HAUZ vs USRT

AHAUZ

BUSRT

Measures won1–5USRT wins · of 6 · 5Y

$10,000 · 5Y$12,294USRT · HAUZ $9,167

Lowest cost0.08%USRT · $8 on $10k

Most income3.69%HAUZ · $369 on $10k

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

Held in common0.0%HAUZ and USRT

HAUZ

USRT

Xtrackers International Real Estate ETF · $1.1BiShares Core U.S. REIT ETF · $4.4B

+10.3%3 years · per year$13,420 · $16,301+17.7%

−1.7%5 years · per year$9,167 · $12,294+4.2%

0.10%Expense ratio$10 · $8 on $10k · lower wins0.08%

3.69%12-mo yield$369 · $264 on $10k2.64%

−17.8%Worst dropSmaller wins−12.4%

14.4%VolatilityLower wins13.8%

1–5USRT wins

$10,000 · 5 yearsOne scale

Shared top holdingsHAUZ · USRT

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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%	$4.4B
2	AHAUZ	Xtrackers International Real Estate ETFRead Desk		0.10%	3.69%	+2.8%	−3.6%	−0.9%	+10.3%	−1.7%	−17.8%	$1.1B

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%	$4.4B
2	AHAUZ	Xtrackers International Real Estate ETFRead Desk		0.10%	3.69%	+2.8%	−3.6%	−0.9%	+10.3%	−1.7%	−17.8%	$1.1B

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

HAUZ vs USRT

HAUZ

Xtrackers International Real Estate

$9,167

USRT

iShares Core U.S. REIT

$12,294

MeasureHAUZUSRT

Fee0.10%0.08%

Cost on $10k a year$10$8

Yield3.69%2.64%

5 years, per year−1.7%+4.2%

3 years, per year+10.3%+17.7%

Worst drop · 1Y−17.8%−12.4%

Volatility · 1Y14.4%13.8%

5–1measures won
USRT first

0.0%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: HAUZ, USRT

Today

0.0%most shared, HAUZ and USRT

HAUZUSRT

HAUZ—0.0%

USRT0.0%—

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

Income After Fees on $10,000

$359most kept, HAUZ

HAUZ$369 − $10 = $359

USRT$264 − $8 = $256

KeptFee

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