BBRE vs USRT

ABBRE

BUSRT

Measures won1–5USRT wins · of 6 · 5Y

$10,000 · 5Y$11,898USRT · BBRE $11,755

Lowest cost0.08%USRT · $8 on $10k

Most income2.77%BBRE · $277 on $10k

Smallest drop−12.4%USRT · worst fall in 1Y

Held in common86.8%BBRE and USRT

BBRE

USRT

JPMorgan BetaBuilders MSCI US REIT ETF · $1.3BiShares Core U.S. REIT ETF · $4.4B

+15.9%3 years · per year$15,585 · $15,762+16.4%

+3.3%5 years · per year$11,755 · $11,898+3.5%

0.11%Expense ratio$11 · $8 on $10k · lower wins0.08%

2.77%12-mo yield$277 · $269 on $10k2.69%

−12.5%Worst dropSmaller wins−12.4%

14.2%VolatilityLower wins13.9%

1–5USRT wins

$10,000 · 5 yearsOne scale

Shared top holdingsBBRE · USRT

12.5%WELL9.2%

8.8%PLD6.9%

4.6%SPG4.8%

4.5%PSA4.5%

Held in common86.8%

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

Both

5Y2 funds

#			Trend
1	BUSRT	iShares Core U.S. REIT ETFRead Desk		0.08%	2.69%	−1.7%	+16.5%	+16.4%	+16.4%	+3.5%	−12.4%	$4.4B
2	ABBRE	JPMorgan BetaBuilders MSCI US REIT ETFRead Desk		0.11%	2.77%	−1.7%	+16.1%	+16.1%	+15.9%	+3.3%	−12.5%	$1.3B

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

Both

5Y2 funds

#			Trend
1	BUSRT	iShares Core U.S. REIT ETFRead Desk		0.08%	2.69%	−1.7%	+16.5%	+16.4%	+16.4%	+3.5%	−12.4%	$4.4B
2	ABBRE	JPMorgan BetaBuilders MSCI US REIT ETFRead Desk		0.11%	2.77%	−1.7%	+16.1%	+16.1%	+15.9%	+3.3%	−12.5%	$1.3B

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

Cards for this view

BBRE vs USRT

BBRE

JPMorgan BetaBuilders MSCI US REIT

$11,755

USRT

iShares Core U.S. REIT

$11,898

MeasureBBREUSRT

Fee0.11%0.08%

Cost on $10k a year$11$8

Yield2.77%2.69%

5 years, per year+3.3%+3.5%

3 years, per year+15.9%+16.4%

Worst drop · 1Y−12.5%−12.4%

Volatility · 1Y14.2%13.9%

5–1measures won
USRT first

86.8%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: BBRE, USRT

Today

86.8%most shared, BBRE and USRT

BBREUSRT

BBRE—86.8%

USRT86.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$266most kept, BBRE

BBRE$277 − $11 = $266

USRT$269 − $8 = $261

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee