REAI vs USRT

AREAI

BUSRT

Measures won1–4USRT wins · of 6 · 5Y

$10,000 · 5Y$22,311VGT · USRT $12,294

Lowest cost0.08%USRT · $8 on $10k

Most income2.64%USRT · $264 on $10k

Smallest drop−10.2%REAI · worst fall in 1Y

Held in common27.8%REAI and USRT

REAI

USRT

Intelligent Real Estate ETF · $1MiShares Core U.S. REIT ETF · $4.4B

+11.6%3 years · per year$13,906 · $16,301+17.7%

[…]5 years · per year[…] · $12,294+4.2%

0.59%Expense ratio$59 · $8 on $10k · lower wins0.08%

2.31%12-mo yield$231 · $264 on $10k2.64%

−10.2%Worst dropSmaller wins−12.4%

14.8%VolatilityLower wins13.8%

1–4USRT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsREAI · USRT

9.9%EQIX6.0%

5.0%PSA4.5%

9.5%DLR4.3%

4.2%PLD6.9%

Held in common27.8%

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

All Three

5Y3 funds

#
1	VGT	Vanguard Information Technology ETFRead Desk	0.09%	0.41%	+0.2%	+23.1%	+16.7%	+32.4%	+17.4%	−15.8%	$154.5B
2	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
3	AREAI	Intelligent Real Estate ETFRead Desk	0.59%	2.31%	+3.1%	+13.3%	+5.8%	+11.6%	new	−10.2%	$1M

End-of-day Nov 4, 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%	0.41%	+0.2%	+23.1%	+16.7%	+32.4%	+17.4%	−15.8%	$154.5B
2	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
3	AREAI	Intelligent Real Estate ETFRead Desk	0.59%	2.31%	+3.1%	+13.3%	+5.8%	+11.6%	new	−10.2%	$1M

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

REAI vs USRT

REAI

Intelligent Real Estate

[…]

USRT

iShares Core U.S. REIT

$12,294

MeasureREAIUSRT

Fee0.59%0.08%

Cost on $10k a year$59$8

Yield2.31%2.64%

5 years, per year[…]+4.2%

3 years, per year+11.6%+17.7%

Worst drop · 1Y−10.2%−12.4%

Volatility · 1Y14.8%13.8%

4–1measures won
USRT first

27.8%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

XLK vs VGT

YTD

SPDRXLK

+23.0%

VGTVanguard

+23.1%

+23.0%Year to date+23.1%

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

$117BAssets$155B

1–1level

End-of-day Nov 4, 2026

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

Overlap: REAI, USRT, VGT

Today

27.8%most shared, REAI and USRT

REAIUSRTVGT

REAI—27.8%0.0%

USRT27.8%—0.0%

VGT0.0%0.0%—

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

REAI$231 − $59 = $172

VGT$41 − $9 = $32

KeptFee

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