USRT vs BYRE

AUSRT

BBYRE

Measures won2–3BYRE wins · of 6 · 5Y

$10,000 · 5Y$11,898USRT

Lowest cost0.08%USRT · $8 on $10k

Most income2.76%BYRE · $276 on $10k

Smallest drop−10.6%BYRE · worst fall in 1Y

Held in common44.0%USRT and BYRE

USRT

BYRE

iShares Core U.S. REIT ETF · $4.4BPrincipal Real Estate Active Opportunities ETF · $27M

+16.4%3 years · per year$15,762 · $14,486+13.1%

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

0.08%Expense ratio$8 · $60 on $10k · lower wins0.60%

2.69%12-mo yield$269 · $276 on $10k2.76%

−12.4%Worst dropSmaller wins−10.6%

13.9%VolatilityLower wins13.3%

2–3BYRE wins

$10,000 · 5 yearsOne scale

Shared top holdingsUSRT · BYRE

9.2%WELL8.7%

6.0%EQIX8.6%

6.9%PLD4.1%

3.8%VTR4.4%

Held in common44.0%

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	AUSRT	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	BBYRE	Principal Real Estate Active Opportunities ETFRead Desk		0.60%	2.76%	−1.8%	+13.5%	+12.5%	+13.1%	new	−10.6%	$27M

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	AUSRT	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	BBYRE	Principal Real Estate Active Opportunities ETFRead Desk		0.60%	2.76%	−1.8%	+13.5%	+12.5%	+13.1%	new	−10.6%	$27M

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

USRT vs BYRE

USRT

iShares Core U.S. REIT

$11,898

BYRE

Principal Real Estate Active Opportunities

[…]

MeasureUSRTBYRE

Fee0.08%0.60%

Cost on $10k a year$8$60

Yield2.69%2.76%

5 years, per year+3.5%[…]

3 years, per year+16.4%+13.1%

Worst drop · 1Y−12.4%−10.6%

Volatility · 1Y13.9%13.3%

3–2measures won
BYRE first

44.0%

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: USRT, BYRE

Today

44.0%most shared, USRT and BYRE

USRTBYRE

USRT—44.0%

BYRE44.0%—

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

BYRE$276 − $60 = $216

KeptFee

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