USRT vs REAI

AUSRT

BREAI

Measures won4–1USRT wins · of 6 · 5Y

$10,000 · 5Y$21,164XLK · USRT $12,000

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 common27.3%USRT and REAI

USRT

REAI

iShares Core U.S. REIT ETF · $4.2BIntelligent Real Estate ETF · $1M

+16.0%3 years · per year$15,602 · $13,179+9.6%

+3.7%5 years · per year$12,000 · […][…]

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

2.69%12-mo yield$269 · $239 on $10k2.39%

−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

5.9%EQIX9.6%

4.6%PSA5.1%

6.8%PLD4.2%

4.1%DLR9.1%

Held in common27.3%

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	XLK	State Street Technology Select Sector SPDR ETFRead Desk	0.08%	0.51%	+1.5%	+14.8%	+12.2%	+26.2%	+16.2%	−19.6%	$116.9B
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	BREAI	Intelligent Real Estate ETFRead Desk	0.59%	2.39%	−0.5%	+9.5%	+3.8%	+9.6%	new	−10.2%	$1M

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	XLK	State Street Technology Select Sector SPDR ETFRead Desk	0.08%	0.51%	+1.5%	+14.8%	+12.2%	+26.2%	+16.2%	−19.6%	$116.9B
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	BREAI	Intelligent Real Estate ETFRead Desk	0.59%	2.39%	−0.5%	+9.5%	+3.8%	+9.6%	new	−10.2%	$1M

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 REAI

USRT

iShares Core U.S. REIT

$12,000

REAI

Intelligent Real Estate

[…]

MeasureUSRTREAI

Fee0.08%0.59%

Cost on $10k a year$8$59

Yield2.69%2.39%

5 years, per year+3.7%[…]

3 years, per year+16.0%+9.6%

Worst drop · 1Y−12.4%−10.2%

Volatility · 1Y13.9%15.0%

4–1measures won
USRT first

27.3%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

XLK vs VGT

YTD

SPDRXLK

+14.8%

VGTVanguard

+15.6%

+14.8%Year to date+15.6%

0.08% · $8Fee · on $10k a year0.09% · $9

$117BAssets$155B

1–1level

End-of-day Nov 6, 2026

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

Overlap: USRT, REAI, XLK

Today

27.3%most shared, USRT and REAI

USRTREAIXLK

USRT—27.3%0.0%

REAI27.3%—0.0%

XLK0.0%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

REAI$239 − $59 = $180

XLK$51 − $8 = $43

KeptFee

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