RITA vs USRT

ARITA

BUSRT

Measures won2–3USRT wins · of 6 · 5Y

$10,000 · 5Y$11,898USRT

Lowest cost0.08%USRT · $8 on $10k

Most income2.72%RITA · $272 on $10k

Smallest drop−11.1%RITA · worst fall in 1Y

Held in common52.2%RITA and USRT

RITA

USRT

ETFB Green SRI REITs ETF · $7MiShares Core U.S. REIT ETF · $4.4B

+10.8%3 years · per year$13,620 · $15,762+16.4%

[…]5 years · per year[…] · $11,898+3.5%

0.50%Expense ratio$50 · $8 on $10k · lower wins0.08%

2.72%12-mo yield$272 · $269 on $10k2.69%

−11.1%Worst dropSmaller wins−12.4%

14.0%VolatilityLower wins13.9%

2–3USRT wins

$10,000 · 5 yearsOne scale

Shared top holdingsRITA · USRT

11.4%WELL9.2%

6.2%PLD6.9%

5.7%EQIX6.0%

8.3%SPG4.8%

Held in common52.2%

End-of-day Nov 5, 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%	2.69%	−1.7%	+16.5%	+16.4%	+16.4%	+3.5%	−12.4%	$4.4B
2	ARITA	ETFB Green SRI REITs ETFRead Desk		0.50%	2.72%	−2.3%	+8.8%	+9.1%	+10.8%	new	−11.1%	$7M

End-of-day Nov 5, 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%	2.69%	−1.7%	+16.5%	+16.4%	+16.4%	+3.5%	−12.4%	$4.4B
2	ARITA	ETFB Green SRI REITs ETFRead Desk		0.50%	2.72%	−2.3%	+8.8%	+9.1%	+10.8%	new	−11.1%	$7M

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

Cards for this view

RITA vs USRT

RITA

ETFB Green SRI REITs

[…]

USRT

iShares Core U.S. REIT

$11,898

MeasureRITAUSRT

Fee0.50%0.08%

Cost on $10k a year$50$8

Yield2.72%2.69%

5 years, per year[…]+3.5%

3 years, per year+10.8%+16.4%

Worst drop · 1Y−11.1%−12.4%

Volatility · 1Y14.0%13.9%

3–1measures won
USRT first

52.2%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: RITA, USRT

Today

52.2%most shared, RITA and USRT

RITAUSRT

RITA—52.2%

USRT52.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$261most kept, USRT

USRT$269 − $8 = $261

RITA$272 − $50 = $222

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee