XLRE vs USRT

AXLRE

BUSRT

Measures won2–3USRT wins · of 6 · 5Y

$10,000 · 5Y$12,294USRT · XLRE $11,213

Lowest cost0.08%XLRE · $8 on $10k

Most income3.20%XLRE · $320 on $10k

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

Held in common68.8%XLRE and USRT

XLRE

USRT

State Street Real Estate Select Sector SPDR ETF · $8.3BiShares Core U.S. REIT ETF · $4.4B

+15.5%3 years · per year$15,410 · $16,301+17.7%

+2.3%5 years · per year$11,213 · $12,294+4.2%

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

3.20%12-mo yield$320 · $264 on $10k2.64%

−11.1%Worst dropSmaller wins−12.4%

14.5%VolatilityLower wins13.8%

2–3USRT wins

$10,000 · 5 yearsOne scale

Shared top holdingsXLRE · USRT

11.5%WELL9.2%

8.1%PLD6.9%

6.6%EQIX6.0%

4.8%SPG4.8%

Held in common68.8%

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%	$4.4B
2	AXLRE	State Street Real Estate Select Sector SPDR ETFRead Desk		0.08%	3.20%	+3.3%	+14.5%	+14.4%	+15.5%	+2.3%	−11.1%	$8.3B

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%	$4.4B
2	AXLRE	State Street Real Estate Select Sector SPDR ETFRead Desk		0.08%	3.20%	+3.3%	+14.5%	+14.4%	+15.5%	+2.3%	−11.1%	$8.3B

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

XLRE vs USRT

XLRE

Real Estate Select Sector SPDR

$11,213

USRT

iShares Core U.S. REIT

$12,294

MeasureXLREUSRT

Fee0.08%0.08%

Cost on $10k a year$8$8

Yield3.20%2.64%

5 years, per year+2.3%+4.2%

3 years, per year+15.5%+17.7%

Worst drop · 1Y−11.1%−12.4%

Volatility · 1Y14.5%13.8%

3–2measures won
USRT first

68.8%

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: XLRE, USRT

Today

68.8%most shared, XLRE and USRT

XLREUSRT

XLRE—68.8%

USRT68.8%—

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

Income After Fees on $10,000

$312most kept, XLRE

XLRE$320 − $8 = $312

USRT$264 − $8 = $256

KeptFee

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