USRT vs DCRE

AUSRT

BDCRE

Measures won2–3DCRE wins · of 6 · 5Y

$10,000 · 5Y$12,000USRT

Lowest cost0.08%USRT · $8 on $10k

Most income5.23%DCRE · $523 on $10k

Smallest drop−0.7%DCRE · worst fall in 1Y

Held in common[…]USRT and DCRE

USRT

DCRE

iShares Core U.S. REIT ETF · $4.2BDoubleLine Commercial Real Estate ETF · $433M

+16.0%3 years · per year$15,602 · $11,832+5.8%

+3.7%5 years · per year$12,000 · […][…]

0.08%Expense ratio$8 · $39 on $10k · lower wins0.39%

2.69%12-mo yield$269 · $523 on $10k5.23%

−12.4%Worst dropSmaller wins−0.7%

13.9%VolatilityLower wins1.3%

2–3DCRE wins

$10,000 · 5 yearsOne scale

Shared top holdingsUSRT · DCRE

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 6, 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%	−0.3%	+16.2%	+16.0%	+16.0%	+3.7%	−12.4%	$4.2B
2	BDCRE	DoubleLine Commercial Real Estate ETFRead Desk		0.39%	5.23%	+0.1%	+2.6%	+3.2%	+5.8%	new	−0.7%	$433M

End-of-day Nov 6, 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%	−0.3%	+16.2%	+16.0%	+16.0%	+3.7%	−12.4%	$4.2B
2	BDCRE	DoubleLine Commercial Real Estate ETFRead Desk		0.39%	5.23%	+0.1%	+2.6%	+3.2%	+5.8%	new	−0.7%	$433M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

USRT vs DCRE

USRT

iShares Core U.S. REIT

$12,000

DCRE

DoubleLine Commercial Real Estate

[…]

MeasureUSRTDCRE

Fee0.08%0.39%

Cost on $10k a year$8$39

Yield2.69%5.23%

5 years, per year+3.7%[…]

3 years, per year+16.0%+5.8%

Worst drop · 1Y−12.4%−0.7%

Volatility · 1Y13.9%1.3%

3–2measures won
DCRE first

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: USRT, DCRE

Today

[…]holdings […]

USRTDCRE

USRT—[…]

DCRE[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$484most kept, DCRE

DCRE$523 − $39 = $484

USRT$269 − $8 = $261

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee