USRT vs PPTY

AUSRT

BPPTY

Measures won5–1USRT wins · of 6 · 5Y

$10,000 · 5Y$15,474XLF · USRT $12,000

Lowest cost0.08%USRT · $8 on $10k

Most income2.69%USRT · $269 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 · $4.2BUS Diversified Real Estate ETF · $23M

+16.0%3 years · per year$15,602 · $14,162+12.3%

+3.7%5 years · per year$12,000 · $10,581+1.1%

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

2.69%12-mo yield$269 · $254 on $10k2.54%

−12.4%Worst dropSmaller wins−11.8%

13.9%VolatilityLower wins14.0%

5–1USRT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsUSRT · PPTY

5.9%EQIX4.2%

6.8%PLD3.8%

4.1%DLR3.5%

9.3%WELL3.4%

Held in common51.3%

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

All Three

5Y3 funds

#
1	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−0.6%	+5.7%	+10.4%	+22.5%	+9.1%	−14.8%	$55.5B
2	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
3	BPPTY	US Diversified Real Estate ETFRead Desk	0.53%	2.54%	−0.3%	+12.2%	+12.8%	+12.3%	+1.1%	−11.8%	$23M

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

All Three

5Y3 funds

#
1	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−0.6%	+5.7%	+10.4%	+22.5%	+9.1%	−14.8%	$55.5B
2	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
3	BPPTY	US Diversified Real Estate ETFRead Desk	0.53%	2.54%	−0.3%	+12.2%	+12.8%	+12.3%	+1.1%	−11.8%	$23M

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 PPTY

USRT

iShares Core U.S. REIT

$12,000

PPTY

US Diversified Real Estate

$10,581

MeasureUSRTPPTY

Fee0.08%0.53%

Cost on $10k a year$8$53

Yield2.69%2.54%

5 years, per year+3.7%+1.1%

3 years, per year+16.0%+12.3%

Worst drop · 1Y−12.4%−11.8%

Volatility · 1Y13.9%14.0%

5–1measures won
USRT first

51.3%

holdings shared

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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: USRT, PPTY, XLF

Today

51.3%most shared, USRT and PPTY

USRTPPTYXLF

USRT—51.3%0.0%

PPTY51.3%—0.0%

XLF0.0%0.0%—

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

Income After Fees on $10,000

$261most kept, USRT

USRT$269 − $8 = $261

PPTY$254 − $53 = $201

XLF$144 − $8 = $136

KeptFee

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