FREL vs USRT

AFREL

BUSRT

Measures won2–3USRT wins · of 6 · 5Y

$10,000 · 5Y$20,649VGT · USRT $12,000

Lowest cost0.08%FREL · $8 on $10k

Most income3.34%FREL · $334 on $10k

Smallest drop−11.6%FREL · worst fall in 1Y

Held in common78.9%FREL and USRT

FREL

USRT

Fidelity MSCI Real Estate Index ETF · $1.4BiShares Core U.S. REIT ETF · $4.3B

+13.6%3 years · per year$14,643 · $15,602+16.0%

+1.2%5 years · per year$10,633 · $12,000+3.7%

0.08%Expense ratio$8 · $8 on $10k · lower wins0.08%

3.34%12-mo yield$334 · $269 on $10k2.69%

−11.6%Worst dropSmaller wins−12.4%

14.3%VolatilityLower wins13.9%

2–3USRT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFREL · USRT

9.8%WELL9.3%

7.2%PLD6.8%

5.3%EQIX5.9%

4.7%SPG4.8%

Held in common78.9%

End-of-day Nov 6, 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%	+1.4%	+15.6%	+12.1%	+28.6%	+15.6%	−17.5%	$154.5B
2	BUSRT	iShares Core U.S. REIT ETFRead Desk	0.08%	2.69%	−0.3%	+16.2%	+16.0%	+16.0%	+3.7%	−12.4%	$4.3B
3	AFREL	Fidelity MSCI Real Estate Index ETFRead Desk	0.08%	3.34%	−0.5%	+11.1%	+11.1%	+13.6%	+1.2%	−11.6%	$1.4B

End-of-day Nov 6, 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%	+1.4%	+15.6%	+12.1%	+28.6%	+15.6%	−17.5%	$154.5B
2	BUSRT	iShares Core U.S. REIT ETFRead Desk	0.08%	2.69%	−0.3%	+16.2%	+16.0%	+16.0%	+3.7%	−12.4%	$4.3B
3	AFREL	Fidelity MSCI Real Estate Index ETFRead Desk	0.08%	3.34%	−0.5%	+11.1%	+11.1%	+13.6%	+1.2%	−11.6%	$1.4B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FREL vs USRT

FREL

Fidelity MSCI Real Estate Index

$10,633

USRT

iShares Core U.S. REIT

$12,000

MeasureFRELUSRT

Fee0.08%0.08%

Cost on $10k a year$8$8

Yield3.34%2.69%

5 years, per year+1.2%+3.7%

3 years, per year+13.6%+16.0%

Worst drop · 1Y−11.6%−12.4%

Volatility · 1Y14.3%13.9%

3–2measures won
USRT first

78.9%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

XLK vs VGT

YTD

SPDRXLK

+14.8%

VGTVanguard

+15.6%

+14.8%Year to date+15.6%

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

$117BAssets$155B

1–1level

End-of-day Nov 6, 2026

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

Overlap: FREL, USRT, VGT

Today

78.9%most shared, FREL and USRT

FRELUSRTVGT

FREL—78.9%0.0%

USRT78.9%—0.0%

VGT0.0%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$326most kept, FREL

FREL$334 − $8 = $326

USRT$269 − $8 = $261

VGT$44 − $9 = $35

KeptFee

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