BYRE vs USRT

ABYRE

BUSRT

Measures won3–2BYRE wins · of 6 · 5Y

$10,000 · 5Y$12,294USRT

Lowest cost0.08%USRT · $8 on $10k

Most income2.71%BYRE · $271 on $10k

Smallest drop−10.6%BYRE · worst fall in 1Y

Held in common43.8%BYRE and USRT

BYRE

USRT

Principal Real Estate Active Opportunities ETF · $27MiShares Core U.S. REIT ETF · $4.4B

+14.4%3 years · per year$14,978 · $16,301+17.7%

[…]5 years · per year[…] · $12,294+4.2%

0.60%Expense ratio$60 · $8 on $10k · lower wins0.08%

2.71%12-mo yield$271 · $264 on $10k2.64%

−10.6%Worst dropSmaller wins−12.4%

13.2%VolatilityLower wins13.8%

3–2BYRE wins

$10,000 · 5 yearsOne scale

Shared top holdingsBYRE · USRT

8.7%WELL9.2%

8.1%EQIX6.0%

4.1%PLD6.9%

4.5%VTR3.8%

Held in common43.8%

End-of-day Nov 4, 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%	2.64%	+2.8%	+18.5%	+18.4%	+17.7%	+4.2%	−12.4%	$4.4B
2	ABYRE	Principal Real Estate Active Opportunities ETFRead Desk		0.60%	2.71%	+3.2%	+15.6%	+14.1%	+14.4%	new	−10.6%	$27M

End-of-day Nov 4, 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%	2.64%	+2.8%	+18.5%	+18.4%	+17.7%	+4.2%	−12.4%	$4.4B
2	ABYRE	Principal Real Estate Active Opportunities ETFRead Desk		0.60%	2.71%	+3.2%	+15.6%	+14.1%	+14.4%	new	−10.6%	$27M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

BYRE vs USRT

BYRE

Principal Real Estate Active Opportunities

[…]

USRT

iShares Core U.S. REIT

$12,294

MeasureBYREUSRT

Fee0.60%0.08%

Cost on $10k a year$60$8

Yield2.71%2.64%

5 years, per year[…]+4.2%

3 years, per year+14.4%+17.7%

Worst drop · 1Y−10.6%−12.4%

Volatility · 1Y13.2%13.8%

3–2measures won
BYRE first

43.8%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: BYRE, USRT

Today

43.8%most shared, BYRE and USRT

BYREUSRT

BYRE—43.8%

USRT43.8%—

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

Income After Fees on $10,000

$256most kept, USRT

USRT$264 − $8 = $256

BYRE$271 − $60 = $211

KeptFee

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