USRT vs VIG

AUSRT

BVIG

Measures won1–5VIG wins · of 6 · 5Y

$10,000 · 5Y$17,005VIG · USRT $12,294

Lowest cost0.04%VIG · $4 on $10k

Most income2.64%USRT · $264 on $10k

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common0.0%USRT and VIG

USRT

VIG

iShares Core U.S. REIT ETF · $4.3BVanguard Dividend Appreciation ETF · $109B

+17.7%3 years · per year$16,301 · $17,533+20.6%

+4.2%5 years · per year$12,294 · $17,005+11.2%

0.08%Expense ratio$8 · $4 on $10k · lower wins0.04%

2.64%12-mo yield$264 · $144 on $10k1.44%

−12.4%Worst dropSmaller wins−7.9%

13.8%VolatilityLower wins10.2%

1–5VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsUSRT · VIG

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
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%	$4.3B

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
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%	$4.3B

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 VIG

USRT

iShares Core U.S. REIT

$12,294

VIG

Vanguard Dividend Appreciation

$17,005

MeasureUSRTVIG

Fee0.08%0.04%

Cost on $10k a year$8$4

Yield2.64%1.44%

5 years, per year+4.2%+11.2%

3 years, per year+17.7%+20.6%

Worst drop · 1Y−12.4%−7.9%

Volatility · 1Y13.8%10.2%

5–1measures won
VIG first

0.0%

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

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$45.1BAssets$109B

2–0DGRO 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

Overlap: USRT, VIG

Today

0.0%most shared, USRT and VIG

USRTVIG

USRT—0.0%

VIG0.0%—

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

VIG$144 − $4 = $140

KeptFee

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