USRT vs XLRE

AUSRT

BXLRE

Measures won3–2USRT wins · of 6 · 5Y

$10,000 · 5Y$12,000USRT · XLRE $10,907

Lowest cost0.08%USRT · $8 on $10k

Most income3.28%XLRE · $328 on $10k

Smallest drop−11.1%XLRE · worst fall in 1Y

Held in common69.0%USRT and XLRE

USRT

XLRE

iShares Core U.S. REIT ETF · $4.3BState Street Real Estate Select Sector SPDR ETF · $8.6B

+16.0%3 years · per year$15,602 · $14,657+13.6%

+3.7%5 years · per year$12,000 · $10,907+1.8%

0.08%Expense ratio$8 · $8 on $10k · lower wins0.08%

2.69%12-mo yield$269 · $328 on $10k3.28%

−12.4%Worst dropSmaller wins−11.1%

13.9%VolatilityLower wins14.7%

3–2USRT wins

$10,000 · 5 yearsOne scale

Shared top holdingsUSRT · XLRE

9.3%WELL11.6%

6.8%PLD8.0%

5.9%EQIX6.4%

4.8%SPG4.9%

Held in common69.0%

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	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
2	BXLRE	State Street Real Estate Select Sector SPDR ETFRead Desk		0.08%	3.28%	−0.7%	+11.6%	+11.3%	+13.6%	+1.8%	−11.1%	$8.6B

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	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
2	BXLRE	State Street Real Estate Select Sector SPDR ETFRead Desk		0.08%	3.28%	−0.7%	+11.6%	+11.3%	+13.6%	+1.8%	−11.1%	$8.6B

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 XLRE

USRT

iShares Core U.S. REIT

$12,000

XLRE

Real Estate Select Sector SPDR

$10,907

MeasureUSRTXLRE

Fee0.08%0.08%

Cost on $10k a year$8$8

Yield2.69%3.28%

5 years, per year+3.7%+1.8%

3 years, per year+16.0%+13.6%

Worst drop · 1Y−12.4%−11.1%

Volatility · 1Y13.9%14.7%

3–2measures won
USRT first

69.0%

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, XLRE

Today

69.0%most shared, USRT and XLRE

USRTXLRE

USRT—69.0%

XLRE69.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$320most kept, XLRE

XLRE$328 − $8 = $320

USRT$269 − $8 = $261

KeptFee

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