FREL vs USRT

AFREL

BUSRT

Measures won2–3USRT wins · of 6 · 5Y

$10,000 · 5Y$12,294USRT · FREL $10,901

Lowest cost0.08%FREL · $8 on $10k

Most income3.27%FREL · $327 on $10k

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

Held in common78.9%FREL and USRT

FREL

USRT

Fidelity MSCI Real Estate Index ETF · $1.4BiShares Core U.S. REIT ETF · $4.3B

+15.3%3 years · per year$15,343 · $16,301+17.7%

+1.7%5 years · per year$10,901 · $12,294+4.2%

0.08%Expense ratio$8 · $8 on $10k · lower wins0.08%

3.27%12-mo yield$327 · $264 on $10k2.64%

−11.6%Worst dropSmaller wins−12.4%

14.1%VolatilityLower wins13.8%

2–3USRT wins

$10,000 · 5 yearsOne scale

Shared top holdingsFREL · USRT

9.7%WELL9.2%

7.3%PLD6.9%

5.4%EQIX6.0%

4.6%SPG4.8%

Held in common78.9%

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%	$4.3B
2	AFREL	Fidelity MSCI Real Estate Index ETFRead Desk		0.08%	3.27%	+3.2%	+13.6%	+13.9%	+15.3%	+1.7%	−11.6%	$1.4B

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%	$4.3B
2	AFREL	Fidelity MSCI Real Estate Index ETFRead Desk		0.08%	3.27%	+3.2%	+13.6%	+13.9%	+15.3%	+1.7%	−11.6%	$1.4B

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

FREL vs USRT

FREL

Fidelity MSCI Real Estate Index

$10,901

USRT

iShares Core U.S. REIT

$12,294

MeasureFRELUSRT

Fee0.08%0.08%

Cost on $10k a year$8$8

Yield3.27%2.64%

5 years, per year+1.7%+4.2%

3 years, per year+15.3%+17.7%

Worst drop · 1Y−11.6%−12.4%

Volatility · 1Y14.1%13.8%

3–2measures won
USRT first

78.9%

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: FREL, USRT

Today

78.9%most shared, FREL and USRT

FRELUSRT

FREL—78.9%

USRT78.9%—

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

Income After Fees on $10,000

$319most kept, FREL

FREL$327 − $8 = $319

USRT$264 − $8 = $256

KeptFee

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