USRT vs REAI

AUSRT

BREAI

Measures won4–1USRT wins · of 6 · 5Y

$10,000 · 5Y$15,503XLF · USRT $11,898

Lowest cost0.08%USRT · $8 on $10k

Most income2.69%USRT · $269 on $10k

Smallest drop−10.2%REAI · worst fall in 1Y

Held in common27.8%USRT and REAI

USRT

REAI

iShares Core U.S. REIT ETF · $4.3BIntelligent Real Estate ETF · $1M

+16.4%3 years · per year$15,762 · $13,305+10.0%

+3.5%5 years · per year$11,898 · […][…]

0.08%Expense ratio$8 · $59 on $10k · lower wins0.59%

2.69%12-mo yield$269 · $238 on $10k2.38%

−12.4%Worst dropSmaller wins−10.2%

13.9%VolatilityLower wins15.0%

4–1USRT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsUSRT · REAI

6.0%EQIX10.0%

4.5%PSA5.0%

4.3%DLR9.5%

6.9%PLD4.2%

Held in common27.8%

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

All Three

5Y3 funds

#
1	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−2.9%	+6.3%	+11.4%	+23.0%	+9.2%	−14.8%	$55.5B
2	AUSRT	iShares Core U.S. REIT ETFRead Desk	0.08%	2.69%	−1.7%	+16.5%	+16.4%	+16.4%	+3.5%	−12.4%	$4.3B
3	BREAI	Intelligent Real Estate ETFRead Desk	0.59%	2.38%	−2.9%	+10.0%	+4.1%	+10.0%	new	−10.2%	$1M

End-of-day Nov 5, 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%	−2.9%	+6.3%	+11.4%	+23.0%	+9.2%	−14.8%	$55.5B
2	AUSRT	iShares Core U.S. REIT ETFRead Desk	0.08%	2.69%	−1.7%	+16.5%	+16.4%	+16.4%	+3.5%	−12.4%	$4.3B
3	BREAI	Intelligent Real Estate ETFRead Desk	0.59%	2.38%	−2.9%	+10.0%	+4.1%	+10.0%	new	−10.2%	$1M

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 REAI

USRT

iShares Core U.S. REIT

$11,898

REAI

Intelligent Real Estate

[…]

MeasureUSRTREAI

Fee0.08%0.59%

Cost on $10k a year$8$59

Yield2.69%2.38%

5 years, per year+3.5%[…]

3 years, per year+16.4%+10.0%

Worst drop · 1Y−12.4%−10.2%

Volatility · 1Y13.9%15.0%

4–1measures won
USRT first

27.8%

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%

$120BAssets$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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: USRT, REAI, XLF

Today

27.8%most shared, USRT and REAI

USRTREAIXLF

USRT—27.8%0.0%

REAI27.8%—0.0%

XLF0.0%0.0%—

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

Income After Fees on $10,000

$261most kept, USRT

USRT$269 − $8 = $261

REAI$238 − $59 = $179

XLF$144 − $8 = $136

KeptFee

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