ERET vs USRT

AERET

BUSRT

Measures won3–2ERET wins · of 6 · 5Y

$10,000 · 5Y$11,898USRT

Lowest cost0.08%USRT · $8 on $10k

Most income3.32%ERET · $332 on $10k

Smallest drop−11.6%ERET · worst fall in 1Y

Held in common63.4%ERET and USRT

ERET

USRT

iShares Environmentally Aware Real Estate ETF · $14MiShares Core U.S. REIT ETF · $4.3B

+14.1%3 years · per year$14,841 · $15,762+16.4%

[…]5 years · per year[…] · $11,898+3.5%

0.30%Expense ratio$30 · $8 on $10k · lower wins0.08%

3.32%12-mo yield$332 · $269 on $10k2.69%

−11.6%Worst dropSmaller wins−12.4%

12.5%VolatilityLower wins13.9%

3–2ERET wins

$10,000 · 5 yearsOne scale

Shared top holdingsERET · USRT

7.9%WELL9.2%

5.5%PLD6.9%

4.3%EQIX6.0%

5.1%O4.0%

Held in common63.4%

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%	$4.3B
2	AERET	iShares Environmentally Aware Real Estate ETFRead Desk		0.30%	3.32%	+2.8%	+9.7%	+11.3%	+14.1%	new	−11.6%	$14M

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%	$4.3B
2	AERET	iShares Environmentally Aware Real Estate ETFRead Desk		0.30%	3.32%	+2.8%	+9.7%	+11.3%	+14.1%	new	−11.6%	$14M

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

ERET vs USRT

ERET

iShares Environmentally Aware Real Estate

[…]

USRT

iShares Core U.S. REIT

$11,898

MeasureERETUSRT

Fee0.30%0.08%

Cost on $10k a year$30$8

Yield3.32%2.69%

5 years, per year[…]+3.5%

3 years, per year+14.1%+16.4%

Worst drop · 1Y−11.6%−12.4%

Volatility · 1Y12.5%13.9%

3–2measures won
ERET first

63.4%

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%

$120BAssets$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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: ERET, USRT

Today

63.4%most shared, ERET and USRT

ERETUSRT

ERET—63.4%

USRT63.4%—

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

Income After Fees on $10,000

$302most kept, ERET

ERET$332 − $30 = $302

USRT$269 − $8 = $261

KeptFee

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