Compare · 3 funds side by side · dividends reinvested

RWR, USRT and VGT

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$21,281VGT · best of the three

02 / 04

RWR, USRT and VGT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core U.S. REIT ETFSectors · Real estate0.08%2.65%+18.1%+18.4%+15.4%+3.9%−12.4%14.0%$4.3B1.6

Vanguard Information Technology ETFSectors · Technology0.09%0.42%+19.3%+18.0%+29.2%+16.3%−17.5%26.6%$155B2.1

State Street SPDR Dow Jones REIT ETFSectors · Real estate0.25%3.34%+17.5%+18.4%+15.3%+3.4%−12.8%14.3%$1.9B2.3

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

End-of-day Nov 9, 2026 · returns include dividends · since: RWR 2001 · USRT 2007 · VGT 2004

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Dow Jones REIT ETF · $1.9B$11,818

RWR

USRT

iShares Core U.S. REIT ETF · $4.3B$12,123

$10,000 five years ago, dividends reinvested · they hold 88.7% in common

RWRMeasureUSRT

+17.5%Year to dateJan 1 → Nov 9+18.1%

+18.4%1 yearTotal return+18.4%

+15.3%3 years · per year$10,000 became $15,315 · $15,367+15.4%

+3.4%5 years · per year$10,000 became $11,818 · $12,123+3.9%

0.25%Expense ratio$25 · $8 a year on $10k · lower is better0.08%

3.34%Trailing 12-mo yield$334 · $265 a year on $10k2.65%

−12.8%Worst dropSmaller is better−12.4%

14.3%VolatilityLower is calmer14.0%

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

1–6USRT wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

RWR vs USRT: Top 5 Holdings

Today

RWR

34.2%in top 5

USRT

in top 531.5%

RWRStockUSRT

10.3%WELL9.3%

9.3%PLD6.8%

not top 5EQIX6.0%

5.1%PSA4.6%

5.0%SPG4.9%

4.5%VMRKnot top 5

Held in common88.7%

End-of-day Nov 9, 2026 · share of each fund

RWR vs USRT Returns, Every Period

SPDRRWR

+3.4%

5 years, per year

USRTiShares

+3.9%

5 years, per year

RWRUSRTFaded: behind in that period

0–3USRT wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

RWR vs USRT

YTD

SPDRRWR

+17.5%

USRTiShares

+18.1%

+17.5%Year to date+18.1%

−12.8%Worst drop · 1Y−12.4%

14.3%Volatility · 1Y14.0%

3.3%Yield2.7%

$1.9BAssets$4.3B

3–1USRT wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: RWR, USRT, VGT

Today

0.08%lowest, USRT

FundExpense ratioFee$10k

USRT0.08%$8

VGT0.09%$9

RWR0.25%$25

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: RWR, USRT, VGT

3.34%highest, RWR

FundTrailing yieldYield$10k

RWR3.34%$334

USRT2.65%$265

VGT0.42%$42

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$309most kept, RWR

RWR$334 − $25 = $309

USRT$265 − $8 = $257

VGT$42 − $9 = $33

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: RWR, USRT, VGT

Today

88.7%most shared, RWR and USRT

RWRUSRTVGT

RWR—88.7%0.0%

USRT88.7%—0.0%

VGT0.0%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+18.4%RWR, at 14.3% volatility

USRTWorst drop−12.4%14.0% vol

RWRWorst drop−12.8%14.3% vol

VGTWorst drop−17.5%26.6% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

RWRVGT

+17.5%Year to date+19.3%

3.3%Yield0.4%

+18.4%Past year+18.0%

0.25%Fee0.09%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

XLK vs VGT

YTD

SPDRXLK

+19.1%

VGTVanguard

+19.3%

+19.1%Year to date+19.3%

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

$110BAssets$155B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026