USRT vs XLV5YUSRTUSRTAvsBXLVXLViShares Core U.S. REIT ETF · $4.3BState Street Health Care Select Sector SPDR ETF · $49.7BReturns · dividends in+14.6%3 years · per year$15,048 · $15,584+15.9%+3.7%5 years · per year$12,019 · $15,232+8.8%Cost and income0.08%Expense ratio$8 · $8 on $10k · lower wins0.08%2.65%12-mo yield$265 · $135 on $10k1.35%Risk · 1 year−12.4%End-of-day Nov 10, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two
Both5Y2 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BXLVState Street Health Care Select Sector SPDR ETFReadDesk0.08%1.35%+0.3%+23.5%+31.4%+15.9%+8.8%−10.5%$49.7B2AUSRTiShares Core U.S. REIT ETFReadDesk0.08%2.65%−0.1%+18.0%+16.2%+14.6%+3.7%−12.4%$4.3BEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
Both5Y2 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BXLVState Street Health Care Select Sector SPDR ETFReadDesk0.08%1.35%+0.3%+23.5%+31.4%+15.9%+8.8%−10.5%$49.7B2AUSRTiShares Core U.S. REIT ETFReadDesk0.08%2.65%−0.1%+18.0%+16.2%+14.6%+3.7%−12.4%$4.3BEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
Overlap: USRT, XLVToday0.0%most shared, USRT and XLVUSRTXLVUSRT—0.0%XLV0.0%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
USRT vs XLV5YAUSRTiShares Core U.S. REIT$12,018vsXLVBHealth Care Select Sector SPDR$15,232$10k$13k$15kNov 2021Nov 2026
SCHD vs VIGYTDSchwabSCHDSA+33.8%vsBVVIGVanguard+15.1%Jan 1Nov 10+33.8%+15.1%+33.8%Year to date+15.1%2.9%Yield1.5%$122BAssets$109B2–0SCHD winsEnd-of-day Nov 10, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.0%vsBJMJEPIJ.P. Morgan+7.6%Jan 1Nov 10+6.0%+7.6%+6.0%Year to date+7.6%12.4%Yield7.9%$40.7BAssets$45.2B1–1levelEnd-of-day Nov 10, 2026
SPYM vs SPYYTDSPDRSPYMSA+10.9%vsBSSPYSPDR+10.8%Jan 1Nov 10+10.9%+10.8%+10.9%Year to date+10.8%1.0%Yield1.0%$179BAssets$778B1–0SPYM winsEnd-of-day Nov 10, 2026
Overlap: USRT, XLVToday0.0%most shared, USRT and XLVUSRTXLVUSRT—0.0%XLV0.0%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$257most kept, USRTUSRT$265 − $8 = $257XLV$135 − $8 = $127KeptFeeEnd-of-day Nov 10, 2026 · yield in dollars minus the fee