Compare · 2 funds side by side · dividends reinvested

PPTY and DFAR

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,792PPTY · best of the two

02 / 04

PPTY and DFAR, 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%$8.8B1.1

US Diversified Real Estate ETFSectors · Real estate0.53%2.49%+14.2%+15.6%+13.7%+1.5%−11.8%13.9%$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 4, 2026 · returns include dividends · since: PPTY 2018 · DFAR 1993

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$10,792

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

DFARMeasurePPTY

+17.7%Year to dateJan 1 → Nov 4+14.2%

+17.7%1 yearTotal return+15.6%

+15.8%3 years · per year$10,000 became $15,520 · $14,700+13.7%

[…]5 years · per year$10,000 became […] · $10,792+1.5%

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

3.29%Trailing 12-mo yield$329 · $249 a year on $10k2.49%

−11.5%Worst dropSmaller is better−11.8%

14.0%VolatilityLower is calmer13.9%

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

6–1DFAR 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 PPTY: Top 5 Holdings

Today

DFAR

29.2%in top 5

PPTY

in top 522.6%

DFARStockPPTY

7.5%WELLnot top 5

not top 5EQR6.9%

6.4%PLD3.8%

5.2%EQIX4.4%

5.1%AMTnot top 5

5.0%SPGnot top 5

not top 5FCPT3.9%

not top 5DLR3.6%

Held in common48.9%

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

DFAR vs PPTY Returns, Every Period

DimensionalDFAR

+17.7%

past year

PPTYVident

+15.6%

past year

DFARPPTYFaded: behind in that period

3–0DFAR wins

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

DFAR vs PPTY

YTD

DimensionalDFAR

+17.7%

PPTYVident

+14.2%

+17.7%Year to date+14.2%

−11.5%Worst drop · 1Y−11.8%

14.0%Volatility · 1Y13.9%

3.3%Yield2.5%

$8.8BAssets$22.8M

3–1DFAR wins

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

Cost, Income and Risk

Fees: PPTY, DFAR

Today

0.22%lowest, DFAR

FundExpense ratioFee$10k

DFAR0.22%$22

PPTY0.53%$53

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

Yields: PPTY, DFAR

3.29%highest, DFAR

FundTrailing yieldYield$10k

DFAR3.29%$329

PPTY2.49%$249

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

Income After Fees on $10,000

$307most kept, DFAR

DFAR$329 − $22 = $307

PPTY$249 − $53 = $196

KeptFee

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

Overlap: PPTY, DFAR

Today

48.9%most shared, PPTY and DFAR

PPTYDFAR

PPTY—48.9%

DFAR48.9%—

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

PPTYWorst drop−11.8%13.9% 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

DFARPPTY

+17.7%Year to date+14.2%

3.3%Yield2.5%

+17.7%Past year+15.6%

0.22%Fee0.53%

4–0DFAR 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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026