Compare · 4 funds side by side · dividends reinvested

FRI, USRT, XLK and XLE

FRIFirst Trust×USRTiShares×XLKSPDR×XLESPDR×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$25,568XLE · best of the four

02 / 04

FRI, USRT, XLK and XLE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.47%+40.6%+45.0%+16.8%+20.7%−15.0%23.3%$42.0B1.9

iShares Core U.S. REIT ETFSectors · Real estate0.08%2.69%+16.2%+16.0%+16.0%+3.7%−12.4%13.9%$4.3B2.0

First Trust S&P REIT Index FundSectors · Real estate0.51%2.57%+15.7%+15.4%+15.6%+3.4%−12.1%13.7%$209M2.8

State Street Technology Select Sector SPDR ETFSectors · Technology0.08%0.51%+14.8%+12.2%+26.2%+16.2%−19.6%28.5%$117B3.0

Rank among the four1st → 4thFee, 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 · XLK 1998 · XLE 1998

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, XLK, XLE

Today

0.08%lowest, USRT

FundExpense ratioFee$10k

USRT0.08%$8

XLK0.08%$8

XLE0.08%$8

FRI0.51%$51

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

Yields: FRI, USRT, XLK, XLE

2.69%highest, USRT

FundTrailing yieldYield$10k

USRT2.69%$269

FRI2.57%$257

XLE2.47%$247

XLK0.51%$51

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

Income After Fees on $10,000

$261most kept, USRT

USRT$269 − $8 = $261

XLE$247 − $8 = $239

FRI$257 − $51 = $206

XLK$51 − $8 = $43

KeptFee

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

Overlap: FRI, USRT, XLK, XLE

Today

89.3%most shared, FRI and USRT

FRIUSRTXLKXLE

FRI—89.3%0.0%0.0%

USRT89.3%—0.0%0.0%

XLK0.0%0.0%—0.0%

XLE0.0%0.0%0.0%—

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

Return vs Bumpiness: 4 ETFs

+45.0%XLE, at 23.3% volatility

FRIWorst drop−12.1%13.7% vol

USRTWorst drop−12.4%13.9% vol

XLEWorst drop−15.0%23.3% vol

XLKWorst drop−19.6%28.5% vol

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

Paid More vs Made More

YTD

USRTXLE

+16.2%Year to date+40.6%

2.7%Yield2.5%

+16.0%Past year+45.0%

0.08%Fee0.08%

2–1XLE wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

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

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.6%

+40.6%Year to date+38.6%

2.5%Yield2.4%

$42.0BAssets$10.4B

2–0XLE wins

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