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$10,516PPTY · 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%3.34%+15.8%+15.6%+14.4%[…]−11.5%14.1%$8.6B1.1

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: PPTY 2018 · DFAR 1993

Head to Head

Swap sides Versus in desk

Head to Head

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

PPTY

DFAR

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

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

PPTYMeasureDFAR

+12.6%Year to dateJan 1 → Nov 5+15.8%

+13.8%1 yearTotal return+15.6%

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

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

0.53%Expense ratio$53 · $22 a year on $10k · lower is better0.22%

2.53%Trailing 12-mo yield$253 · $334 a year on $10k3.34%

−11.8%Worst dropSmaller is better−11.5%

14.0%VolatilityLower is calmer14.1%

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

1–6DFAR wins

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

More Ways to See the Pairs

PPTY vs DFAR: Top 5 Holdings

Today

PPTY

22.6%in top 5

DFAR

in top 529.1%

PPTYStockDFAR

not top 5WELL7.5%

6.9%EQRnot top 5

3.8%PLD6.3%

4.4%EQIX5.3%

not top 5AMT5.0%

not top 5SPG5.0%

3.9%FCPTnot top 5

3.6%DLRnot top 5

Held in common48.9%

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

PPTY vs DFAR Returns, Every Period

VidentPPTY

+13.8%

past year

DFARDimensional

+15.6%

past year

PPTYDFARFaded: behind in that period

0–3DFAR wins

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

PPTY vs DFAR

YTD

VidentPPTY

+12.6%

DFARDimensional

+15.8%

+12.6%Year to date+15.8%

−11.8%Worst drop · 1Y−11.5%

14.0%Volatility · 1Y14.1%

2.5%Yield3.3%

$23.5MAssets$8.6B

3–1DFAR wins

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

Yields: PPTY, DFAR

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: PPTY, DFAR

Today

48.9%most shared, PPTY and DFAR

PPTYDFAR

PPTY—48.9%

DFAR48.9%—

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%

$120BAssets$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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026