IYR vs USRT

AIYR

BUSRT

Measures won1–5USRT wins · of 6 · 5Y

$10,000 · 5Y$11,871USRT · IYR $10,398

Lowest cost0.08%USRT · $8 on $10k

Most income2.72%USRT · $272 on $10k

Smallest drop−11.8%IYR · worst fall in 1Y

Held in common78.1%IYR and USRT

IYR

USRT

iShares U.S. Real Estate ETF · $4.0BiShares Core U.S. REIT ETF · $4.3B

+13.8%3 years · per year$14,739 · $15,948+16.8%

+0.8%5 years · per year$10,398 · $11,871+3.5%

0.37%Expense ratio$37 · $8 on $10k · lower wins0.08%

2.37%12-mo yield$237 · $272 on $10k2.72%

−11.8%Worst dropSmaller wins−12.4%

14.0%VolatilityLower wins13.6%

1–5USRT wins

$10,000 · 5 yearsOne scale

Shared top holdingsIYR · USRT

10.0%WELL9.0%

8.7%PLD6.9%

4.8%SPG4.7%

4.6%EQIX6.1%

Held in common78.1%

End-of-day Nov 3, 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%	2.72%	+0.2%	+15.3%	+15.3%	+16.8%	+3.5%	−12.4%	$4.3B
2	AIYR	iShares U.S. Real Estate ETFRead Desk		0.37%	2.37%	0.0%	+9.1%	+9.2%	+13.8%	+0.8%	−11.8%	$4.0B

End-of-day Nov 3, 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%	2.72%	+0.2%	+15.3%	+15.3%	+16.8%	+3.5%	−12.4%	$4.3B
2	AIYR	iShares U.S. Real Estate ETFRead Desk		0.37%	2.37%	0.0%	+9.1%	+9.2%	+13.8%	+0.8%	−11.8%	$4.0B

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

Cards for this view

IYR vs USRT

IYR

iShares U.S. Real Estate

$10,398

USRT

iShares Core U.S. REIT

$11,871

MeasureIYRUSRT

Fee0.37%0.08%

Cost on $10k a year$37$8

Yield2.37%2.72%

5 years, per year+0.8%+3.5%

3 years, per year+13.8%+16.8%

Worst drop · 1Y−11.8%−12.4%

Volatility · 1Y14.0%13.6%

5–1measures won
USRT first

78.1%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: IYR, USRT

Today

78.1%most shared, IYR and USRT

IYRUSRT

IYR—78.1%

USRT78.1%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$264most kept, USRT

USRT$272 − $8 = $264

IYR$237 − $37 = $200

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee