TRUR vs USRT

ATRUR

BUSRT

Measures won0–2USRT wins · of 6 · 5Y

$10,000 · 5Y$12,294USRT

Lowest cost0.08%USRT · $8 on $10k

Most income2.64%USRT · $264 on $10k

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

Held in common64.9%TRUR and USRT

TRUR

USRT

VanEck Real Estate TruSector ETF · $0MiShares Core U.S. REIT ETF · $4.4B

[…]3 years · per year[…] · $16,301+17.7%

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

0.17%Expense ratio$17 · $8 on $10k · lower wins0.08%

0.74%12-mo yield$74 · $264 on $10k2.64%

[…]Worst dropSmaller wins−12.4%

[…]VolatilityLower wins13.8%

0–2USRT wins

$10,000 · 5 yearsOne scale

Shared top holdingsTRUR · USRT

13.7%WELL9.2%

9.7%PLD6.9%

7.8%EQIX6.0%

5.7%SPG4.8%

Held in common64.9%

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	ATRUR	VanEck Real Estate TruSector ETFRead Desk		0.17%	0.74%	+3.3%	new	new	new	new	[…]	$255K

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	ATRUR	VanEck Real Estate TruSector ETFRead Desk		0.17%	0.74%	+3.3%	new	new	new	new	[…]	$255K

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

TRUR vs USRT

TRUR

VanEck Real Estate TruSector

[…]

USRT

iShares Core U.S. REIT

$12,294

MeasureTRURUSRT

Fee0.17%0.08%

Cost on $10k a year$17$8

Yield0.74%2.64%

5 years, per year[…]+4.2%

3 years, per year[…]+17.7%

Worst drop · 1Y[…]−12.4%

Volatility · 1Y[…]13.8%

2–0measures won
USRT first

64.9%

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: TRUR, USRT

Today

64.9%most shared, TRUR and USRT

TRURUSRT

TRUR—64.9%

USRT64.9%—

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

TRUR$74 − $17 = $57

KeptFee

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