USRT vs FRI

AUSRT

BFRI

Measures won4–2USRT wins · of 6 · 5Y

$10,000 · 5Y$20,466VGT · USRT $11,898

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 common89.5%USRT and FRI

USRT

FRI

iShares Core U.S. REIT ETF · $4.3BFirst Trust S&P REIT Index Fund · $209M

+16.4%3 years · per year$15,762 · $15,611+16.0%

+3.5%5 years · per year$11,898 · $11,730+3.2%

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

2.69%12-mo yield$269 · $256 on $10k2.56%

−12.4%Worst dropSmaller wins−12.1%

13.9%VolatilityLower wins13.7%

4–2USRT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsUSRT · FRI

9.2%WELL12.9%

6.9%PLD9.0%

4.8%SPG4.8%

6.0%EQIX4.7%

Held in common89.5%

End-of-day Nov 5, 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%	−7.3%	+14.0%	+11.1%	+28.8%	+15.4%	−17.5%	$154.5B
2	AUSRT	iShares Core U.S. REIT ETFRead Desk	0.08%	2.69%	−1.7%	+16.5%	+16.4%	+16.4%	+3.5%	−12.4%	$4.3B
3	BFRI	First Trust S&P REIT Index FundRead Desk	0.51%	2.56%	−1.6%	+16.0%	+15.9%	+16.0%	+3.2%	−12.1%	$209M

End-of-day Nov 5, 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%	−7.3%	+14.0%	+11.1%	+28.8%	+15.4%	−17.5%	$154.5B
2	AUSRT	iShares Core U.S. REIT ETFRead Desk	0.08%	2.69%	−1.7%	+16.5%	+16.4%	+16.4%	+3.5%	−12.4%	$4.3B
3	BFRI	First Trust S&P REIT Index FundRead Desk	0.51%	2.56%	−1.6%	+16.0%	+15.9%	+16.0%	+3.2%	−12.1%	$209M

End-of-day Nov 5, 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

$11,898

FRI

First Trust S&P REIT Index Fund

$11,730

MeasureUSRTFRI

Fee0.08%0.51%

Cost on $10k a year$8$51

Yield2.69%2.56%

5 years, per year+3.5%+3.2%

3 years, per year+16.4%+16.0%

Worst drop · 1Y−12.4%−12.1%

Volatility · 1Y13.9%13.7%

4–2measures won
USRT first

89.5%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

XLK vs VGT

YTD

SPDRXLK

+13.2%

VGTVanguard

+14.0%

+13.2%Year to date+14.0%

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

$117BAssets$155B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: USRT, FRI, VGT

Today

89.5%most shared, USRT and FRI

USRTFRIVGT

USRT—89.5%0.0%

FRI89.5%—0.0%

VGT0.0%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$261most kept, USRT

USRT$269 − $8 = $261

FRI$256 − $51 = $205

VGT$44 − $9 = $35

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee