USRT vs AVRE

AUSRT

BAVRE

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$11,871USRT · AVRE $10,350

Lowest cost0.08%USRT · $8 on $10k

Most income2.97%AVRE · $297 on $10k

Smallest drop−10.5%AVRE · worst fall in 1Y

Held in common63.7%USRT and AVRE

USRT

AVRE

iShares Core U.S. REIT ETF · $4.3BAvantis Real Estate ETF · $890M

+16.8%3 years · per year$15,948 · $14,581+13.4%

+3.5%5 years · per year$11,871 · $10,350+0.7%

0.08%Expense ratio$8 · $17 on $10k · lower wins0.17%

2.72%12-mo yield$272 · $297 on $10k2.97%

−12.4%Worst dropSmaller wins−10.5%

13.6%VolatilityLower wins12.3%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsUSRT · AVRE

9.0%WELL7.9%

6.9%PLD6.3%

6.1%EQIX5.5%

4.7%SPG3.8%

Held in common63.7%

End-of-day Nov 3, 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	AUSRT	iShares Core U.S. REIT ETFRead Desk		0.08%	2.72%	+0.2%	+15.3%	+15.3%	+16.8%	+3.5%	−12.4%	$4.3B
2	BAVRE	Avantis Real Estate ETFRead Desk		0.17%	2.97%	+0.1%	+8.6%	+8.9%	+13.4%	+0.7%	−10.5%	$890M

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

Both

5Y2 funds

#			Trend
1	AUSRT	iShares Core U.S. REIT ETFRead Desk		0.08%	2.72%	+0.2%	+15.3%	+15.3%	+16.8%	+3.5%	−12.4%	$4.3B
2	BAVRE	Avantis Real Estate ETFRead Desk		0.17%	2.97%	+0.1%	+8.6%	+8.9%	+13.4%	+0.7%	−10.5%	$890M

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

Cards for this view

USRT vs AVRE

USRT

iShares Core U.S. REIT

$11,871

AVRE

Avantis Real Estate

$10,350

MeasureUSRTAVRE

Fee0.08%0.17%

Cost on $10k a year$8$17

Yield2.72%2.97%

5 years, per year+3.5%+0.7%

3 years, per year+16.8%+13.4%

Worst drop · 1Y−12.4%−10.5%

Volatility · 1Y13.6%12.3%

3–3measures won
level

63.7%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: USRT, AVRE

Today

63.7%most shared, USRT and AVRE

USRTAVRE

USRT—63.7%

AVRE63.7%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$280most kept, AVRE

AVRE$297 − $17 = $280

USRT$272 − $8 = $264

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee