USRT vs DFGR

AUSRT

BDFGR

Measures won2–3DFGR wins · of 6 · 5Y

$10,000 · 5Y$21,281VGT · USRT $12,123

Lowest cost0.08%USRT · $8 on $10k

Most income3.83%DFGR · $383 on $10k

Smallest drop−10.8%DFGR · worst fall in 1Y

Held in common68.0%USRT and DFGR

USRT

DFGR

iShares Core U.S. REIT ETF · $4.2BDimensional - Global Real Estate ETF · $4.0B

+15.4%3 years · per year$15,367 · $14,261+12.6%

+3.9%5 years · per year$12,123 · […][…]

0.08%Expense ratio$8 · $22 on $10k · lower wins0.22%

2.65%12-mo yield$265 · $383 on $10k3.83%

−12.4%Worst dropSmaller wins−10.8%

14.0%VolatilityLower wins12.6%

2–3DFGR wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsUSRT · DFGR

9.3%WELL9.0%

6.8%PLD6.1%

6.0%EQIX5.1%

4.9%SPG3.8%

Held in common68.0%

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	AUSRT	iShares Core U.S. REIT ETFRead Desk	0.08%	2.65%	+1.7%	+18.1%	+18.4%	+15.4%	+3.9%	−12.4%	$4.2B
3	BDFGR	Dimensional - Global Real Estate ETFRead Desk	0.22%	3.83%	+1.4%	+11.5%	+12.2%	+12.6%	new	−10.8%	$4.0B

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	AUSRT	iShares Core U.S. REIT ETFRead Desk	0.08%	2.65%	+1.7%	+18.1%	+18.4%	+15.4%	+3.9%	−12.4%	$4.2B
3	BDFGR	Dimensional - Global Real Estate ETFRead Desk	0.22%	3.83%	+1.4%	+11.5%	+12.2%	+12.6%	new	−10.8%	$4.0B

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

USRT vs DFGR

USRT

iShares Core U.S. REIT

$12,123

DFGR

Dimensional - Global Real Estate

[…]

MeasureUSRTDFGR

Fee0.08%0.22%

Cost on $10k a year$8$22

Yield2.65%3.83%

5 years, per year+3.9%[…]

3 years, per year+15.4%+12.6%

Worst drop · 1Y−12.4%−10.8%

Volatility · 1Y14.0%12.6%

3–2measures won
DFGR first

68.0%

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%

$120BAssets$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: USRT, DFGR, VGT

Today

68.0%most shared, USRT and DFGR

USRTDFGRVGT

USRT—68.0%0.0%

DFGR68.0%—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

$361most kept, DFGR

DFGR$383 − $22 = $361

USRT$265 − $8 = $257

VGT$42 − $9 = $33

KeptFee

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