.6%VolatilityLower is calmer14.2%

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

5–2USRT wins

End-of-day Nov 3, 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

31.3%in top 5

XLRE

in top 537.0%

USRTStockXLRE

9.0%WELL11.3%

6.9%PLD8.2%

6.1%EQIX6.9%

not top 5AMT5.8%

4.5%PSA4.9%

4.7%SPGnot top 5

Held in common68.8%

End-of-day Nov 3, 2026 · share of each fund

USRT vs XLRE Returns, Every Period

iSharesUSRT

+3.5%

5 years, per year

XLRESPDR

+1.5%

5 years, per year

USRTXLREFaded: behind in that period

4–0USRT wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

USRT vs XLRE

YTD

iSharesUSRT

+15.3%

XLRESPDR

+10.8%

+15.3%Year to date+10.8%

−12.4%Worst drop · 1Y−11.1%

13.6%Volatility · 1Y14.2%

2.7%Yield3.3%

$4.3BAssets$8.3B

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: XLRE, USRT

Today

0.08%lowest, XLRE

FundExpense ratioFee$10k

XLRE0.08%$8

USRT0.08%$8

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: XLRE, USRT

3.30%highest, XLRE

FundTrailing yieldYield$10k

XLRE3.30%$330

USRT2.72%$272

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$322most kept, XLRE

XLRE$330 − $8 = $322

USRT$272 − $8 = $264

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: XLRE, USRT

Today

68.8%most shared, XLRE and USRT

XLREUSRT

XLRE—68.8%

USRT68.8%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+15.3%USRT, at 13.6% volatility

USRTWorst drop−12.4%13.6% vol

XLREWorst drop−11.1%14.2% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

XLREUSRT

+10.8%Year to date+15.3%

3.3%Yield2.7%

+10.5%Past year+15.3%

0.08%Fee0.08%

2–1USRT wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026