REIT vs USRT

AREIT

BUSRT

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$12,294USRT · REIT $12,099

Lowest cost0.08%USRT · $8 on $10k

Most income2.89%REIT · $289 on $10k

Smallest drop−11.5%REIT · worst fall in 1Y

Held in common51.0%REIT and USRT

REIT

USRT

ALPS Active REIT ETF · $56MiShares Core U.S. REIT ETF · $4.3B

+15.9%3 years · per year$15,556 · $16,301+17.7%

+3.9%5 years · per year$12,099 · $12,294+4.2%

0.68%Expense ratio$68 · $8 on $10k · lower wins0.08%

2.89%12-mo yield$289 · $264 on $10k2.64%

−11.5%Worst dropSmaller wins−12.4%

13.6%VolatilityLower wins13.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsREIT · USRT

10.6%WELL9.2%

8.4%PLD6.9%

9.6%EQIX6.0%

5.1%SPG4.8%

Held in common51.0%

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%	$4.3B
2	AREIT	ALPS Active REIT ETFRead Desk		0.68%	2.89%	+2.9%	+17.6%	+17.7%	+15.9%	+3.9%	−11.5%	$56M

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	AREIT	ALPS Active REIT ETFRead Desk		0.68%	2.89%	+2.9%	+17.6%	+17.7%	+15.9%	+3.9%	−11.5%	$56M

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

REIT vs USRT

REIT

ALPS Active REIT

$12,098

USRT

iShares Core U.S. REIT

$12,294

MeasureREITUSRT

Fee0.68%0.08%

Cost on $10k a year$68$8

Yield2.89%2.64%

5 years, per year+3.9%+4.2%

3 years, per year+15.9%+17.7%

Worst drop · 1Y−11.5%−12.4%

Volatility · 1Y13.6%13.8%

3–3measures won
level

51.0%

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%

$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: REIT, USRT

Today

51.0%most shared, REIT and USRT

REITUSRT

REIT—51.0%

USRT51.0%—

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

REIT$289 − $68 = $221

KeptFee

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