Compare · 3 funds side by side · dividends reinvested

USRT, VGT and XLE

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$26,379XLE · best of the three

02 / 04

USRT, VGT and XLE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.40%+44.9%+48.2%+18.0%+21.4%−15.0%23.2%$44.6B1.5

iShares Core U.S. REIT ETFSectors · Real estate0.08%2.64%+18.5%+18.4%+17.7%+4.2%−12.4%13.8%$4.3B1.9

Vanguard Information Technology ETFSectors · Technology0.09%0.41%+23.1%+16.7%+32.4%+17.4%−15.8%25.5%$155B2.5

Rank among the three1st → 3rdFee, 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 · VGT 2004 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core U.S. REIT ETF · $4.3B$12,294

USRT

VGT

Vanguard Information Technology ETF · $155B$22,311

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

USRTMeasureVGT

+18.5%Year to dateJan 1 → Nov 4+23.1%

+18.4%1 yearTotal return+16.7%

+17.7%3 years · per year$10,000 became $16,301 · $23,217+32.4%

+4.2%5 years · per year$10,000 became $12,294 · $22,311+17.4%

0.08%Expense ratio$8 · $9 a year on $10k · lower is better0.09%

2.64%Trailing 12-mo yield$264 · $41 a year on $10k0.41%

−12.4%Worst dropSmaller is better−15.8%

13.8%VolatilityLower is calmer25.5%

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

5–3USRT wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

USRT vs VGT: Top 5 Holdings

Today

USRT

31.4%in top 5

VGT

in top 553.2%

USRTStockVGT

not top 5NVDA17.6%

not top 5AAPL15.9%

not top 5MSFT11.2%

9.2%WELLnot top 5

6.9%PLDnot top 5

6.0%EQIXnot top 5

4.8%SPGnot top 5

4.5%PSAnot top 5

not top 5MU4.5%

not top 5AVGO4.1%

Held in common0.0%

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

USRT vs VGT Returns, Every Period

iSharesUSRT

+4.2%

5 years, per year

VGTVanguard

+17.4%

5 years, per year

USRTVGTFaded: behind in that period

1–3VGT wins

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

USRT vs XLE

YTD

iSharesUSRT

+18.5%

XLESPDR

+44.9%

+18.5%Year to date+44.9%

−12.4%Worst drop · 1Y−15.0%

13.8%Volatility · 1Y23.2%

2.6%Yield2.4%

$4.3BAssets$44.6B

3–1USRT wins

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

Cost, Income and Risk

Fees: USRT, VGT, XLE

Today

0.08%lowest, USRT

FundExpense ratioFee$10k

USRT0.08%$8

XLE0.08%$8

VGT0.09%$9

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

Yields: USRT, VGT, XLE

2.64%highest, USRT

FundTrailing yieldYield$10k

USRT2.64%$264

XLE2.40%$240

VGT0.41%$41

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

Income After Fees on $10,000

$256most kept, USRT

USRT$264 − $8 = $256

XLE$240 − $8 = $232

VGT$41 − $9 = $32

KeptFee

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

Overlap: USRT, VGT, XLE

Today

0.0%most shared, USRT and VGT

USRTVGTXLE

USRT—0.0%0.0%

VGT0.0%—0.0%

XLE0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+48.2%XLE, at 23.2% volatility

USRTWorst drop−12.4%13.8% vol

XLEWorst drop−15.0%23.2% vol

VGTWorst drop−15.8%25.5% vol

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

Paid More vs Made More

YTD

USRTXLE

+18.5%Year to date+44.9%

2.6%Yield2.4%

+18.4%Past year+48.2%

0.08%Fee0.08%

2–1XLE wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

XLK vs VGT

YTD

SPDRXLK

+23.0%

VGTVanguard

+23.1%

+23.0%Year to date+23.1%

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

$115BAssets$155B

1–1level

End-of-day Nov 4, 2026

XLE vs VDE

YTD

SPDRXLE

+44.9%

VDEVanguard

+42.7%

+44.9%Year to date+42.7%

2.4%Yield2.3%

$44.6BAssets$10.4B

2–0XLE wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026