FRI Fund Comparisons

FRI is shown with FundQuant's current comparable-fund evidence. Current comparable funds include BBRE, USRT, RWR. FundQuant is educational research software and does not provide individualized investment advice.

Target Fund

Symbol
FRI
Name
First Trust S&P REIT Index Fund
Type
1940 Act ETF
Originator
First Trust
Asset class
real_estate
Net expense ratio
0.5%
AUM
$180.5M

Comparable Funds

FundQuant reviewed 121 active searchable funds, 47 ETFs, 74 mutual funds and returned 3 comparable funds for FRI.

  1. BBRE - JPMorgan BetaBuilders MSCI US REIT ETF (1940 Act ETF; JPMorgan; real_estate; Closest Fit; fit score 98)
  2. USRT - iShares Core U.S. REIT ETF (1940 Act ETF; BlackRock / iShares; real_estate; Closest Fit; fit score 97)
  3. RWR - SPDR(R) Dow Jones REIT ETF (1940 Act ETF; SPDR / State Street; real_estate; Closest Fit; fit score 97)

FundQuant is educational research software. It does not provide individualized investment, tax, legal, or financial advice.

https://fundquant.org/funds/FRI/comps