WTRE vs USRT

AWTRE

BUSRT

Measures won0–5USRT wins · of 6 · 5Y

$10,000 · 5Y$12,294USRT · WTRE $9,608

Lowest cost0.08%USRT · $8 on $10k

Most income2.64%USRT · $264 on $10k

Smallest drop−12.4%USRT · worst fall in 1Y

Held in common21.3%WTRE and USRT

WTRE

USRT

WisdomTree New Economy Real Estate Fund · $14MiShares Core U.S. REIT ETF · $4.3B

+16.6%3 years · per year$15,870 · $16,301+17.7%

−0.8%5 years · per year$9,608 · $12,294+4.2%

0.58%Expense ratio$58 · $8 on $10k · lower wins0.08%

2.64%12-mo yield$264 · $264 on $10k2.64%

−20.6%Worst dropSmaller wins−12.4%

21.3%VolatilityLower wins13.8%

0–5USRT wins

$10,000 · 5 yearsOne scale

Shared top holdingsWTRE · USRT

5.4%EQIX6.0%

5.2%PLD6.9%

5.3%DLR4.3%

5.2%IRM3.0%

Held in common21.3%

End-of-day Nov 4, 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%	2.64%	+2.8%	+18.5%	+18.4%	+17.7%	+4.2%	−12.4%	$4.3B
2	AWTRE	WisdomTree New Economy Real Estate FundRead Desk		0.58%	2.64%	+1.6%	+4.8%	−2.8%	+16.6%	−0.8%	−20.6%	$14M

End-of-day Nov 4, 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%	2.64%	+2.8%	+18.5%	+18.4%	+17.7%	+4.2%	−12.4%	$4.3B
2	AWTRE	WisdomTree New Economy Real Estate FundRead Desk		0.58%	2.64%	+1.6%	+4.8%	−2.8%	+16.6%	−0.8%	−20.6%	$14M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

WTRE vs USRT

WTRE

WisdomTree New Economy Real Estate Fund

$9,608

USRT

iShares Core U.S. REIT

$12,294

MeasureWTREUSRT

Fee0.58%0.08%

Cost on $10k a year$58$8

Yield2.64%2.64%

5 years, per year−0.8%+4.2%

3 years, per year+16.6%+17.7%

Worst drop · 1Y−20.6%−12.4%

Volatility · 1Y21.3%13.8%

5–0measures won
USRT first

21.3%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: WTRE, USRT

Today

21.3%most shared, WTRE and USRT

WTREUSRT

WTRE—21.3%

USRT21.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$256most kept, USRT

USRT$264 − $8 = $256

WTRE$264 − $58 = $206

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee