Compare · 2 funds side by side · dividends reinvested

PFFR and DFAR

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$9,877PFFR · best of the two

02 / 04

PFFR and DFAR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

DFA Real Estate Securities Portfolio ETF Class SharesSectors · Real estate0.22%3.38%+14.3%+14.3%+14.9%[…]−11.5%13.7%$8.5B1.4

InfraCap REIT Preferred ETFSectors · Real estate0.45%9.13%−4.2%−4.9%+7.8%−0.2%−7.5%8.5%$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 3, 2026 · returns include dividends · since: PFFR 2017 · DFAR 1993

Head to Head

Swap sides Versus in desk

Head to Head

InfraCap REIT Preferred ETF · $110M$9,877

PFFR

DFAR

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

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

PFFRMeasureDFAR

−4.2%Year to dateJan 1 → Nov 3+14.3%

−4.9%1 yearTotal return+14.3%

+7.8%3 years · per year$10,000 became $12,539 · $15,153+14.9%

−0.2%5 years · per year$10,000 became $9,877 · […][…]

0.45%Expense ratio$45 · $22 a year on $10k · lower is better0.22%

9.13%Trailing 12-mo yield$913 · $338 a year on $10k3.38%

−7.5%Worst dropSmaller is better−11.5%

8.5%VolatilityLower is calmer13.7%

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

3–4DFAR wins

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

More Ways to See the Pairs

PFFR vs DFAR: Top 5 Holdings

Today

PFFR

14.2%in top 5

DFAR

in top 529.1%

PFFRStockDFAR

not top 5WELL7.4%

not top 5PLD6.4%

not top 5AMT5.1%

not top 5EQIX5.1%

not top 5SPG5.0%

3.4%UMH-PDnot top 5

3.0%HPP-PCnot top 5

2.7%AGNCPnot top 5

2.6%VNO-PMnot top 5

2.6%KIM-PMnot top 5

Held in common0.0%

End-of-day Nov 3, 2026 · share of each fund

PFFR vs DFAR Returns, Every Period

VirtusPFFR

−4.9%

past year

DFARDimensional

+14.3%

past year

PFFRDFARFaded: behind in that period

0–3DFAR wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

PFFR vs DFAR

YTD

VirtusPFFR

−4.2%

DFARDimensional

+14.3%

−4.2%Year to date+14.3%

−7.5%Worst drop · 1Y−11.5%

8.5%Volatility · 1Y13.7%

9.1%Yield3.4%

$110MAssets$8.5B

3–1PFFR wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PFFR, DFAR

Today

0.22%lowest, DFAR

FundExpense ratioFee$10k

DFAR0.22%$22

PFFR0.45%$45

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: PFFR, DFAR

9.13%highest, PFFR

FundTrailing yieldYield$10k

PFFR9.13%$913

DFAR3.38%$338

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$868most kept, PFFR

PFFR$913 − $45 = $868

DFAR$338 − $22 = $316

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: PFFR, DFAR

Today

0.0%most shared, PFFR and DFAR

PFFRDFAR

PFFR—0.0%

DFAR0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+14.3%DFAR, at 13.7% volatility

PFFRWorst drop−7.5%8.5% vol

DFARWorst drop−11.5%13.7% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

PFFRDFAR

−4.2%Year to date+14.3%

9.1%Yield3.4%

−4.9%Past year+14.3%

0.45%Fee0.22%

3–1DFAR wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026