FRI vs VNQ

AFRI

BVNQ

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$15,353XLF · FRI $11,722

Lowest cost0.08%XLF · $8 on $10k

Most income3.59%VNQ · $359 on $10k

Smallest drop−11.4%VNQ · worst fall in 1Y

Held in common81.7%FRI and VNQ

FRI

VNQ

First Trust S&P REIT Index Fund · $203MVanguard Real Estate ETF · $35.9B

+16.5%3 years · per year$15,822 · $15,000+14.5%

+3.2%5 years · per year$11,722 · $10,522+1.0%

0.51%Expense ratio$51 · $13 on $10k · lower wins0.13%

2.59%12-mo yield$259 · $359 on $10k3.59%

−12.1%Worst dropSmaller wins−11.4%

13.4%VolatilityLower wins13.7%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFRI · VNQ

12.6%WELL10.7%

9.1%PLD8.0%

4.7%EQIX6.6%

4.7%SPG4.3%

Held in common81.7%

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

All Three

5Y3 funds

#
1	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−0.6%	+5.7%	+10.9%	+24.0%	+9.0%	−14.8%	$54.2B
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
3	BVNQ	Vanguard Real Estate ETFRead Desk	0.13%	3.59%	−0.1%	+10.4%	+10.6%	+14.5%	+1.0%	−11.4%	$35.9B

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

All Three

5Y3 funds

#
1	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−0.6%	+5.7%	+10.9%	+24.0%	+9.0%	−14.8%	$54.2B
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
3	BVNQ	Vanguard Real Estate ETFRead Desk	0.13%	3.59%	−0.1%	+10.4%	+10.6%	+14.5%	+1.0%	−11.4%	$35.9B

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 VNQ

FRI

First Trust S&P REIT Index Fund

$11,722

VNQ

Vanguard Real Estate

$10,522

MeasureFRIVNQ

Fee0.51%0.13%

Cost on $10k a year$51$13

Yield2.59%3.59%

5 years, per year+3.2%+1.0%

3 years, per year+16.5%+14.5%

Worst drop · 1Y−12.1%−11.4%

Volatility · 1Y13.4%13.7%

3–3measures won
level

81.7%

holdings shared

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

VNQ vs SCHH

YTD

VanguardVNQ

+10.4%

SCHHSchwab

+13.8%

+10.4%Year to date+13.8%

3.6%Yield2.9%

$35.9BAssets$11.1B

1–1level

End-of-day Nov 3, 2026

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

Overlap: FRI, VNQ, XLF

Today

81.7%most shared, FRI and VNQ

FRIVNQXLF

FRI—81.7%0.0%

VNQ81.7%—0.0%

XLF0.0%0.0%—

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

Income After Fees on $10,000

$346most kept, VNQ

VNQ$359 − $13 = $346

FRI$259 − $51 = $208

XLF$144 − $8 = $136

KeptFee

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