PPTY vs USRT

APPTY

BUSRT

Measures won1–5USRT wins · of 6 · 5Y

$10,000 · 5Y$12,294USRT · PPTY $10,792

Lowest cost0.08%USRT · $8 on $10k

Most income2.64%USRT · $264 on $10k

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

Held in common51.4%PPTY and USRT

PPTY

USRT

US Diversified Real Estate ETF · $23MiShares Core U.S. REIT ETF · $4.3B

+13.7%3 years · per year$14,700 · $16,301+17.7%

+1.5%5 years · per year$10,792 · $12,294+4.2%

0.53%Expense ratio$53 · $8 on $10k · lower wins0.08%

2.49%12-mo yield$249 · $264 on $10k2.64%

−11.8%Worst dropSmaller wins−12.4%

13.9%VolatilityLower wins13.8%

1–5USRT wins

$10,000 · 5 yearsOne scale

Shared top holdingsPPTY · USRT

4.4%EQIX6.0%

3.8%PLD6.9%

3.6%DLR4.3%

3.3%WELL9.2%

Held in common51.4%

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%	$4.3B
2	APPTY	US Diversified Real Estate ETFRead Desk		0.53%	2.49%	+3.1%	+14.2%	+15.6%	+13.7%	+1.5%	−11.8%	$23M

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%	$4.3B
2	APPTY	US Diversified Real Estate ETFRead Desk		0.53%	2.49%	+3.1%	+14.2%	+15.6%	+13.7%	+1.5%	−11.8%	$23M

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

PPTY vs USRT

PPTY

US Diversified Real Estate

$10,792

USRT

iShares Core U.S. REIT

$12,294

MeasurePPTYUSRT

Fee0.53%0.08%

Cost on $10k a year$53$8

Yield2.49%2.64%

5 years, per year+1.5%+4.2%

3 years, per year+13.7%+17.7%

Worst drop · 1Y−11.8%−12.4%

Volatility · 1Y13.9%13.8%

5–1measures won
USRT first

51.4%

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: PPTY, USRT

Today

51.4%most shared, PPTY and USRT

PPTYUSRT

PPTY—51.4%

USRT51.4%—

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

Income After Fees on $10,000

$256most kept, USRT

USRT$264 − $8 = $256

PPTY$249 − $53 = $196

KeptFee

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