USRT vs FRI

AUSRT

BFRI

Measures won4–2USRT wins · of 6 · 5Y

$10,000 · 5Y$15,474XLF · USRT $12,000

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 common89.3%USRT and FRI

USRT

FRI

iShares Core U.S. REIT ETF · $4.2BFirst Trust S&P REIT Index Fund · $209M

+16.0%3 years · per year$15,602 · $15,457+15.6%

+3.7%5 years · per year$12,000 · $11,821+3.4%

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

2.69%12-mo yield$269 · $257 on $10k2.57%

−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

9.3%WELL12.9%

6.8%PLD8.9%

4.8%SPG4.6%

5.9%EQIX4.5%

Held in common89.3%

End-of-day Nov 6, 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%	+10.4%	+22.5%	+9.1%	−14.8%	$55.5B
2	AUSRT	iShares Core U.S. REIT ETFRead Desk	0.08%	2.69%	−0.3%	+16.2%	+16.0%	+16.0%	+3.7%	−12.4%	$4.2B
3	BFRI	First Trust S&P REIT Index FundRead Desk	0.51%	2.57%	−0.3%	+15.7%	+15.4%	+15.6%	+3.4%	−12.1%	$209M

End-of-day Nov 6, 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%	+10.4%	+22.5%	+9.1%	−14.8%	$55.5B
2	AUSRT	iShares Core U.S. REIT ETFRead Desk	0.08%	2.69%	−0.3%	+16.2%	+16.0%	+16.0%	+3.7%	−12.4%	$4.2B
3	BFRI	First Trust S&P REIT Index FundRead Desk	0.51%	2.57%	−0.3%	+15.7%	+15.4%	+15.6%	+3.4%	−12.1%	$209M

End-of-day Nov 6, 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

$12,000

FRI

First Trust S&P REIT Index Fund

$11,821

MeasureUSRTFRI

Fee0.08%0.51%

Cost on $10k a year$8$51

Yield2.69%2.57%

5 years, per year+3.7%+3.4%

3 years, per year+16.0%+15.6%

Worst drop · 1Y−12.4%−12.1%

Volatility · 1Y13.9%13.7%

4–2measures won
USRT first

89.3%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: USRT, FRI, XLF

Today

89.3%most shared, USRT and FRI

USRTFRIXLF

USRT—89.3%0.0%

FRI89.3%—0.0%

XLF0.0%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$261most kept, USRT

USRT$269 − $8 = $261

FRI$257 − $51 = $206

XLF$144 − $8 = $136

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee