Compare · 3 funds side by side · dividends reinvested

USRT, XLK and VGT

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$21,164XLK · best of the three

02 / 04

USRT, XLK and VGT, 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%$4.3B1.5

State Street Technology Select Sector SPDR ETFSectors · Technology0.08%0.51%+14.8%+12.2%+26.2%+16.2%−19.6%28.5%$117B2.1

Vanguard Information Technology ETFSectors · Technology0.09%0.44%+15.6%+12.1%+28.6%+15.6%−17.5%26.5%$155B2.3

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

End-of-day Nov 6, 2026 · returns include dividends · since: USRT 2007 · XLK 1998 · VGT 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

USRT

XLK

State Street Technology Select Sector SPDR ETF · $117B$21,164

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

USRTMeasureXLK

+16.2%Year to dateJan 1 → Nov 6+14.8%

+16.0%1 yearTotal return+12.2%

+16.0%3 years · per year$10,000 became $15,602 · $20,083+26.2%

+3.7%5 years · per year$10,000 became $12,000 · $21,164+16.2%

0.08%Expense ratio$8 · $8 a year on $10k · lower is better0.08%

2.69%Trailing 12-mo yield$269 · $51 a year on $10k0.51%

−12.4%Worst dropSmaller is better−19.6%

13.9%VolatilityLower is calmer28.5%

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

5–2USRT wins

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

More Ways to See the Pairs

USRT vs XLK: Top 5 Holdings

Today

USRT

31.4%in top 5

XLK

in top 553.7%

USRTStockXLK

not top 5AAPL16.9%

not top 5NVDA14.8%

not top 5MSFT13.4%

9.3%WELLnot top 5

6.8%PLDnot top 5

5.9%EQIXnot top 5

4.8%SPGnot top 5

not top 5AVGO4.7%

4.6%PSAnot top 5

not top 5AMD4.0%

Held in common0.0%

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

USRT vs XLK Returns, Every Period

iSharesUSRT

+3.7%

5 years, per year

XLKSPDR

+16.2%

5 years, per year

USRTXLKFaded: behind in that period

2–2Level

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

USRT vs XLK

YTD

iSharesUSRT

+16.2%

XLKSPDR

+14.8%

+16.2%Year to date+14.8%

−12.4%Worst drop · 1Y−19.6%

13.9%Volatility · 1Y28.5%

2.7%Yield0.5%

$4.3BAssets$117B

4–0USRT wins

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

Cost, Income and Risk

Fees: USRT, XLK, VGT

Today

0.08%lowest, USRT

FundExpense ratioFee$10k

USRT0.08%$8

XLK0.08%$8

VGT0.09%$9

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

Yields: USRT, XLK, VGT

2.69%highest, USRT

FundTrailing yieldYield$10k

USRT2.69%$269

XLK0.51%$51

VGT0.44%$44

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

Income After Fees on $10,000

$261most kept, USRT

USRT$269 − $8 = $261

XLK$51 − $8 = $43

VGT$44 − $9 = $35

KeptFee

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

Overlap: USRT, XLK, VGT

Today

84.4%most shared, XLK and VGT

USRTXLKVGT

USRT—0.0%0.0%

XLK0.0%—84.4%

VGT0.0%84.4%—

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

VGTWorst drop−17.5%26.5% vol

XLKWorst drop−19.6%28.5% vol

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

Paid More vs Made More

YTD

USRTVGT

+16.2%Year to date+15.6%

2.7%Yield0.4%

+16.0%Past year+12.1%

0.08%Fee0.09%

4–0USRT 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