Compare DFAR and BYRE

DFAR and BYRE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

DFA Real Estate Securities Portfolio ETF Class SharesSectors · Real estate0.22%3.34%+15.8%+15.6%+14.4%[…]−11.5%14.1%$8.8B1.3

Principal Real Estate Active Opportunities ETFSectors · Real estate0.60%2.76%+13.5%+12.5%+13.1%[…]−10.6%13.3%$27M1.7

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

End-of-day Nov 5, 2026 · returns include dividends · since: DFAR 1993 · BYRE 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

DFA Real Estate Securities Portfolio ETF Class Shares · $8.8B[…]

DFAR

BYRE

Principal Real Estate Active Opportunities ETF · $27M[…]

$10,000 five years ago, dividends reinvested · they hold 47.7% in common

DFARMeasureBYRE

+15.8%Year to dateJan 1 → Nov 5+13.5%

+15.6%1 yearTotal return+12.5%

+14.4%3 years · per year$10,000 became $14,980 · $14,486+13.1%

[…]5 years · per year[…]

0.22%Expense ratio$22 · $60 a year on $10k · lower is better0.60%

3.34%Trailing 12-mo yield$334 · $276 a year on $10k2.76%

−11.5%Worst dropSmaller is better−10.6%

14.1%VolatilityLower is calmer13.3%

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

5–2DFAR wins

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

More Ways to See the Pairs

DFAR vs BYRE: Top 5 Holdings

Today

DFAR

29.1%in top 5

BYRE

in top 534.5%

DFARStockBYRE

7.5%WELL8.7%

5.3%EQIX8.6%

5.0%AMT7.2%

6.3%PLDnot top 5

not top 5CCI5.5%

5.0%SPGnot top 5

not top 5SBRA4.5%

Held in common47.7%

End-of-day Nov 5, 2026 · share of each fund

DFAR vs BYRE Returns, Every Period

1Y

DimensionalDFAR

+15.6%

past year

BYREPrincipal

+12.5%

past year

DFARBYREFaded: behind in that period

3–0DFAR wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

DFAR vs BYRE

YTD

DimensionalDFAR

+15.8%

BYREPrincipal

+13.5%

+15.8%Year to date+13.5%

−11.5%Worst drop · 1Y−10.6%

14.1%Volatility · 1Y13.3%

3.3%Yield2.8%

$8.8BAssets$27.3M

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAR, BYRE

Today

0.22%lowest, DFAR

FundExpense ratioFee$10k

DFAR0.22%$22

BYRE0.60%$60

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: DFAR, BYRE

1Y

3.34%highest, DFAR

FundTrailing yieldYield$10k

DFAR3.34%$334

BYRE2.76%$276

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$312most kept, DFAR

DFAR$334 − $22 = $312

BYRE$276 − $60 = $216

KeptFee

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

Overlap: DFAR, BYRE

Today

47.7%most shared, DFAR and BYRE

DFARBYRE

DFAR—47.7%

BYRE47.7%—

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

Return vs Bumpiness: 2 ETFs

1Y

+15.6%DFAR, at 14.1% volatility

BYREWorst drop−10.6%13.3% vol

DFARWorst drop−11.5%14.1% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

DFARBYRE

+15.8%Year to date+13.5%

3.3%Yield2.8%

+15.6%Past year+12.5%

0.22%Fee0.60%

4–0DFAR wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026