USRT vs SPY

AUSRT

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$18,060SPY · USRT $12,294

Lowest cost0.08%USRT · $8 on $10k

Most income2.64%USRT · $264 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common1.5%USRT and SPY

USRT

SPY

iShares Core U.S. REIT ETF · $4.4BState Street SPDR S&P 500 ETF · $805B

+17.7%3 years · per year$16,301 · $19,132+24.1%

+4.2%5 years · per year$12,294 · $18,060+12.6%

0.08%Expense ratio$8 · $9 on $10k · lower wins0.09%

2.64%12-mo yield$264 · $99 on $10k0.99%

−12.4%Worst dropSmaller wins−8.9%

13.8%VolatilityLower wins12.9%

2–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsUSRT · SPY

9.2%WELL0.3%

6.9%PLD0.2%

6.0%EQIX0.2%

4.8%SPG0.1%

Held in common1.5%

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	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

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	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

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 SPY

USRT

iShares Core U.S. REIT

$12,294

SPY

SPDR S&P 500

$18,060

MeasureUSRTSPY

Fee0.08%0.09%

Cost on $10k a year$8$9

Yield2.64%0.99%

5 years, per year+4.2%+12.6%

3 years, per year+17.7%+24.1%

Worst drop · 1Y−12.4%−8.9%

Volatility · 1Y13.8%12.9%

4–2measures won
SPY first

1.5%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

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 4, 2026

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 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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: USRT, SPY

Today

1.5%most shared, USRT and SPY

USRTSPY

USRT—1.5%

SPY1.5%—

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

SPY$99 − $9 = $90

KeptFee

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