Compare · 2 funds side by side · dividends reinvested

BBRE and DFAR

BBREJ.P. Morgan×DFARDimensional×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,129BBRE · best of the two

02 / 04

BBRE and DFAR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan BetaBuilders MSCI US REIT ETFSectors · Real estate0.11%2.73%+18.1%+18.0%+17.2%+3.9%−12.5%14.1%$1.3B1.4

DFA Real Estate Securities Portfolio ETF Class SharesSectors · Real estate0.22%3.29%+17.7%+17.7%+15.8%[…]−11.5%14.0%$8.5B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: BBRE 2018 · DFAR 1993

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan BetaBuilders MSCI US REIT ETF · $1.3B$12,129

BBRE

DFAR

DFA Real Estate Securities Portfolio ETF Class Shares · $8.5B[…]

$10,000 five years ago, dividends reinvested · they hold 80.8% in common

BBREMeasureDFAR

+18.1%Year to dateJan 1 → Nov 4+17.7%

+18.0%1 yearTotal return+17.7%

+17.2%3 years · per year$10,000 became $16,110 · $15,520+15.8%

+3.9%5 years · per year$10,000 became $12,129 · […][…]

0.11%Expense ratio$11 · $22 a year on $10k · lower is better0.22%

2.73%Trailing 12-mo yield$273 · $329 a year on $10k3.29%

−12.5%Worst dropSmaller is better−11.5%

14.1%VolatilityLower is calmer14.0%

BBREDFAR Winner of the row, in its colourEach row: the bigger of the two fills its side

4–3BBRE wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BBRE vs DFAR: Top 5 Holdings

Today

BBRE

34.5%in top 5

DFAR

in top 529.2%

BBREStockDFAR

12.5%WELL7.5%

8.8%PLD6.4%

not top 5EQIX5.2%

not top 5AMT5.1%

4.6%SPG5.0%

4.5%PSAnot top 5

4.2%DLRnot top 5

Held in common80.8%

End-of-day Nov 4, 2026 · share of each fund

BBRE vs DFAR Returns, Every Period

J.P. MorganBBRE

+18.0%

past year

DFARDimensional

+17.7%

past year

BBREDFARFaded: behind in that period

3–0BBRE wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

BBRE vs DFAR

YTD

J.P. MorganBBRE

+18.1%

DFARDimensional

+17.7%

+18.1%Year to date+17.7%

−12.5%Worst drop · 1Y−11.5%

14.1%Volatility · 1Y14.0%

2.7%Yield3.3%

$1.3BAssets$8.5B

3–1DFAR wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BBRE, DFAR

Today

0.11%lowest, BBRE

FundExpense ratioFee$10k

BBRE0.11%$11

DFAR0.22%$22

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: BBRE, DFAR

3.29%highest, DFAR

FundTrailing yieldYield$10k

DFAR3.29%$329

BBRE2.73%$273

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$307most kept, DFAR

DFAR$329 − $22 = $307

BBRE$273 − $11 = $262

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: BBRE, DFAR

Today

80.8%most shared, BBRE and DFAR

BBREDFAR

BBRE—80.8%

DFAR80.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+18.0%BBRE, at 14.1% volatility

DFARWorst drop−11.5%14.0% vol

BBREWorst drop−12.5%14.1% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

DFARBBRE

+17.7%Year to date+18.1%

3.3%Yield2.7%

+17.7%Past year+18.0%

0.22%Fee0.11%

3–1BBRE wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026