USRT vs REZ

AUSRT

BREZ

Measures won5–1USRT wins · of 6 · 5Y

$10,000 · 5Y$12,294USRT · REZ $11,927

Lowest cost0.08%USRT · $8 on $10k

Most income2.64%USRT · $264 on $10k

Smallest drop−12.4%USRT · worst fall in 1Y

Held in common41.3%USRT and REZ

USRT

REZ

iShares Core U.S. REIT ETF · $4.3BiShares Residential and Multisector Real Estate ETF · $820M

+17.7%3 years · per year$16,301 · $16,660+18.5%

+4.2%5 years · per year$12,294 · $11,927+3.6%

0.08%Expense ratio$8 · $48 on $10k · lower wins0.48%

2.64%12-mo yield$264 · $204 on $10k2.04%

−12.4%Worst dropSmaller wins−12.9%

13.8%VolatilityLower wins16.3%

5–1USRT wins

$10,000 · 5 yearsOne scale

Shared top holdingsUSRT · REZ

9.2%WELL23.1%

4.5%PSA8.6%

3.8%VMRK7.3%

3.8%VTR6.9%

Held in common41.3%

End-of-day Nov 4, 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%	$4.3B
2	BREZ	iShares Residential and Multisector Real Estate ETFRead Desk		0.48%	2.04%	+3.2%	+17.0%	+19.1%	+18.5%	+3.6%	−12.9%	$820M

End-of-day Nov 4, 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%	$4.3B
2	BREZ	iShares Residential and Multisector Real Estate ETFRead Desk		0.48%	2.04%	+3.2%	+17.0%	+19.1%	+18.5%	+3.6%	−12.9%	$820M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

USRT vs REZ

USRT

iShares Core U.S. REIT

$12,294

REZ

iShares Residential and Multisector Real Estate

$11,927

MeasureUSRTREZ

Fee0.08%0.48%

Cost on $10k a year$8$48

Yield2.64%2.04%

5 years, per year+4.2%+3.6%

3 years, per year+17.7%+18.5%

Worst drop · 1Y−12.4%−12.9%

Volatility · 1Y13.8%16.3%

5–1measures won
USRT first

41.3%

holdings shared

Nov 4, 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%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: USRT, REZ

Today

41.3%most shared, USRT and REZ

USRTREZ

USRT—41.3%

REZ41.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$256most kept, USRT

USRT$264 − $8 = $256

REZ$204 − $48 = $156

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee