GQRE vs USRT

AGQRE

BUSRT

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$11,898USRT · GQRE $10,395

Lowest cost0.08%USRT · $8 on $10k

Most income4.25%GQRE · $425 on $10k

Smallest drop−11.7%GQRE · worst fall in 1Y

Held in common47.3%GQRE and USRT

GQRE

USRT

Northern Trust Global Quality Real Estate ETF · $440MiShares Core U.S. REIT ETF · $4.4B

+13.9%3 years · per year$14,773 · $15,762+16.4%

+0.8%5 years · per year$10,395 · $11,898+3.5%

0.46%Expense ratio$46 · $8 on $10k · lower wins0.08%

4.25%12-mo yield$425 · $269 on $10k2.69%

−11.7%Worst dropSmaller wins−12.4%

12.3%VolatilityLower wins13.9%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsGQRE · USRT

6.7%PLD6.9%

5.4%WELL9.2%

4.4%EQIX6.0%

3.9%SPG4.8%

Held in common47.3%

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%	$4.4B
2	AGQRE	Northern Trust Global Quality Real Estate ETFRead Desk		0.46%	4.25%	−1.2%	+7.8%	+9.7%	+13.9%	+0.8%	−11.7%	$440M

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%	$4.4B
2	AGQRE	Northern Trust Global Quality Real Estate ETFRead Desk		0.46%	4.25%	−1.2%	+7.8%	+9.7%	+13.9%	+0.8%	−11.7%	$440M

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

GQRE vs USRT

GQRE

Northern Trust Global Quality Real Estate

$10,395

USRT

iShares Core U.S. REIT

$11,898

MeasureGQREUSRT

Fee0.46%0.08%

Cost on $10k a year$46$8

Yield4.25%2.69%

5 years, per year+0.8%+3.5%

3 years, per year+13.9%+16.4%

Worst drop · 1Y−11.7%−12.4%

Volatility · 1Y12.3%13.9%

3–3measures won
level

47.3%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: GQRE, USRT

Today

47.3%most shared, GQRE and USRT

GQREUSRT

GQRE—47.3%

USRT47.3%—

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

Income After Fees on $10,000

$379most kept, GQRE

GQRE$425 − $46 = $379

USRT$269 − $8 = $261

KeptFee

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