Compare · 3 funds side by side · dividends reinvested

FREL, USRT and XLF

02 / 04

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,980XLF · best of the three

Story of the three · IncomeMost incomeFREL · 3.32% · $332 a year on $10k

Story of the three · RiskSmallest drop

FREL, USRT and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core U.S. REIT ETFSectors · Real estate0.08%2.68%+17.0%+15.6%+15.0%+3.5%−12.4%13.9%$4.3B1.5

Fidelity MSCI Real Estate Index ETFSectors · Real estate0.08%3.32%+11.9%+10.4%+12.4%+1.2%−11.6%14.2%$1.4B2.0

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.41%+8.5%+11.1%+22.2%+9.8%−14.8%15.3%$54.2B2.1

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 13, 2026 · returns include dividends · since: FREL 2015 · USRT 2007 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Core U.S. REIT ETF · $4.3B$11,862

USRT

FREL

Fidelity MSCI Real Estate Index ETF · $1.4B$10,616

$10,000 five years ago, dividends reinvested · they hold 79.2% in common

USRT

More Ways to See the Pairs

USRT vs FREL: Top 5 Holdings

Today

USRT

31.9%in top 5

FREL

in top 532.3%

USRTStockFREL

9.3%WELL9.8%

7.0%PLD7.2%

6.5%EQIX5.6%

not top 5AMT4.8%

4.6%SPG

Cost, Income and Risk

Fees: FREL, USRT, XLF

Today

0.08%lowest, FREL

FundExpense ratioFee$10k

FREL0.08%$8

USRT0.08%$8

XLF0.08%$8

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: FREL, USRT, XLF

1Y

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SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$116B

2–0SCHD wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

Measure

FREL

+17.0%Year to dateJan 1 → Nov 13+11.9%

+15.6%1 yearTotal return+10.4%

+15.0%3 years · per year$10,000 became $15,196 · $14,218+12.4%

+3.5%5 years · per year$10,000 became $11,862 · $10,616+1.2%

0.08%Expense ratio$8 · $8 a year on $10k · lower is better0.08%

2.68%Trailing 12-mo yield$268 · $332 a year on $10k3.32%

−12.4%Worst dropSmaller is better−11.6%

13.9%VolatilityLower is calmer14.2%

USRTFREL Winner of the row, in its colourEach row: the bigger of the two fills its side

5–2USRT wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.8%

4.5%DLRnot top 5

Held in common79.2%

End-of-day Nov 13, 2026 · share of each fund

USRT vs FREL Returns, Every Period

5Y

iSharesUSRT

+3.5%

5 years, per year

FRELFidelity

+1.2%

5 years, per year

USRTFRELFaded: behind in that period

4–0USRT wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

USRT vs FREL

YTD

iSharesUSRT

+17.0%

FRELFidelity

+11.9%

+17.0%Year to date+11.9%

−12.4%Worst drop · 1Y−11.6%

13.9%Volatility · 1Y14.2%

2.7%Yield3.3%

$4.3BAssets$1.4B

2–2level

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

3.32%highest, FREL

FundTrailing yieldYield$10k

FREL3.32%$332

USRT2.68%$268

XLF1.41%$141

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$324most kept, FREL

FREL$332 − $8 = $324

USRT$268 − $8 = $260

XLF$141 − $8 = $133

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: FREL, USRT, XLF

Today

79.2%most shared, FREL and USRT

FRELUSRTXLF

FREL—79.2%0.0%

USRT79.2%—0.0%

XLF0.0%0.0%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+15.6%USRT, at 13.9% volatility

USRTWorst drop−12.4%13.9% vol

FRELWorst drop−11.6%14.2% vol

XLFWorst drop−14.8%15.3% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

FRELUSRT

+11.9%Year to date+17.0%

3.3%Yield2.7%

+10.4%Past year+15.6%

0.08%Fee0.08%

2–1USRT wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.1BAssets$47.0B

1–1level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

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FREL, USRT and XLF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three