SPRE vs USRT

ASPRE

BUSRT

Measures won2–4USRT wins · of 6 · 5Y

$10,000 · 5Y$12,294USRT · SPRE $9,244

Lowest cost0.08%USRT · $8 on $10k

Most income4.18%SPRE · $418 on $10k

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

Held in common19.1%SPRE and USRT

SPRE

USRT

SP Funds S&P Global REIT Sharia ETF · $199MiShares Core U.S. REIT ETF · $4.4B

+9.8%3 years · per year$13,225 · $16,301+17.7%

−1.6%5 years · per year$9,244 · $12,294+4.2%

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

4.18%12-mo yield$418 · $264 on $10k2.64%

−14.6%Worst dropSmaller wins−12.4%

12.9%VolatilityLower wins13.8%

2–4USRT wins

$10,000 · 5 yearsOne scale

Shared top holdingsSPRE · USRT

13.7%WELL9.2%

12.3%EQIX6.0%

10.5%SUI1.2%

4.8%ELS1.0%

Held in common19.1%

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%	$4.4B
2	ASPRE	SP Funds S&P Global REIT Sharia ETFRead Desk		0.50%	4.18%	+2.3%	+1.3%	+3.0%	+9.8%	−1.6%	−14.6%	$199M

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%	$4.4B
2	ASPRE	SP Funds S&P Global REIT Sharia ETFRead Desk		0.50%	4.18%	+2.3%	+1.3%	+3.0%	+9.8%	−1.6%	−14.6%	$199M

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

SPRE vs USRT

SPRE

SP Funds S&P Global REIT Sharia

$9,244

USRT

iShares Core U.S. REIT

$12,294

MeasureSPREUSRT

Fee0.50%0.08%

Cost on $10k a year$50$8

Yield4.18%2.64%

5 years, per year−1.6%+4.2%

3 years, per year+9.8%+17.7%

Worst drop · 1Y−14.6%−12.4%

Volatility · 1Y12.9%13.8%

4–2measures won
USRT first

19.1%

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%

$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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: SPRE, USRT

Today

19.1%most shared, SPRE and USRT

SPREUSRT

SPRE—19.1%

USRT19.1%—

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

Income After Fees on $10,000

$368most kept, SPRE

SPRE$418 − $50 = $368

USRT$264 − $8 = $256

KeptFee

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