XHB vs USRT

AXHB

BUSRT

Measures won1–5USRT wins · of 6 · 5Y

$10,000 · 5Y$14,699XHB · USRT $12,294

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 common0.0%XHB and USRT

XHB

USRT

State Street SPDR S&P Homebuilders ETF · $1.5BiShares Core U.S. REIT ETF · $4.4B

+15.9%3 years · per year$15,583 · $16,301+17.7%

+8.0%5 years · per year$14,699 · $12,294+4.2%

0.35%Expense ratio$35 · $8 on $10k · lower wins0.08%

1.02%12-mo yield$102 · $264 on $10k2.64%

−22.8%Worst dropSmaller wins−12.4%

28.8%VolatilityLower wins13.8%

1–5USRT wins

$10,000 · 5 yearsOne scale

Shared top holdingsXHB · USRT

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

Held in common0.0%

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	AXHB	State Street SPDR S&P Homebuilders ETFRead Desk		0.35%	1.02%	+5.4%	+5.4%	+5.1%	+15.9%	+8.0%	−22.8%	$1.5B
2	BUSRT	iShares Core U.S. REIT ETFRead Desk		0.08%	2.64%	+2.8%	+18.5%	+18.4%	+17.7%	+4.2%	−12.4%	$4.4B

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	AXHB	State Street SPDR S&P Homebuilders ETFRead Desk		0.35%	1.02%	+5.4%	+5.4%	+5.1%	+15.9%	+8.0%	−22.8%	$1.5B
2	BUSRT	iShares Core U.S. REIT ETFRead Desk		0.08%	2.64%	+2.8%	+18.5%	+18.4%	+17.7%	+4.2%	−12.4%	$4.4B

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

XHB vs USRT

XHB

SPDR S&P Homebuilders

$14,699

USRT

iShares Core U.S. REIT

$12,294

MeasureXHBUSRT

Fee0.35%0.08%

Cost on $10k a year$35$8

Yield1.02%2.64%

5 years, per year+8.0%+4.2%

3 years, per year+15.9%+17.7%

Worst drop · 1Y−22.8%−12.4%

Volatility · 1Y28.8%13.8%

5–1measures won
USRT first

0.0%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: XHB, USRT

Today

0.0%most shared, XHB and USRT

XHBUSRT

XHB—0.0%

USRT0.0%—

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

XHB$102 − $35 = $67

KeptFee

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