Compare DFAR and LPRE

DFAR and LPRE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

DFA Real Estate Securities Portfolio ETF Class SharesSectors · Real estate0.22%3.35%+15.3%+14.9%+14.0%[…]−11.5%14.1%$8.6B1.1

Long Pond Real Estate Select ETFSectors · Real estate1.00%1.74%+11.9%+16.8%[…][…]−12.8%15.9%$202M1.8

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

End-of-day Nov 6, 2026 · returns include dividends · since: DFAR 1993 · LPRE 2025

Head to Head

Swap sides Versus in desk

Head to Head

5Y

DFA Real Estate Securities Portfolio ETF Class Shares · $8.6B[…]

DFAR

LPRE

Long Pond Real Estate Select ETF · $202M[…]

$10,000 five years ago, dividends reinvested · they hold 21.2% in common

DFARMeasureLPRE

+15.3%Year to dateJan 1 → Nov 6+11.9%

+14.9%1 yearTotal return+16.8%

+14.0%3 years · per year$10,000 became $14,831 · […][…]

[…]5 years · per year[…]

0.22%Expense ratio$22 · $100 a year on $10k · lower is better1.00%

3.35%Trailing 12-mo yield$335 · $174 a year on $10k1.74%

−11.5%Worst dropSmaller is better−12.8%

14.1%VolatilityLower is calmer15.9%

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

5–1DFAR wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFAR vs LPRE: Top 5 Holdings

Today

DFAR

29.1%in top 5

LPRE

in top 534.9%

DFARStockLPRE

not top 5ELS7.7%

7.6%WELLnot top 5

not top 5IRT7.5%

not top 5HGV7.1%

not top 5H6.4%

6.3%PLDnot top 5

not top 5JAN6.2%

5.1%AMTnot top 5

5.1%EQIXnot top 5

5.0%SPGnot top 5

Held in common21.2%

End-of-day Nov 6, 2026 · share of each fund

DFAR vs LPRE Returns, Every Period

1Y

DimensionalDFAR

+14.9%

past year

LPRELong Pond

+16.8%

past year

DFARLPREFaded: behind in that period

1–1Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

DFAR vs LPRE

YTD

DimensionalDFAR

+15.3%

LPRELong Pond

+11.9%

+15.3%Year to date+11.9%

−11.5%Worst drop · 1Y−12.8%

14.1%Volatility · 1Y15.9%

3.4%Yield1.7%

$8.6BAssets$202M

4–0DFAR wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAR, LPRE

Today

0.22%lowest, DFAR

FundExpense ratioFee$10k

DFAR0.22%$22

LPRE1.00%$100

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: DFAR, LPRE

1Y

3.35%highest, DFAR

FundTrailing yieldYield$10k

DFAR3.35%$335

LPRE1.74%$174

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$313most kept, DFAR

DFAR$335 − $22 = $313

LPRE$174 − $100 = $74

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: DFAR, LPRE

Today

21.2%most shared, DFAR and LPRE

DFARLPRE

DFAR—21.2%

LPRE21.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+16.8%LPRE, at 15.9% volatility

DFARWorst drop−11.5%14.1% vol

LPREWorst drop−12.8%15.9% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

DFARLPRE

+15.3%Year to date+11.9%

3.4%Yield1.7%

+14.9%Past year+16.8%

0.22%Fee1.00%

3–1DFAR wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026