FRI vs RWR

AFRI

BRWR

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$11,809FRI · RWR $11,640

Lowest cost0.25%RWR · $25 on $10k

Most income3.37%RWR · $337 on $10k

Smallest drop−12.1%FRI · worst fall in 1Y

Held in common83.7%FRI and RWR

First Trust S&P REIT Index Fund · $211MState Street SPDR Dow Jones REIT ETF · $1.9B

+14.9%3 years · per year$15,184 · $15,251+15.1%

+3.4%5 years · per year$11,809 · $11,640+3.1%

0.51%Expense ratio$51 · $25 on $10k · lower wins0.25%

2.55%12-mo yield$255 · $337 on $10k3.37%

End-of-day Nov 12, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

5Y2 funds

#			Trend
1	AFRI	First Trust S&P REIT Index FundRead Desk		0.51%	2.55%	−0.6%	+16.5%	+14.3%	+14.9%	+3.4%	−12.1%	$211M
2	BRWR	State Street SPDR Dow Jones REIT ETFRead Desk		0.25%	3.37%	−0.6%	+16.4%	+14.8%	+15.1%	+3.1%	−12.8%	$1.9B

End-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

5Y2 funds

#			Trend
1	AFRI	First Trust S&P REIT Index FundRead Desk		0.51%	2.55%	−0.6%	+16.5%	+14.3%	+14.9%	+3.4%	−12.1%	$211M
2	BRWR	State Street SPDR Dow Jones REIT ETFRead Desk		0.25%	3.37%	−0.6%	+16.4%	+14.8%	+15.1%	+3.1%	−12.8%	$1.9B

End-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FRI

First Trust S&P REIT Index Fund

$11,809

RWR

SPDR Dow Jones REIT

$11,640

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