USRT vs FREL

AUSRT

BFREL

Measures won3–2USRT wins · of 6 · 5Y

$10,000 · 5Y$11,898USRT · FREL $10,568

Lowest cost0.08%USRT · $8 on $10k

Most income3.33%FREL · $333 on $10k

Smallest drop−11.6%FREL · worst fall in 1Y

Held in common79.0%USRT and FREL

USRT

FREL

iShares Core U.S. REIT ETF · $4.4BFidelity MSCI Real Estate Index ETF · $1.4B

+16.4%3 years · per year$15,762 · $14,795+13.9%

+3.5%5 years · per year$11,898 · $10,568+1.1%

0.08%Expense ratio$8 · $8 on $10k · lower wins0.08%

2.69%12-mo yield$269 · $333 on $10k3.33%

−12.4%Worst dropSmaller wins−11.6%

13.9%VolatilityLower wins14.2%

3–2USRT wins

$10,000 · 5 yearsOne scale

Shared top holdingsUSRT · FREL

9.2%WELL9.7%

6.9%PLD7.2%

6.0%EQIX5.5%

4.8%SPG4.6%

Held in common79.0%

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	BFREL	Fidelity MSCI Real Estate Index ETFRead Desk		0.08%	3.33%	−1.8%	+11.6%	+11.7%	+13.9%	+1.1%	−11.6%	$1.4B

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	BFREL	Fidelity MSCI Real Estate Index ETFRead Desk		0.08%	3.33%	−1.8%	+11.6%	+11.7%	+13.9%	+1.1%	−11.6%	$1.4B

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 FREL

USRT

iShares Core U.S. REIT

$11,898

FREL

Fidelity MSCI Real Estate Index

$10,568

MeasureUSRTFREL

Fee0.08%0.08%

Cost on $10k a year$8$8

Yield2.69%3.33%

5 years, per year+3.5%+1.1%

3 years, per year+16.4%+13.9%

Worst drop · 1Y−12.4%−11.6%

Volatility · 1Y13.9%14.2%

3–2measures won
USRT first

79.0%

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, FREL

Today

79.0%most shared, USRT and FREL

USRTFREL

USRT—79.0%

FREL79.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$325most kept, FREL

FREL$333 − $8 = $325

USRT$269 − $8 = $261

KeptFee

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