Compare · 2 funds side by side · dividends reinvested

DFAR and PPTY

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,516PPTY · best of the two

02 / 04

DFAR and PPTY, 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%$8.8B1.1

US Diversified Real Estate ETFSectors · Real estate0.53%2.53%+12.6%+13.8%+12.6%+1.0%−11.8%14.0%$23M1.8

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

End-of-day Nov 5, 2026 · returns include dividends · since: DFAR 1993 · PPTY 2018

Head to Head

Swap sides Versus in desk

Head to Head

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

DFAR

PPTY

US Diversified Real Estate ETF · $23M$10,516

$10,000 five years ago, dividends reinvested · they hold 48.9% in common

DFARMeasurePPTY

+15.8%Year to dateJan 1 → Nov 5+12.6%

+15.6%1 yearTotal return+13.8%

+14.4%3 years · per year$10,000 became $14,980 · $14,291+12.6%

[…]5 years · per year$10,000 became […] · $10,516+1.0%

0.22%Expense ratio$22 · $53 a year on $10k · lower is better0.53%

3.34%Trailing 12-mo yield$334 · $253 a year on $10k2.53%

−11.5%Worst dropSmaller is better−11.8%

14.1%VolatilityLower is calmer14.0%

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

6–1DFAR 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 PPTY: Top 5 Holdings

Today

DFAR

29.1%in top 5

PPTY

in top 522.6%

DFARStockPPTY

7.5%WELLnot top 5

not top 5EQR6.9%

6.3%PLD3.8%

5.3%EQIX4.4%

5.0%AMTnot top 5

5.0%SPGnot top 5

not top 5FCPT3.9%

not top 5DLR3.6%

Held in common48.9%

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

DFAR vs PPTY Returns, Every Period

DimensionalDFAR

+15.6%

past year

PPTYVident

+13.8%

past year

DFARPPTYFaded: behind in that period

3–0DFAR wins

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

DFAR vs PPTY

YTD

DimensionalDFAR

+15.8%

PPTYVident

+12.6%

+15.8%Year to date+12.6%

−11.5%Worst drop · 1Y−11.8%

14.1%Volatility · 1Y14.0%

3.3%Yield2.5%

$8.8BAssets$22.8M

3–1DFAR wins

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

Cost, Income and Risk

Fees: DFAR, PPTY

Today

0.22%lowest, DFAR

FundExpense ratioFee$10k

DFAR0.22%$22

PPTY0.53%$53

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

Yields: DFAR, PPTY

3.34%highest, DFAR

FundTrailing yieldYield$10k

DFAR3.34%$334

PPTY2.53%$253

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

Income After Fees on $10,000

$312most kept, DFAR

DFAR$334 − $22 = $312

PPTY$253 − $53 = $200

KeptFee

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

Overlap: DFAR, PPTY

Today

48.9%most shared, DFAR and PPTY

DFARPPTY

DFAR—48.9%

PPTY48.9%—

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

Return vs Bumpiness: 2 ETFs

+15.6%DFAR, at 14.1% volatility

PPTYWorst drop−11.8%14.0% 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

DFARPPTY

+15.8%Year to date+12.6%

3.3%Yield2.5%

+15.6%Past year+13.8%

0.22%Fee0.53%

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