Compare · 3 funds side by side · dividends reinvested

IFGL, USRT and XLF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,474XLF · best of the three

02 / 04

IFGL, USRT and XLF, 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%$4.3B1.4

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.44%+5.7%+10.4%+22.5%+9.1%−14.8%15.3%$55.5B1.9

iShares International Developed Real Estate ETFSectors · Real estate0.50%4.46%−4.7%−1.7%+9.4%−2.9%−18.1%14.3%$82M2.6

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: IFGL 2007 · USRT 2007 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

iShares International Developed Real Estate ETF · $82M$8,635

IFGL

USRT

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

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

IFGLMeasureUSRT

−4.7%Year to dateJan 1 → Nov 6+16.2%

−1.7%1 yearTotal return+16.0%

+9.4%3 years · per year$10,000 became $13,083 · $15,602+16.0%

−2.9%5 years · per year$10,000 became $8,635 · $12,000+3.7%

0.50%Expense ratio$50 · $8 a year on $10k · lower is better0.08%

4.46%Trailing 12-mo yield$446 · $269 a year on $10k2.69%

−18.1%Worst dropSmaller is better−12.4%

14.3%VolatilityLower is calmer13.9%

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

1–7USRT wins

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

More Ways to See the Pairs

IFGL vs USRT: Top 5 Holdings

Today

IFGL

19.4%in top 5

USRT

in top 531.4%

IFGLStockUSRT

not top 5WELL9.3%

not top 5PLD6.8%

not top 5EQIX5.9%

5.8%GMG.AXnot top 5

not top 5SPG4.8%

not top 5PSA4.6%

4.3%8802.Tnot top 5

4.1%8801.Tnot top 5

2.8%0016.HKnot top 5

2.4%SGRO.Lnot top 5

Held in common0.0%

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

IFGL vs USRT Returns, Every Period

iSharesIFGL

−2.9%

5 years, per year

USRTiShares

+3.7%

5 years, per year

IFGLUSRTFaded: behind in that period

0–4USRT wins

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

IFGL vs USRT

YTD

iSharesIFGL

−4.7%

USRTiShares

+16.2%

−4.7%Year to date+16.2%

−18.1%Worst drop · 1Y−12.4%

14.3%Volatility · 1Y13.9%

4.5%Yield2.7%

$82.4MAssets$4.3B

3–1USRT wins

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

Cost, Income and Risk

Fees: IFGL, USRT, XLF

Today

0.08%lowest, USRT

FundExpense ratioFee$10k

USRT0.08%$8

XLF0.08%$8

IFGL0.50%$50

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

Yields: IFGL, USRT, XLF

4.46%highest, IFGL

FundTrailing yieldYield$10k

IFGL4.46%$446

USRT2.69%$269

XLF1.44%$144

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

Income After Fees on $10,000

$396most kept, IFGL

IFGL$446 − $50 = $396

USRT$269 − $8 = $261

XLF$144 − $8 = $136

KeptFee

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

Overlap: IFGL, USRT, XLF

Today

0.0%most shared, IFGL and USRT

IFGLUSRTXLF

IFGL—0.0%0.0%

USRT0.0%—0.0%

XLF0.0%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

USRTWorst drop−12.4%13.9% vol

IFGLWorst drop−18.1%14.3% vol

XLFWorst drop−14.8%15.3% vol

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

Paid More vs Made More

YTD

IFGLUSRT

−4.7%Year to date+16.2%

4.5%Yield2.7%

−1.7%Past year+16.0%

0.50%Fee0.08%

3–1USRT wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026