USRT vs PPTY

AUSRT

BPPTY

Measures won5–1USRT wins · of 6 · 5Y

$10,000 · 5Y$11,898USRT · PPTY $10,516

Lowest cost0.08%USRT · $8 on $10k

Most income2.64%USRT · $264 on $10k

Smallest drop−11.8%PPTY · worst fall in 1Y

Held in common51.3%USRT and PPTY

USRT

PPTY

iShares Core U.S. REIT ETF · $4.4BUS Diversified Real Estate ETF · $23M

+17.7%3 years · per year$16,301 · $14,700+13.7%

+4.2%5 years · per year$12,294 · $10,792+1.5%

0.08%Expense ratio$8 · $53 on $10k · lower wins0.53%

2.64%12-mo yield$264 · $249 on $10k2.49%

−12.4%Worst dropSmaller wins−11.8%

13.8%VolatilityLower wins13.9%

5–1USRT wins

$10,000 · 5 yearsOne scale

Shared top holdingsUSRT · PPTY

6.0%EQIX4.4%

6.9%PLD3.8%

4.3%DLR3.6%

9.2%WELL3.3%

Held in common51.3%

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%	2.64%	+2.8%	+18.5%	+18.4%	+17.7%	+4.2%	−12.4%	$4.4B
2	BPPTY	US Diversified Real Estate ETFRead Desk		0.53%	2.49%	+3.1%	+14.2%	+15.6%	+13.7%	+1.5%	−11.8%	$23M

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%	2.64%	+2.8%	+18.5%	+18.4%	+17.7%	+4.2%	−12.4%	$4.4B
2	BPPTY	US Diversified Real Estate ETFRead Desk		0.53%	2.49%	+3.1%	+14.2%	+15.6%	+13.7%	+1.5%	−11.8%	$23M

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 PPTY

USRT

iShares Core U.S. REIT

$12,294

PPTY

US Diversified Real Estate

$10,792

MeasureUSRTPPTY

Fee0.08%0.53%

Cost on $10k a year$8$53

Yield2.64%2.49%

5 years, per year+4.2%+1.5%

3 years, per year+17.7%+13.7%

Worst drop · 1Y−12.4%−11.8%

Volatility · 1Y13.8%13.9%

5–1measures won
USRT first

51.3%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026

Overlap: USRT, PPTY

Today

51.3%most shared, USRT and PPTY

USRTPPTY

USRT—51.3%

PPTY51.3%—

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

Income After Fees on $10,000

$256most kept, USRT

USRT$264 − $8 = $256

PPTY$249 − $53 = $196

KeptFee

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