Compare · 3 funds side by side · dividends reinvested

USRT, FRI and VGT

USRTiShares×FRIFirst Trust×VGTVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$20,466VGT · best of the three

02 / 04

USRT, FRI and VGT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core U.S. REIT ETFSectors · Real estate0.08%2.69%+16.5%+16.4%+16.4%+3.5%−12.4%13.9%$4.3B1.5

First Trust S&P REIT Index FundSectors · Real estate0.51%2.56%+16.0%+15.9%+16.0%+3.2%−12.1%13.7%$209M2.1

Vanguard Information Technology ETFSectors · Technology0.09%0.44%+14.0%+11.1%+28.8%+15.4%−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 5, 2026 · returns include dividends · since: USRT 2007 · FRI 2007 · VGT 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core U.S. REIT ETF · $4.3B$11,898

USRT

FRI

First Trust S&P REIT Index Fund · $209M$11,730

$10,000 five years ago, dividends reinvested · they hold 89.5% in common

USRTMeasureFRI

+16.5%Year to dateJan 1 → Nov 5+16.0%

+16.4%1 yearTotal return+15.9%

+16.4%3 years · per year$10,000 became $15,762 · $15,611+16.0%

+3.5%5 years · per year$10,000 became $11,898 · $11,730+3.2%

0.08%Expense ratio$8 · $51 a year on $10k · lower is better0.51%

2.69%Trailing 12-mo yield$269 · $256 a year on $10k2.56%

−12.4%Worst dropSmaller is better−12.1%

13.9%VolatilityLower is calmer13.7%

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

6–2USRT wins

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

More Ways to See the Pairs

USRT vs FRI: Top 5 Holdings

Today

USRT

31.4%in top 5

FRI

in top 536.0%

USRTStockFRI

9.2%WELL12.9%

6.9%PLD9.0%

6.0%EQIX4.7%

4.8%SPG4.8%

not top 5DLR4.7%

4.5%PSAnot top 5

Held in common89.5%

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

USRT vs FRI Returns, Every Period

iSharesUSRT

+3.5%

5 years, per year

FRIFirst Trust

+3.2%

5 years, per year

USRTFRIFaded: behind in that period

4–0USRT wins

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

USRT vs FRI

YTD

iSharesUSRT

+16.5%

FRIFirst Trust

+16.0%

+16.5%Year to date+16.0%

−12.4%Worst drop · 1Y−12.1%

13.9%Volatility · 1Y13.7%

2.7%Yield2.6%

$4.3BAssets$209M

2–2level

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

Cost, Income and Risk

Fees: USRT, FRI, VGT

Today

0.08%lowest, USRT

FundExpense ratioFee$10k

USRT0.08%$8

VGT0.09%$9

FRI0.51%$51

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

Yields: USRT, FRI, VGT

2.69%highest, USRT

FundTrailing yieldYield$10k

USRT2.69%$269

FRI2.56%$256

VGT0.44%$44

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

Income After Fees on $10,000

$261most kept, USRT

USRT$269 − $8 = $261

FRI$256 − $51 = $205

VGT$44 − $9 = $35

KeptFee

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

Overlap: USRT, FRI, VGT

Today

89.5%most shared, USRT and FRI

USRTFRIVGT

USRT—89.5%0.0%

FRI89.5%—0.0%

VGT0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+16.4%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 5, 2026 · up and left is better

Paid More vs Made More

YTD

USRTFRI

+16.5%Year to date+16.0%

2.7%Yield2.6%

+16.4%Past year+15.9%

0.08%Fee0.51%

4–0USRT wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

XLK vs VGT

YTD

SPDRXLK

+13.2%

VGTVanguard

+14.0%

+13.2%Year to date+14.0%

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

$117BAssets$155B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026