DCRE vs USRT

ADCRE

BUSRT

Measures won3–2DCRE wins · of 6 · 5Y

$10,000 · 5Y$11,871USRT

Lowest cost0.08%USRT · $8 on $10k

Most income5.25%DCRE · $525 on $10k

Smallest drop−0.7%DCRE · worst fall in 1Y

Held in common[…]DCRE and USRT

DCRE

USRT

DoubleLine Commercial Real Estate ETF · $432MiShares Core U.S. REIT ETF · $4.3B

+5.7%3 years · per year$11,818 · $15,948+16.8%

[…]5 years · per year[…] · $11,871+3.5%

0.39%Expense ratio$39 · $8 on $10k · lower wins0.08%

5.25%12-mo yield$525 · $272 on $10k2.72%

−0.7%Worst dropSmaller wins−12.4%

1.3%VolatilityLower wins13.6%

3–2DCRE wins

$10,000 · 5 yearsOne scale

Shared top holdingsDCRE · USRT

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

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

Both

5Y2 funds

#			Trend
1	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
2	ADCRE	DoubleLine Commercial Real Estate ETFRead Desk		0.39%	5.25%	−0.1%	+2.3%	+3.1%	+5.7%	new	−0.7%	$432M

End-of-day Nov 3, 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%	2.72%	+0.2%	+15.3%	+15.3%	+16.8%	+3.5%	−12.4%	$4.3B
2	ADCRE	DoubleLine Commercial Real Estate ETFRead Desk		0.39%	5.25%	−0.1%	+2.3%	+3.1%	+5.7%	new	−0.7%	$432M

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

DCRE vs USRT

DCRE

DoubleLine Commercial Real Estate

[…]

USRT

iShares Core U.S. REIT

$11,871

MeasureDCREUSRT

Fee0.39%0.08%

Cost on $10k a year$39$8

Yield5.25%2.72%

5 years, per year[…]+3.5%

3 years, per year+5.7%+16.8%

Worst drop · 1Y−0.7%−12.4%

Volatility · 1Y1.3%13.6%

3–2measures won
DCRE first

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

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

Overlap: DCRE, USRT

Today

[…]holdings […]

DCREUSRT

DCRE—[…]

USRT[…]—

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

Income After Fees on $10,000

$486most kept, DCRE

DCRE$525 − $39 = $486

USRT$272 − $8 = $264

KeptFee

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