USRT vs FRI

AUSRT

BFRI

Measures won4–2USRT wins · of 6 · 5Y

$10,000 · 5Y$12,294USRT · FRI $12,099

Lowest cost0.08%USRT · $8 on $10k

Most income2.64%USRT · $264 on $10k

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

Held in common89.3%USRT and FRI

USRT

FRI

iShares Core U.S. REIT ETF · $4.3BFirst Trust S&P REIT Index Fund · $203M

+17.7%3 years · per year$16,301 · $16,141+17.3%

+4.2%5 years · per year$12,294 · $12,099+3.9%

0.08%Expense ratio$8 · $51 on $10k · lower wins0.51%

2.64%12-mo yield$264 · $252 on $10k2.52%

−12.4%Worst dropSmaller wins−12.1%

13.8%VolatilityLower wins13.6%

4–2USRT wins

$10,000 · 5 yearsOne scale

Shared top holdingsUSRT · FRI

9.2%WELL12.8%

6.9%PLD9.1%

4.8%SPG4.8%

6.0%EQIX4.7%

Held in common89.3%

End-of-day Nov 4, 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	AUSRT	iShares Core U.S. REIT ETFRead Desk		0.08%	2.64%	+2.8%	+18.5%	+18.4%	+17.7%	+4.2%	−12.4%	$4.3B
2	BFRI	First Trust S&P REIT Index FundRead Desk		0.51%	2.52%	+2.6%	+17.9%	+17.8%	+17.3%	+3.9%	−12.1%	$203M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AUSRT	iShares Core U.S. REIT ETFRead Desk		0.08%	2.64%	+2.8%	+18.5%	+18.4%	+17.7%	+4.2%	−12.4%	$4.3B
2	BFRI	First Trust S&P REIT Index FundRead Desk		0.51%	2.52%	+2.6%	+17.9%	+17.8%	+17.3%	+3.9%	−12.1%	$203M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

USRT vs FRI

USRT

iShares Core U.S. REIT

$12,294

FRI

First Trust S&P REIT Index Fund

$12,099

MeasureUSRTFRI

Fee0.08%0.51%

Cost on $10k a year$8$51

Yield2.64%2.52%

5 years, per year+4.2%+3.9%

3 years, per year+17.7%+17.3%

Worst drop · 1Y−12.4%−12.1%

Volatility · 1Y13.8%13.6%

4–2measures won
USRT first

89.3%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: USRT, FRI

Today

89.3%most shared, USRT and FRI

USRTFRI

USRT—89.3%

FRI89.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$256most kept, USRT

USRT$264 − $8 = $256

FRI$252 − $51 = $201

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee