FRI vs USRT

AFRI

BUSRT

Measures won2–4USRT wins · of 6 · 5Y

$10,000 · 5Y$11,871USRT · FRI $11,722

Lowest cost0.08%USRT · $8 on $10k

Most income2.72%USRT · $272 on $10k

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

Held in common89.6%FRI and USRT

FRI

USRT

First Trust S&P REIT Index Fund · $203MiShares Core U.S. REIT ETF · $4.3B

+16.5%3 years · per year$15,822 · $15,948+16.8%

+3.2%5 years · per year$11,722 · $11,871+3.5%

0.51%Expense ratio$51 · $8 on $10k · lower wins0.08%

2.59%12-mo yield$259 · $272 on $10k2.72%

−12.1%Worst dropSmaller wins−12.4%

13.4%VolatilityLower wins13.6%

2–4USRT wins

$10,000 · 5 yearsOne scale

Shared top holdingsFRI · USRT

12.6%WELL9.0%

9.1%PLD6.9%

4.7%EQIX6.1%

4.7%SPG4.7%

Held in common89.6%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BUSRT	iShares Core U.S. REIT ETFRead Desk		0.08%	2.72%	+0.2%	+15.3%	+15.3%	+16.8%	+3.5%	−12.4%	$4.3B
2	AFRI	First Trust S&P REIT Index FundRead Desk		0.51%	2.59%	+0.2%	+14.9%	+14.7%	+16.5%	+3.2%	−12.1%	$203M

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

Both

5Y2 funds

#			Trend
1	BUSRT	iShares Core U.S. REIT ETFRead Desk		0.08%	2.72%	+0.2%	+15.3%	+15.3%	+16.8%	+3.5%	−12.4%	$4.3B
2	AFRI	First Trust S&P REIT Index FundRead Desk		0.51%	2.59%	+0.2%	+14.9%	+14.7%	+16.5%	+3.2%	−12.1%	$203M

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

Cards for this view

FRI vs USRT

FRI

First Trust S&P REIT Index Fund

$11,722

USRT

iShares Core U.S. REIT

$11,871

MeasureFRIUSRT

Fee0.51%0.08%

Cost on $10k a year$51$8

Yield2.59%2.72%

5 years, per year+3.2%+3.5%

3 years, per year+16.5%+16.8%

Worst drop · 1Y−12.1%−12.4%

Volatility · 1Y13.4%13.6%

4–2measures won
USRT first

89.6%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: FRI, USRT

Today

89.6%most shared, FRI and USRT

FRIUSRT

FRI—89.6%

USRT89.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$264most kept, USRT

USRT$272 − $8 = $264

FRI$259 − $51 = $208

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee