Compare · 2 funds side by side · dividends reinvested

USRT and FRI

USRTiShares×FRIFirst Trust×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,294USRT · best of the two

02 / 04

USRT and FRI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core U.S. REIT ETFSectors · Real estate0.08%2.64%+18.5%+18.4%+17.7%+4.2%−12.4%13.8%$4.4B1.3

First Trust S&P REIT Index FundSectors · Real estate0.51%2.52%+17.9%+17.8%+17.3%+3.9%−12.1%13.6%$204M1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: USRT 2007 · FRI 2007

Head to Head

Swap sides Versus in desk

Head to Head

First Trust S&P REIT Index Fund · $204M$12,099

FRI

USRT

iShares Core U.S. REIT ETF · $4.4B$12,294

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

FRIMeasureUSRT

+17.9%Year to dateJan 1 → Nov 4+18.5%

+17.8%1 yearTotal return+18.4%

+17.3%3 years · per year$10,000 became $16,141 · $16,301+17.7%

+3.9%5 years · per year$10,000 became $12,099 · $12,294+4.2%

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

2.52%Trailing 12-mo yield$252 · $264 a year on $10k2.64%

−12.1%Worst dropSmaller is better−12.4%

13.6%VolatilityLower is calmer13.8%

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

2–6USRT wins

End-of-day Nov 4, 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

36.0%in top 5

USRT

in top 531.4%

FRIStockUSRT

12.8%WELL9.2%

9.1%PLD6.9%

4.7%EQIX6.0%

4.8%SPG4.8%

4.7%DLRnot top 5

not top 5PSA4.5%

Held in common89.3%

End-of-day Nov 4, 2026 · share of each fund

FRI vs USRT Returns, Every Period

First TrustFRI

+3.9%

5 years, per year

USRTiShares

+4.2%

5 years, per year

FRIUSRTFaded: behind in that period

0–4USRT wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

FRI vs USRT

YTD

First TrustFRI

+17.9%

USRTiShares

+18.5%

+17.9%Year to date+18.5%

−12.1%Worst drop · 1Y−12.4%

13.6%Volatility · 1Y13.8%

2.5%Yield2.6%

$204MAssets$4.4B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: USRT, FRI

Today

0.08%lowest, USRT

FundExpense ratioFee$10k

USRT0.08%$8

FRI0.51%$51

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: USRT, FRI

2.64%highest, USRT

FundTrailing yieldYield$10k

USRT2.64%$264

FRI2.52%$252

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$256most kept, USRT

USRT$264 − $8 = $256

FRI$252 − $51 = $201

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: USRT, FRI

Today

89.3%most shared, USRT and FRI

USRTFRI

USRT—89.3%

FRI89.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+18.4%USRT, at 13.8% volatility

FRIWorst drop−12.1%13.6% vol

USRTWorst drop−12.4%13.8% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

USRTFRI

+18.5%Year to date+17.9%

2.6%Yield2.5%

+18.4%Past year+17.8%

0.08%Fee0.51%

4–0USRT wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026