Compare · 2 funds side by side · dividends reinvested

FRI and RWR

FRIFirst Trust×RWRSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$11,973RWR · best of the two

02 / 04

FRI and RWR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Dow Jones REIT ETFSectors · Real estate0.25%3.34%+17.8%+18.8%+17.5%+3.7%−12.8%14.2%$1.8B1.3

First Trust S&P REIT Index FundSectors · Real estate0.51%2.56%+16.0%+15.9%+16.0%+3.2%−12.1%13.7%$204M1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: FRI 2007 · RWR 2001

Head to Head

Swap sides Versus in desk

Head to Head

First Trust S&P REIT Index Fund · $204M$11,730

FRI

RWR

State Street SPDR Dow Jones REIT ETF · $1.8B$11,973

$10,000 five years ago, dividends reinvested · they hold 84.0% in common

FRIMeasureRWR

+16.0%Year to dateJan 1 → Nov 5+17.8%

+15.9%1 yearTotal return+18.8%

+16.0%3 years · per year$10,000 became $15,611 · $16,229+17.5%

+3.2%5 years · per year$10,000 became $11,730 · $11,973+3.7%

0.51%Expense ratio$51 · $25 a year on $10k · lower is better0.25%

2.56%Trailing 12-mo yield$256 · $334 a year on $10k3.34%

−12.1%Worst dropSmaller is better−12.8%

13.7%VolatilityLower is calmer14.2%

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

2–6RWR wins

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

More Ways to See the Pairs

FRI vs RWR: Top 5 Holdings

Today

FRI

36.0%in top 5

RWR

in top 534.1%

FRIStockRWR

12.9%WELL10.3%

9.0%PLD9.4%

not top 5PSA5.1%

4.8%SPG4.9%

4.7%EQIX4.4%

4.7%DLRnot top 5

Held in common84.0%

End-of-day Nov 5, 2026 · share of each fund

FRI vs RWR Returns, Every Period

First TrustFRI

+3.2%

5 years, per year

RWRSPDR

+3.7%

5 years, per year

FRIRWRFaded: behind in that period

0–4RWR wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

FRI vs RWR

YTD

First TrustFRI

+16.0%

RWRSPDR

+17.8%

+16.0%Year to date+17.8%

−12.1%Worst drop · 1Y−12.8%

13.7%Volatility · 1Y14.2%

2.6%Yield3.3%

$204MAssets$1.8B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FRI, RWR

Today

0.25%lowest, RWR

FundExpense ratioFee$10k

RWR0.25%$25

FRI0.51%$51

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: FRI, RWR

3.34%highest, RWR

FundTrailing yieldYield$10k

RWR3.34%$334

FRI2.56%$256

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$309most kept, RWR

RWR$334 − $25 = $309

FRI$256 − $51 = $205

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: FRI, RWR

Today

84.0%most shared, FRI and RWR

FRIRWR

FRI—84.0%

RWR84.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+18.8%RWR, at 14.2% volatility

FRIWorst drop−12.1%13.7% vol

RWRWorst drop−12.8%14.2% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

RWRFRI

+17.8%Year to date+16.0%

3.3%Yield2.6%

+18.8%Past year+15.9%

0.25%Fee0.51%

4–0RWR wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026