AVRE vs USRT

AAVRE

BUSRT

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$22,178VGT · USRT $11,871

Lowest cost0.08%USRT · $8 on $10k

Most income2.97%AVRE · $297 on $10k

Smallest drop−10.5%AVRE · worst fall in 1Y

Held in common63.7%AVRE and USRT

AVRE

USRT

Avantis Real Estate ETF · $890MiShares Core U.S. REIT ETF · $4.3B

+13.4%3 years · per year$14,581 · $15,948+16.8%

+0.7%5 years · per year$10,350 · $11,871+3.5%

0.17%Expense ratio$17 · $8 on $10k · lower wins0.08%

2.97%12-mo yield$297 · $272 on $10k2.72%

−10.5%Worst dropSmaller wins−12.4%

12.3%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAVRE · USRT

7.9%WELL9.0%

6.3%PLD6.9%

5.5%EQIX6.1%

3.8%SPG4.7%

Held in common63.7%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	VGT	Vanguard Information Technology ETFRead Desk	0.09%	0.41%	+1.3%	+22.8%	+16.8%	+32.7%	+17.3%	−15.8%	$154.5B
2	BUSRT	iShares Core U.S. REIT ETFRead Desk	0.08%	2.72%	+0.2%	+15.3%	+15.3%	+16.8%	+3.5%	−12.4%	$4.3B
3	AAVRE	Avantis Real Estate ETFRead Desk	0.17%	2.97%	+0.1%	+8.6%	+8.9%	+13.4%	+0.7%	−10.5%	$890M

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VGT	Vanguard Information Technology ETFRead Desk	0.09%	0.41%	+1.3%	+22.8%	+16.8%	+32.7%	+17.3%	−15.8%	$154.5B
2	BUSRT	iShares Core U.S. REIT ETFRead Desk	0.08%	2.72%	+0.2%	+15.3%	+15.3%	+16.8%	+3.5%	−12.4%	$4.3B
3	AAVRE	Avantis Real Estate ETFRead Desk	0.17%	2.97%	+0.1%	+8.6%	+8.9%	+13.4%	+0.7%	−10.5%	$890M

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

AVRE vs USRT

AVRE

Avantis Real Estate

$10,350

USRT

iShares Core U.S. REIT

$11,871

MeasureAVREUSRT

Fee0.17%0.08%

Cost on $10k a year$17$8

Yield2.97%2.72%

5 years, per year+0.7%+3.5%

3 years, per year+13.4%+16.8%

Worst drop · 1Y−10.5%−12.4%

Volatility · 1Y12.3%13.6%

3–3measures won
level

63.7%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

XLK vs VGT

YTD

SPDRXLK

+23.0%

VGTVanguard

+22.8%

+23.0%Year to date+22.8%

0.08% · $8Fee · on $10k a year0.09% · $9

$115BAssets$155B

2–0XLK wins

End-of-day Nov 3, 2026

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

Overlap: AVRE, USRT, VGT

Today

63.7%most shared, AVRE and USRT

AVREUSRTVGT

AVRE—63.7%0.0%

USRT63.7%—0.0%

VGT0.0%0.0%—

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

Income After Fees on $10,000

$280most kept, AVRE

AVRE$297 − $17 = $280

USRT$272 − $8 = $264

VGT$41 − $9 = $32

KeptFee

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