USRT vs DFGR

AUSRT

BDFGR

Measures won2–3DFGR wins · of 6 · 5Y

$10,000 · 5Y$11,871USRT

Lowest cost0.08%USRT · $8 on $10k

Most income3.92%DFGR · $392 on $10k

Smallest drop−10.8%DFGR · worst fall in 1Y

Held in common68.0%USRT and DFGR

USRT

DFGR

iShares Core U.S. REIT ETF · $4.3BDimensional - Global Real Estate ETF · $3.9B

+16.8%3 years · per year$15,948 · $14,845+14.1%

+3.5%5 years · per year$11,871 · […][…]

0.08%Expense ratio$8 · $22 on $10k · lower wins0.22%

2.72%12-mo yield$272 · $392 on $10k3.92%

−12.4%Worst dropSmaller wins−10.8%

13.6%VolatilityLower wins12.1%

2–3DFGR wins

$10,000 · 5 yearsOne scale

Shared top holdingsUSRT · DFGR

9.0%WELL8.9%

6.9%PLD6.3%

6.1%EQIX5.0%

4.7%SPG3.7%

Held in common68.0%

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	BDFGR	Dimensional - Global Real Estate ETFRead Desk		0.22%	3.92%	0.0%	+9.0%	+9.6%	+14.1%	new	−10.8%	$3.9B

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	BDFGR	Dimensional - Global Real Estate ETFRead Desk		0.22%	3.92%	0.0%	+9.0%	+9.6%	+14.1%	new	−10.8%	$3.9B

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 DFGR

USRT

iShares Core U.S. REIT

$11,871

DFGR

Dimensional - Global Real Estate

[…]

MeasureUSRTDFGR

Fee0.08%0.22%

Cost on $10k a year$8$22

Yield2.72%3.92%

5 years, per year+3.5%[…]

3 years, per year+16.8%+14.1%

Worst drop · 1Y−12.4%−10.8%

Volatility · 1Y13.6%12.1%

3–2measures won
DFGR first

68.0%

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, DFGR

Today

68.0%most shared, USRT and DFGR

USRTDFGR

USRT—68.0%

DFGR68.0%—

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

Income After Fees on $10,000

$370most kept, DFGR

DFGR$392 − $22 = $370

USRT$272 − $8 = $264

KeptFee

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