VNQ vs FRI

AVNQ

BFRI

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$11,730FRI · VNQ $10,599

Lowest cost0.13%VNQ · $13 on $10k

Most income3.54%VNQ · $354 on $10k

Smallest drop−11.4%VNQ · worst fall in 1Y

Held in common81.5%VNQ and FRI

VNQ

FRI

Vanguard Real Estate ETF · $35.9BFirst Trust S&P REIT Index Fund · $204M

+14.1%3 years · per year$14,843 · $15,611+16.0%

+1.2%5 years · per year$10,599 · $11,730+3.2%

0.13%Expense ratio$13 · $51 on $10k · lower wins0.51%

3.54%12-mo yield$354 · $256 on $10k2.56%

−11.4%Worst dropSmaller wins−12.1%

14.2%VolatilityLower wins13.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsVNQ · FRI

10.7%WELL12.9%

8.0%PLD9.0%

6.6%EQIX4.7%

4.3%SPG4.8%

Held in common81.5%

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

Both

5Y2 funds

#			Trend
1	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%	$204M
2	AVNQ	Vanguard Real Estate ETFRead Desk		0.13%	3.54%	−1.8%	+11.8%	+12.0%	+14.1%	+1.2%	−11.4%	$35.9B

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

Both

5Y2 funds

#			Trend
1	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%	$204M
2	AVNQ	Vanguard Real Estate ETFRead Desk		0.13%	3.54%	−1.8%	+11.8%	+12.0%	+14.1%	+1.2%	−11.4%	$35.9B

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

VNQ vs FRI

VNQ

Vanguard Real Estate

$10,599

FRI

First Trust S&P REIT Index Fund

$11,730

MeasureVNQFRI

Fee0.13%0.51%

Cost on $10k a year$13$51

Yield3.54%2.56%

5 years, per year+1.2%+3.2%

3 years, per year+14.1%+16.0%

Worst drop · 1Y−11.4%−12.1%

Volatility · 1Y14.2%13.7%

3–3measures won
level

81.5%

holdings shared

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

VNQ vs SCHH

YTD

VanguardVNQ

+11.8%

SCHHSchwab

+15.4%

+11.8%Year to date+15.4%

3.5%Yield2.9%

$35.9BAssets$11.4B

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: VNQ, FRI

Today

81.5%most shared, VNQ and FRI

VNQFRI

VNQ—81.5%

FRI81.5%—

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

Income After Fees on $10,000

$341most kept, VNQ

VNQ$354 − $13 = $341

FRI$256 − $51 = $205

KeptFee

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