USRT vs VYM

AUSRT

BVYM

Measures won1–5VYM wins · of 6 · 5Y

$10,000 · 5Y$16,941VYM · USRT $12,000

Lowest cost0.04%VYM · $4 on $10k

Most income2.69%USRT · $269 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common0.0%USRT and VYM

USRT

VYM

iShares Core U.S. REIT ETF · $4.2BVanguard High Dividend Yield ETF · $78.9B

+16.0%3 years · per year$15,602 · $17,107+19.6%

+3.7%5 years · per year$12,000 · $16,941+11.1%

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

2.69%12-mo yield$269 · $231 on $10k2.31%

−12.4%Worst dropSmaller wins−6.7%

13.9%VolatilityLower wins10.6%

1–5VYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsUSRT · VYM

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

Held in common0.0%

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	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
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%	$4.2B

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	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
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%	$4.2B

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 VYM

USRT

iShares Core U.S. REIT

$12,000

VYM

Vanguard High Dividend Yield

$16,941

MeasureUSRTVYM

Fee0.08%0.04%

Cost on $10k a year$8$4

Yield2.69%2.31%

5 years, per year+3.7%+11.1%

3 years, per year+16.0%+19.6%

Worst drop · 1Y−12.4%−6.7%

Volatility · 1Y13.9%10.6%

5–1measures won
VYM first

0.0%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: USRT, VYM

Today

0.0%most shared, USRT and VYM

USRTVYM

USRT—0.0%

VYM0.0%—

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

VYM$231 − $4 = $227

KeptFee

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