Compare · 2 funds side by side · dividends reinvested

VNQ and FRI

VNQVanguard×FRIFirst Trust×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$11,730FRI · best of the two

02 / 04

VNQ and FRI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust S&P REIT Index FundSectors · Real estate0.51%2.56%+16.0%+15.9%+16.0%+3.2%−12.1%13.7%$204M1.4

Vanguard Real Estate ETFSectors · Real estate0.13%3.54%+11.8%+12.0%+14.1%+1.2%−11.4%14.2%$35.9B1.6

Rank among the two1st → 2ndFee, 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: VNQ 2004 · FRI 2007

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Real Estate ETF · $35.9B$10,599

VNQ

FRI

First Trust S&P REIT Index Fund · $204M$11,730

$10,000 five years ago, dividends reinvested · they hold 81.5% in common

VNQMeasureFRI

+11.8%Year to dateJan 1 → Nov 5+16.0%

+12.0%1 yearTotal return+15.9%

+14.1%3 years · per year$10,000 became $14,843 · $15,611+16.0%

+1.2%5 years · per year$10,000 became $10,599 · $11,730+3.2%

0.13%Expense ratio$13 · $51 a year on $10k · lower is better0.51%

3.54%Trailing 12-mo yield$354 · $256 a year on $10k2.56%

−11.4%Worst dropSmaller is better−12.1%

14.2%VolatilityLower is calmer13.7%

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

3–5FRI wins

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

More Ways to See the Pairs

VNQ vs FRI: Top 5 Holdings

Today

VNQ

34.7%in top 5

FRI

in top 536.0%

VNQStockFRI

10.7%WELL12.9%

8.0%PLD9.0%

6.6%EQIX4.7%

5.1%AMTnot top 5

4.3%SPG4.8%

not top 5DLR4.7%

Held in common81.5%

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

VNQ vs FRI Returns, Every Period

VanguardVNQ

+1.2%

5 years, per year

FRIFirst Trust

+3.2%

5 years, per year

VNQFRIFaded: behind in that period

0–4FRI wins

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

VNQ vs FRI

YTD

VanguardVNQ

+11.8%

FRIFirst Trust

+16.0%

+11.8%Year to date+16.0%

−11.4%Worst drop · 1Y−12.1%

14.2%Volatility · 1Y13.7%

3.5%Yield2.6%

$35.9BAssets$204M

2–2level

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

Cost, Income and Risk

Fees: VNQ, FRI

Today

0.13%lowest, VNQ

FundExpense ratioFee$10k

VNQ0.13%$13

FRI0.51%$51

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

Yields: VNQ, FRI

3.54%highest, VNQ

FundTrailing yieldYield$10k

VNQ3.54%$354

FRI2.56%$256

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

Income After Fees on $10,000

$341most kept, VNQ

VNQ$354 − $13 = $341

FRI$256 − $51 = $205

KeptFee

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

Overlap: VNQ, FRI

Today

81.5%most shared, VNQ and FRI

VNQFRI

VNQ—81.5%

FRI81.5%—

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

Return vs Bumpiness: 2 ETFs

+15.9%FRI, at 13.7% volatility

FRIWorst drop−12.1%13.7% vol

VNQWorst drop−11.4%14.2% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

VNQFRI

+11.8%Year to date+16.0%

3.5%Yield2.6%

+12.0%Past year+15.9%

0.13%Fee0.51%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

VNQ vs SCHH

YTD

VanguardVNQ

+11.8%

SCHHSchwab

+15.4%

+11.8%Year to date+15.4%

3.5%Yield2.9%

$35.9BAssets$11.4B

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026