HAUS vs USRT

AHAUS

BUSRT

Measures won1–4USRT wins · of 6 · 5Y

$10,000 · 5Y$11,898USRT

Lowest cost0.08%USRT · $8 on $10k

Most income3.26%HAUS · $326 on $10k

Smallest drop−12.4%USRT · worst fall in 1Y

Held in common31.2%HAUS and USRT

HAUS

USRT

Residential REIT ETF · $7MiShares Core U.S. REIT ETF · $4.4B

+11.6%3 years · per year$13,885 · $15,762+16.4%

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

0.60%Expense ratio$60 · $8 on $10k · lower wins0.08%

3.26%12-mo yield$326 · $269 on $10k2.69%

−13.4%Worst dropSmaller wins−12.4%

15.2%VolatilityLower wins13.9%

1–4USRT wins

$10,000 · 5 yearsOne scale

Shared top holdingsHAUS · USRT

6.3%WELL9.2%

5.8%PSA4.5%

9.7%VMRK3.8%

5.6%VTR3.8%

Held in common31.2%

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	AHAUS	Residential REIT ETFRead Desk		0.60%	3.26%	−0.6%	+3.5%	+7.7%	+11.6%	new	−13.4%	$7M

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	AHAUS	Residential REIT ETFRead Desk		0.60%	3.26%	−0.6%	+3.5%	+7.7%	+11.6%	new	−13.4%	$7M

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

HAUS vs USRT

HAUS

Residential REIT

[…]

USRT

iShares Core U.S. REIT

$11,898

MeasureHAUSUSRT

Fee0.60%0.08%

Cost on $10k a year$60$8

Yield3.26%2.69%

5 years, per year[…]+3.5%

3 years, per year+11.6%+16.4%

Worst drop · 1Y−13.4%−12.4%

Volatility · 1Y15.2%13.9%

4–1measures won
USRT first

31.2%

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: HAUS, USRT

Today

31.2%most shared, HAUS and USRT

HAUSUSRT

HAUS—31.2%

USRT31.2%—

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

Income After Fees on $10,000

$266most kept, HAUS

HAUS$326 − $60 = $266

USRT$269 − $8 = $261

KeptFee

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