HAUS vs USRT

AHAUS

BUSRT

Measures won1–4USRT wins · of 6 · 5Y

$10,000 · 5Y$21,281VGT · USRT $12,123

Lowest cost0.08%USRT · $8 on $10k

Most income3.27%HAUS · $327 on $10k

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

Held in common31.7%HAUS and USRT

HAUS

USRT

Residential REIT ETF · $8MiShares Core U.S. REIT ETF · $4.2B

+10.5%3 years · per year$13,488 · $15,367+15.4%

[…]5 years · per year[…] · $12,123+3.9%

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

3.27%12-mo yield$327 · $265 on $10k2.65%

−13.4%Worst dropSmaller wins−12.4%

15.3%VolatilityLower wins14.0%

1–4USRT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsHAUS · USRT

6.3%WELL9.3%

5.8%PSA4.6%

10.1%VMRK4.0%

5.6%VTR3.9%

Held in common31.7%

End-of-day Nov 9, 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	VGT	Vanguard Information Technology ETFRead Desk	0.09%	0.42%	+3.2%	+19.3%	+18.0%	+29.2%	+16.3%	−17.5%	$154.5B
2	BUSRT	iShares Core U.S. REIT ETFRead Desk	0.08%	2.65%	+1.7%	+18.1%	+18.4%	+15.4%	+3.9%	−12.4%	$4.2B
3	AHAUS	Residential REIT ETFRead Desk	0.60%	3.27%	+0.8%	+3.3%	+7.6%	+10.5%	new	−13.4%	$8M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VGT	Vanguard Information Technology ETFRead Desk	0.09%	0.42%	+3.2%	+19.3%	+18.0%	+29.2%	+16.3%	−17.5%	$154.5B
2	BUSRT	iShares Core U.S. REIT ETFRead Desk	0.08%	2.65%	+1.7%	+18.1%	+18.4%	+15.4%	+3.9%	−12.4%	$4.2B
3	AHAUS	Residential REIT ETFRead Desk	0.60%	3.27%	+0.8%	+3.3%	+7.6%	+10.5%	new	−13.4%	$8M

End-of-day Nov 9, 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

$12,123

MeasureHAUSUSRT

Fee0.60%0.08%

Cost on $10k a year$60$8

Yield3.27%2.65%

5 years, per year[…]+3.9%

3 years, per year+10.5%+15.4%

Worst drop · 1Y−13.4%−12.4%

Volatility · 1Y15.3%14.0%

4–1measures won
USRT first

31.7%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

XLK vs VGT

YTD

SPDRXLK

+19.1%

VGTVanguard

+19.3%

+19.1%Year to date+19.3%

0.08% · $8Fee · on $10k a year0.09% · $9

$110BAssets$155B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: HAUS, USRT, VGT

Today

31.7%most shared, HAUS and USRT

HAUSUSRTVGT

HAUS—31.7%0.0%

USRT31.7%—0.0%

VGT0.0%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$267most kept, HAUS

HAUS$327 − $60 = $267

USRT$265 − $8 = $257

VGT$42 − $9 = $33

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee