RWR vs USRT

ARWR

BUSRT

Measures won1–5USRT wins · of 6 · 5Y

$10,000 · 5Y$12,294USRT · RWR $11,973

Lowest cost0.08%USRT · $8 on $10k

Most income3.34%RWR · $334 on $10k

Smallest drop−12.4%USRT · worst fall in 1Y

Held in common88.1%RWR and USRT

RWR

USRT

State Street SPDR Dow Jones REIT ETF · $1.8BiShares Core U.S. REIT ETF · $4.3B

+17.5%3 years · per year$16,229 · $16,301+17.7%

+3.7%5 years · per year$11,973 · $12,294+4.2%

0.25%Expense ratio$25 · $8 on $10k · lower wins0.08%

3.34%12-mo yield$334 · $264 on $10k2.64%

−12.8%Worst dropSmaller wins−12.4%

14.2%VolatilityLower wins13.8%

1–5USRT wins

$10,000 · 5 yearsOne scale

Shared top holdingsRWR · USRT

10.2%WELL9.2%

9.5%PLD6.9%

4.9%SPG4.8%

5.1%PSA4.5%

Held in common88.1%

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	ARWR	State Street SPDR Dow Jones REIT ETFRead Desk		0.25%	3.34%	+2.9%	+17.8%	+18.8%	+17.5%	+3.7%	−12.8%	$1.8B

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	ARWR	State Street SPDR Dow Jones REIT ETFRead Desk		0.25%	3.34%	+2.9%	+17.8%	+18.8%	+17.5%	+3.7%	−12.8%	$1.8B

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

RWR vs USRT

RWR

SPDR Dow Jones REIT

$11,973

USRT

iShares Core U.S. REIT

$12,294

MeasureRWRUSRT

Fee0.25%0.08%

Cost on $10k a year$25$8

Yield3.34%2.64%

5 years, per year+3.7%+4.2%

3 years, per year+17.5%+17.7%

Worst drop · 1Y−12.8%−12.4%

Volatility · 1Y14.2%13.8%

5–1measures won
USRT first

88.1%

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: RWR, USRT

Today

88.1%most shared, RWR and USRT

RWRUSRT

RWR—88.1%

USRT88.1%—

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

Income After Fees on $10,000

$309most kept, RWR

RWR$334 − $25 = $309

USRT$264 − $8 = $256

KeptFee

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