Compare · 3 funds side by side · dividends reinvested

FRI, USRT and VGT

FRIFirst Trust×USRTiShares×VGTVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$20,649VGT · best of the three

02 / 04

FRI, USRT and VGT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core U.S. REIT ETFSectors · Real estate0.08%2.69%+16.2%+16.0%+16.0%+3.7%−12.4%13.9%$4.3B1.5

First Trust S&P REIT Index FundSectors · Real estate0.51%2.57%+15.7%+15.4%+15.6%+3.4%−12.1%13.7%$209M2.1

Vanguard Information Technology ETFSectors · Technology0.09%0.44%+15.6%+12.1%+28.6%+15.6%−17.5%26.5%$155B2.4

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

End-of-day Nov 6, 2026 · returns include dividends · since: FRI 2007 · USRT 2007 · VGT 2004

Head to Head

Swap sides Versus in desk

Head to Head

First Trust S&P REIT Index Fund · $209M$11,821

FRI

USRT

iShares Core U.S. REIT ETF · $4.3B$12,000

$10,000 five years ago, dividends reinvested · they hold 89.3% in common

FRIMeasureUSRT

+15.7%Year to dateJan 1 → Nov 6+16.2%

+15.4%1 yearTotal return+16.0%

+15.6%3 years · per year$10,000 became $15,457 · $15,602+16.0%

+3.4%5 years · per year$10,000 became $11,821 · $12,000+3.7%

0.51%Expense ratio$51 · $8 a year on $10k · lower is better0.08%

2.57%Trailing 12-mo yield$257 · $269 a year on $10k2.69%

−12.1%Worst dropSmaller is better−12.4%

13.7%VolatilityLower is calmer13.9%

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

2–6USRT wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FRI vs USRT: Top 5 Holdings

Today

FRI

35.5%in top 5

USRT

in top 531.4%

FRIStockUSRT

12.9%WELL9.3%

8.9%PLD6.8%

4.5%EQIX5.9%

4.6%SPG4.8%

not top 5PSA4.6%

4.5%DLRnot top 5

Held in common89.3%

End-of-day Nov 6, 2026 · share of each fund

FRI vs USRT Returns, Every Period

First TrustFRI

+3.4%

5 years, per year

USRTiShares

+3.7%

5 years, per year

FRIUSRTFaded: behind in that period

0–4USRT wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

FRI vs USRT

YTD

First TrustFRI

+15.7%

USRTiShares

+16.2%

+15.7%Year to date+16.2%

−12.1%Worst drop · 1Y−12.4%

13.7%Volatility · 1Y13.9%

2.6%Yield2.7%

$209MAssets$4.3B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FRI, USRT, VGT

Today

0.08%lowest, USRT

FundExpense ratioFee$10k

USRT0.08%$8

VGT0.09%$9

FRI0.51%$51

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: FRI, USRT, VGT

2.69%highest, USRT

FundTrailing yieldYield$10k

USRT2.69%$269

FRI2.57%$257

VGT0.44%$44

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$261most kept, USRT

USRT$269 − $8 = $261

FRI$257 − $51 = $206

VGT$44 − $9 = $35

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: FRI, USRT, VGT

Today

89.3%most shared, FRI and USRT

FRIUSRTVGT

FRI—89.3%0.0%

USRT89.3%—0.0%

VGT0.0%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+16.0%USRT, at 13.9% volatility

FRIWorst drop−12.1%13.7% vol

USRTWorst drop−12.4%13.9% vol

VGTWorst drop−17.5%26.5% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

USRTFRI

+16.2%Year to date+15.7%

2.7%Yield2.6%

+16.0%Past year+15.4%

0.08%Fee0.51%

4–0USRT wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

XLK vs VGT

YTD

SPDRXLK

+14.8%

VGTVanguard

+15.6%

+14.8%Year to date+15.6%

0.08% · $8Fee · on $10k a year0.09% · $9

$117BAssets$155B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026