USRT vs FRI5YUSRTUSRTAvsBFRIFRIiShares Core U.S. REIT ETF · $4.3BFirst Trust S&P REIT Index Fund · $210MReturns · dividends in+15.0%3 years · per year$15,196 · $15,055+14.6%+3.5%5 years · per year$11,862 · $11,701+3.2%Cost and income0.08%Expense ratio$8 · $51 on $10k · lower wins0.51%2.68%
Overlap: USRT, FRI, XLVToday89.7%most shared, USRT and FRIUSRTFRIXLVUSRT—89.7%0.0%FRI89.7%—0.0%XLV0.0%0.0%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
USRT vs FRI5YAUSRTiShares Core U.S. REIT$11,862vsFRIBFirst Trust S&P REIT Index Fund$11,701$8k$10kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1XLVState Street Health Care Select Sector SPDR ETFReadDesk0.08%1.35%+0.5%+23.5%+25.6%+15.7%+9.0%−10.5%$50.6B2AUSRTiShares Core U.S. REIT ETFReadDesk0.08%2.68%−0.1%+17.0%+15.6%+15.0%+3.5%−12.4%$4.3B3BFRIFirst Trust S&P REIT Index FundReadDesk0.51%2.56%−0.1%+16.4%+15.1%+14.6%+3.2%−12.1%$210MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1XLVState Street Health Care Select Sector SPDR ETFReadDesk0.08%1.35%+0.5%+23.5%+25.6%+15.7%+9.0%−10.5%$50.6B2AUSRTiShares Core U.S. REIT ETFReadDesk0.08%2.68%−0.1%+17.0%+15.6%+15.0%+3.5%−12.4%$4.3B3BFRIFirst Trust S&P REIT Index FundReadDesk0.51%2.56%−0.1%+16.4%+15.1%+14.6%+3.2%−12.1%$210MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.5BAssets$47.1B1–1levelEnd-of-day Nov 13, 2026
SPYM vs SPYYTDSPDRSPYMSA+11.5%vsBSSPYSPDR+11.5%Jan 1Nov 13+11.5%+11.5%+11.5%Year to date+11.5%1.0%Yield1.0%$186BAssets$807B0–0levelEnd-of-day Nov 13, 2026
Overlap: USRT, FRI, XLVToday89.7%most shared, USRT and FRIUSRTFRIXLVUSRT—89.7%0.0%FRI89.7%—0.0%XLV0.0%0.0%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$260most kept, USRTUSRT$268 − $8 = $260FRI$256 − $51 = $205XLV$135 − $8 = $127KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee