FPRO vs USRT

AFPRO

BUSRT

Measures won1–5USRT wins · of 6 · 5Y

$10,000 · 5Y$15,474XLF · USRT $12,000

Lowest cost0.08%USRT · $8 on $10k

Most income2.69%USRT · $269 on $10k

Smallest drop−11.0%FPRO · worst fall in 1Y

Held in common57.5%FPRO and USRT

FPRO

USRT

Fidelity Real Estate Investment ETF · $15MiShares Core U.S. REIT ETF · $4.3B

+13.4%3 years · per year$14,600 · $15,602+16.0%

+2.1%5 years · per year$11,100 · $12,000+3.7%

0.57%Expense ratio$57 · $8 on $10k · lower wins0.08%

2.44%12-mo yield$244 · $269 on $10k2.69%

−11.0%Worst dropSmaller wins−12.4%

14.1%VolatilityLower wins13.9%

1–5USRT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFPRO · USRT

8.6%WELL9.3%

10.4%PLD6.8%

10.5%EQIX5.9%

4.5%SPG4.8%

Held in common57.5%

End-of-day Nov 6, 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	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−0.6%	+5.7%	+10.4%	+22.5%	+9.1%	−14.8%	$55.5B
2	BUSRT	iShares Core U.S. REIT ETFRead Desk	0.08%	2.69%	−0.3%	+16.2%	+16.0%	+16.0%	+3.7%	−12.4%	$4.3B
3	AFPRO	Fidelity Real Estate Investment ETFRead Desk	0.57%	2.44%	−0.6%	+12.8%	+12.6%	+13.4%	+2.1%	−11.0%	$15M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−0.6%	+5.7%	+10.4%	+22.5%	+9.1%	−14.8%	$55.5B
2	BUSRT	iShares Core U.S. REIT ETFRead Desk	0.08%	2.69%	−0.3%	+16.2%	+16.0%	+16.0%	+3.7%	−12.4%	$4.3B
3	AFPRO	Fidelity Real Estate Investment ETFRead Desk	0.57%	2.44%	−0.6%	+12.8%	+12.6%	+13.4%	+2.1%	−11.0%	$15M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FPRO vs USRT

FPRO

Fidelity Real Estate Investment

$11,100

USRT

iShares Core U.S. REIT

$12,000

MeasureFPROUSRT

Fee0.57%0.08%

Cost on $10k a year$57$8

Yield2.44%2.69%

5 years, per year+2.1%+3.7%

3 years, per year+13.4%+16.0%

Worst drop · 1Y−11.0%−12.4%

Volatility · 1Y14.1%13.9%

5–1measures won
USRT first

57.5%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: FPRO, USRT, XLF

Today

57.5%most shared, FPRO and USRT

FPROUSRTXLF

FPRO—57.5%0.0%

USRT57.5%—0.0%

XLF0.0%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$261most kept, USRT

USRT$269 − $8 = $261

FPRO$244 − $57 = $187

XLF$144 − $8 = $136

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee