USRT vs VTI

AUSRT

BVTI

Measures won1–5VTI wins · of 6 · 5Y

$10,000 · 5Y$16,375VTI · USRT $12,000

Lowest cost0.03%VTI · $3 on $10k

Most income2.69%USRT · $269 on $10k

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

Held in common1.7%USRT and VTI

USRT

VTI

iShares Core U.S. REIT ETF · $4.3BVanguard Morningstar Total Stock Market ETF · $689B

+16.0%3 years · per year$15,602 · $18,004+21.7%

+3.7%5 years · per year$12,000 · $16,375+10.4%

0.08%Expense ratio$8 · $3 on $10k · lower wins0.03%

2.69%12-mo yield$269 · $109 on $10k1.09%

−12.4%Worst dropSmaller wins−8.9%

13.9%VolatilityLower wins13.7%

1–5VTI wins

$10,000 · 5 yearsOne scale

Shared top holdingsUSRT · VTI

9.3%WELL0.2%

6.8%PLD0.2%

5.9%EQIX0.1%

4.1%DLR0.1%

Held in common1.7%

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

Both

5Y2 funds

#			Trend
1	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk		0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B
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%	$4.3B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk		0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B
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%	$4.3B

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 VTI

USRT

iShares Core U.S. REIT

$12,000

VTI

Vanguard Morningstar Total Stock Market

$16,375

MeasureUSRTVTI

Fee0.08%0.03%

Cost on $10k a year$8$3

Yield2.69%1.09%

5 years, per year+3.7%+10.4%

3 years, per year+16.0%+21.7%

Worst drop · 1Y−12.4%−8.9%

Volatility · 1Y13.9%13.7%

5–1measures won
VTI first

1.7%

holdings shared

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

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$92.8B

2–0VTI wins

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, VTI

Today

1.7%most shared, USRT and VTI

USRTVTI

USRT—1.7%

VTI1.7%—

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

VTI$109 − $3 = $106

KeptFee

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