USRT vs SPYM

AUSRT

BSPYM

Measures won1–5SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,749SPYM · SPY $17,688

Lowest cost0.02%SPYM · $2 on $10k

Most income2.72%USRT · $272 on $10k

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

Held in common1.5%USRT and SPYM

USRT

SPYM

iShares Core U.S. REIT ETF · $4.3BState Street SPDR Portfolio S&P 500 ETF · $185B

+16.8%3 years · per year$15,948 · $19,092+24.1%

+3.5%5 years · per year$11,871 · $17,749+12.2%

0.08%Expense ratio$8 · $2 on $10k · lower wins0.02%

2.72%12-mo yield$272 · $103 on $10k1.03%

−12.4%Worst dropSmaller wins−8.9%

13.6%VolatilityLower wins12.7%

1–5SPYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsUSRT · SPYM

9.0%WELL0.3%

6.9%PLD0.2%

6.1%EQIX0.2%

4.7%SPG0.1%

Held in common1.5%

End-of-day Nov 3, 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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+0.3%	+11.5%	+11.8%	+24.0%	+12.1%	−8.9%	$798.0B
3	AUSRT	iShares Core U.S. REIT ETFRead Desk	0.08%	2.72%	+0.2%	+15.3%	+15.3%	+16.8%	+3.5%	−12.4%	$4.3B

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

All Three

5Y3 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+0.3%	+11.5%	+11.8%	+24.0%	+12.1%	−8.9%	$798.0B
3	AUSRT	iShares Core U.S. REIT ETFRead Desk	0.08%	2.72%	+0.2%	+15.3%	+15.3%	+16.8%	+3.5%	−12.4%	$4.3B

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

Cards for this view

USRT vs SPYM

USRT

iShares Core U.S. REIT

$11,871

SPYM

SPDR Portfolio S&P 500

$17,749

MeasureUSRTSPYM

Fee0.08%0.02%

Cost on $10k a year$8$2

Yield2.72%1.03%

5 years, per year+3.5%+12.2%

3 years, per year+16.8%+24.1%

Worst drop · 1Y−12.4%−8.9%

Volatility · 1Y13.6%12.7%

5–1measures won
SPYM first

1.5%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: USRT, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

USRTSPYMSPY

USRT—1.5%1.5%

SPYM1.5%—99.9%

SPY1.5%99.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$264most kept, USRT

USRT$272 − $8 = $264

SPYM$103 − $2 = $101

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee