FRI vs USRT

AFRI

BUSRT

Measures won2–4USRT wins · of 6 · 5Y

$10,000 · 5Y$20,649VGT · USRT $12,000

Lowest cost0.08%USRT · $8 on $10k

Most income2.69%USRT · $269 on $10k

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

Held in common89.3%FRI and USRT

FRI

USRT

First Trust S&P REIT Index Fund · $209MiShares Core U.S. REIT ETF · $4.3B

+15.6%3 years · per year$15,457 · $15,602+16.0%

+3.4%5 years · per year$11,821 · $12,000+3.7%

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

2.57%12-mo yield$257 · $269 on $10k2.69%

−12.1%Worst dropSmaller wins−12.4%

13.7%VolatilityLower wins13.9%

2–4USRT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFRI · USRT

12.9%WELL9.3%

8.9%PLD6.8%

4.6%SPG4.8%

4.5%EQIX5.9%

Held in common89.3%

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	AFRI	First Trust S&P REIT Index FundRead Desk	0.51%	2.57%	−0.3%	+15.7%	+15.4%	+15.6%	+3.4%	−12.1%	$209M

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	AFRI	First Trust S&P REIT Index FundRead Desk	0.51%	2.57%	−0.3%	+15.7%	+15.4%	+15.6%	+3.4%	−12.1%	$209M

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

FRI vs USRT

FRI

First Trust S&P REIT Index Fund

$11,821

USRT

iShares Core U.S. REIT

$12,000

MeasureFRIUSRT

Fee0.51%0.08%

Cost on $10k a year$51$8

Yield2.57%2.69%

5 years, per year+3.4%+3.7%

3 years, per year+15.6%+16.0%

Worst drop · 1Y−12.1%−12.4%

Volatility · 1Y13.7%13.9%

4–2measures won
USRT first

89.3%

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: FRI, USRT, VGT

Today

89.3%most shared, FRI and USRT

FRIUSRTVGT

FRI—89.3%0.0%

USRT89.3%—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

$261most kept, USRT

USRT$269 − $8 = $261

FRI$257 − $51 = $206

VGT$44 − $9 = $35

KeptFee

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