VNQ vs USRT

AVNQ

BUSRT

Measures won2–4USRT wins · of 6 · 5Y

$10,000 · 5Y$11,871USRT · VNQ $10,522

Lowest cost0.08%USRT · $8 on $10k

Most income3.59%VNQ · $359 on $10k

Smallest drop−11.4%VNQ · worst fall in 1Y

Held in common80.4%VNQ and USRT

VNQ

USRT

Vanguard Real Estate ETF · $35.9BiShares Core U.S. REIT ETF · $4.3B

+14.5%3 years · per year$15,000 · $15,948+16.8%

+1.0%5 years · per year$10,522 · $11,871+3.5%

0.13%Expense ratio$13 · $8 on $10k · lower wins0.08%

3.59%12-mo yield$359 · $272 on $10k2.72%

−11.4%Worst dropSmaller wins−12.4%

13.7%VolatilityLower wins13.6%

2–4USRT wins

$10,000 · 5 yearsOne scale

Shared top holdingsVNQ · USRT

10.7%WELL9.0%

8.0%PLD6.9%

6.6%EQIX6.1%

4.3%SPG4.7%

Held in common80.4%

End-of-day Nov 3, 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	BUSRT	iShares Core U.S. REIT ETFRead Desk		0.08%	2.72%	+0.2%	+15.3%	+15.3%	+16.8%	+3.5%	−12.4%	$4.3B
2	AVNQ	Vanguard Real Estate ETFRead Desk		0.13%	3.59%	−0.1%	+10.4%	+10.6%	+14.5%	+1.0%	−11.4%	$35.9B

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

Both

5Y2 funds

#			Trend
1	BUSRT	iShares Core U.S. REIT ETFRead Desk		0.08%	2.72%	+0.2%	+15.3%	+15.3%	+16.8%	+3.5%	−12.4%	$4.3B
2	AVNQ	Vanguard Real Estate ETFRead Desk		0.13%	3.59%	−0.1%	+10.4%	+10.6%	+14.5%	+1.0%	−11.4%	$35.9B

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

Cards for this view

VNQ vs USRT

VNQ

Vanguard Real Estate

$10,522

USRT

iShares Core U.S. REIT

$11,871

MeasureVNQUSRT

Fee0.13%0.08%

Cost on $10k a year$13$8

Yield3.59%2.72%

5 years, per year+1.0%+3.5%

3 years, per year+14.5%+16.8%

Worst drop · 1Y−11.4%−12.4%

Volatility · 1Y13.7%13.6%

4–2measures won
USRT first

80.4%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

VNQ vs SCHH

YTD

VanguardVNQ

+10.4%

SCHHSchwab

+13.8%

+10.4%Year to date+13.8%

3.6%Yield2.9%

$35.9BAssets$11.1B

1–1level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: VNQ, USRT

Today

80.4%most shared, VNQ and USRT

VNQUSRT

VNQ—80.4%

USRT80.4%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$346most kept, VNQ

VNQ$359 − $13 = $346

USRT$272 − $8 = $264

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee