RWR vs USRT

ARWR

BUSRT

Measures won1–5USRT wins · of 6 · 5Y

$10,000 · 5Y$21,281VGT · USRT $12,123

Lowest cost0.08%USRT · $8 on $10k

Most income3.34%RWR · $334 on $10k

Smallest drop−12.4%USRT · worst fall in 1Y

Held in common88.7%RWR and USRT

RWR

USRT

State Street SPDR Dow Jones REIT ETF · $1.9BiShares Core U.S. REIT ETF · $4.3B

+15.3%3 years · per year$15,315 · $15,367+15.4%

+3.4%5 years · per year$11,818 · $12,123+3.9%

0.25%Expense ratio$25 · $8 on $10k · lower wins0.08%

3.34%12-mo yield$334 · $265 on $10k2.65%

−12.8%Worst dropSmaller wins−12.4%

14.3%VolatilityLower wins14.0%

1–5USRT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsRWR · USRT

10.3%WELL9.3%

9.3%PLD6.8%

5.0%SPG4.9%

5.1%PSA4.6%

Held in common88.7%

End-of-day Nov 9, 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%	0.42%	+3.2%	+19.3%	+18.0%	+29.2%	+16.3%	−17.5%	$154.5B
2	BUSRT	iShares Core U.S. REIT ETFRead Desk	0.08%	2.65%	+1.7%	+18.1%	+18.4%	+15.4%	+3.9%	−12.4%	$4.3B
3	ARWR	State Street SPDR Dow Jones REIT ETFRead Desk	0.25%	3.34%	+1.5%	+17.5%	+18.4%	+15.3%	+3.4%	−12.8%	$1.9B

End-of-day Nov 9, 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%	0.42%	+3.2%	+19.3%	+18.0%	+29.2%	+16.3%	−17.5%	$154.5B
2	BUSRT	iShares Core U.S. REIT ETFRead Desk	0.08%	2.65%	+1.7%	+18.1%	+18.4%	+15.4%	+3.9%	−12.4%	$4.3B
3	ARWR	State Street SPDR Dow Jones REIT ETFRead Desk	0.25%	3.34%	+1.5%	+17.5%	+18.4%	+15.3%	+3.4%	−12.8%	$1.9B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

RWR vs USRT

RWR

SPDR Dow Jones REIT

$11,818

USRT

iShares Core U.S. REIT

$12,124

MeasureRWRUSRT

Fee0.25%0.08%

Cost on $10k a year$25$8

Yield3.34%2.65%

5 years, per year+3.4%+3.9%

3 years, per year+15.3%+15.4%

Worst drop · 1Y−12.8%−12.4%

Volatility · 1Y14.3%14.0%

5–1measures won
USRT first

88.7%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

XLK vs VGT

YTD

SPDRXLK

+19.1%

VGTVanguard

+19.3%

+19.1%Year to date+19.3%

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

$110BAssets$155B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: RWR, USRT, VGT

Today

88.7%most shared, RWR and USRT

RWRUSRTVGT

RWR—88.7%0.0%

USRT88.7%—0.0%

VGT0.0%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$309most kept, RWR

RWR$334 − $25 = $309

USRT$265 − $8 = $257

VGT$42 − $9 = $33

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee