DFGR vs USRT

ADFGR

BUSRT

Measures won3–2DFGR wins · of 6 · 5Y

$10,000 · 5Y$20,466VGT · USRT $11,898

Lowest cost0.08%USRT · $8 on $10k

Most income3.87%DFGR · $387 on $10k

Smallest drop−10.8%DFGR · worst fall in 1Y

Held in common68.3%DFGR and USRT

DFGR

USRT

Dimensional - Global Real Estate ETF · $4.0BiShares Core U.S. REIT ETF · $4.3B

+13.8%3 years · per year$14,720 · $15,762+16.4%

[…]5 years · per year[…] · $11,898+3.5%

0.22%Expense ratio$22 · $8 on $10k · lower wins0.08%

3.87%12-mo yield$387 · $269 on $10k2.69%

−10.8%Worst dropSmaller wins−12.4%

12.5%VolatilityLower wins13.9%

3–2DFGR wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFGR · USRT

9.0%WELL9.2%

6.2%PLD6.9%

5.2%EQIX6.0%

3.7%SPG4.8%

Held in common68.3%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	VGT	Vanguard Information Technology ETFRead Desk	0.09%	0.44%	−7.3%	+14.0%	+11.1%	+28.8%	+15.4%	−17.5%	$154.5B
2	BUSRT	iShares Core U.S. REIT ETFRead Desk	0.08%	2.69%	−1.7%	+16.5%	+16.4%	+16.4%	+3.5%	−12.4%	$4.3B
3	ADFGR	Dimensional - Global Real Estate ETFRead Desk	0.22%	3.87%	−1.4%	+10.5%	+11.1%	+13.8%	new	−10.8%	$4.0B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VGT	Vanguard Information Technology ETFRead Desk	0.09%	0.44%	−7.3%	+14.0%	+11.1%	+28.8%	+15.4%	−17.5%	$154.5B
2	BUSRT	iShares Core U.S. REIT ETFRead Desk	0.08%	2.69%	−1.7%	+16.5%	+16.4%	+16.4%	+3.5%	−12.4%	$4.3B
3	ADFGR	Dimensional - Global Real Estate ETFRead Desk	0.22%	3.87%	−1.4%	+10.5%	+11.1%	+13.8%	new	−10.8%	$4.0B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFGR vs USRT

DFGR

Dimensional - Global Real Estate

[…]

USRT

iShares Core U.S. REIT

$11,898

MeasureDFGRUSRT

Fee0.22%0.08%

Cost on $10k a year$22$8

Yield3.87%2.69%

5 years, per year[…]+3.5%

3 years, per year+13.8%+16.4%

Worst drop · 1Y−10.8%−12.4%

Volatility · 1Y12.5%13.9%

3–2measures won
DFGR first

68.3%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: DFGR, USRT, VGT

Today

68.3%most shared, DFGR and USRT

DFGRUSRTVGT

DFGR—68.3%0.0%

USRT68.3%—0.0%

VGT0.0%0.0%—

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

Income After Fees on $10,000

$365most kept, DFGR

DFGR$387 − $22 = $365

USRT$269 − $8 = $261

VGT$44 − $9 = $35

KeptFee

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