Compare · 2 funds side by side · dividends reinvested

DFAR and PFFR

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,104PFFR · best of the two

02 / 04

DFAR and PFFR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

DFA Real Estate Securities Portfolio ETF Class SharesSectors · Real estate0.22%3.29%+17.7%+17.7%+15.8%[…]−11.5%14.0%$8.5B1.4

InfraCap REIT Preferred ETFSectors · Real estate0.45%8.94%−2.1%−2.6%+9.1%+0.2%−7.5%8.7%$110M1.5

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: DFAR 1993 · PFFR 2017

Head to Head

Swap sides Versus in desk

Head to Head

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

DFAR

PFFR

InfraCap REIT Preferred ETF · $110M$10,104

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

DFARMeasurePFFR

+17.7%Year to dateJan 1 → Nov 4−2.1%

+17.7%1 yearTotal return−2.6%

+15.8%3 years · per year$10,000 became $15,520 · $12,994+9.1%

[…]5 years · per year$10,000 became […] · $10,104+0.2%

0.22%Expense ratio$22 · $45 a year on $10k · lower is better0.45%

3.29%Trailing 12-mo yield$329 · $894 a year on $10k8.94%

−11.5%Worst dropSmaller is better−7.5%

14.0%VolatilityLower is calmer8.7%

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

4–3DFAR wins

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

More Ways to See the Pairs

DFAR vs PFFR: Top 5 Holdings

Today

DFAR

29.2%in top 5

PFFR

in top 514.3%

DFARStockPFFR

7.5%WELLnot top 5

6.4%PLDnot top 5

5.2%EQIXnot top 5

5.1%AMTnot top 5

5.0%SPGnot top 5

not top 5UMH-PD3.5%

not top 5HPP-PC3.0%

not top 5AGNCP2.7%

not top 5VNO-PM2.6%

not top 5KIM-PM2.6%

Held in common0.0%

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

DFAR vs PFFR Returns, Every Period

DimensionalDFAR

+17.7%

past year

PFFRVirtus

−2.6%

past year

DFARPFFRFaded: behind in that period

3–0DFAR wins

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

DFAR vs PFFR

YTD

DimensionalDFAR

+17.7%

PFFRVirtus

−2.1%

+17.7%Year to date−2.1%

−11.5%Worst drop · 1Y−7.5%

14.0%Volatility · 1Y8.7%

3.3%Yield8.9%

$8.5BAssets$110M

3–1PFFR wins

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

Cost, Income and Risk

Fees: DFAR, PFFR

Today

0.22%lowest, DFAR

FundExpense ratioFee$10k

DFAR0.22%$22

PFFR0.45%$45

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

Yields: DFAR, PFFR

8.94%highest, PFFR

FundTrailing yieldYield$10k

PFFR8.94%$894

DFAR3.29%$329

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

Income After Fees on $10,000

$849most kept, PFFR

PFFR$894 − $45 = $849

DFAR$329 − $22 = $307

KeptFee

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

Overlap: DFAR, PFFR

Today

0.0%most shared, DFAR and PFFR

DFARPFFR

DFAR—0.0%

PFFR0.0%—

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

Return vs Bumpiness: 2 ETFs

+17.7%DFAR, at 14.0% volatility

PFFRWorst drop−7.5%8.7% vol

DFARWorst drop−11.5%14.0% vol

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

Paid More vs Made More

YTD

PFFRDFAR

−2.1%Year to date+17.7%

8.9%Yield3.3%

−2.6%Past year+17.7%

0.45%Fee0.22%

3–1DFAR 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