DFAR vs NETL

ADFAR

BNETL

Measures won5–1DFAR wins · of 6 · YTD

$10,000 · YTD$11,528DFAR · NETL $10,606

Lowest cost0.22%DFAR · $22 on $10k

Most income5.22%NETL · $522 on $10k

Smallest drop−11.5%DFAR · worst fall in 1Y

Held in common12.3%DFAR and NETL

YTD

DFAR

NETL

DFA Real Estate Securities Portfolio ETF Class Shares · $8.6BColterpoint Net Lease Real Estate ETF · $48M

+15.3%Year to dateJan 1 → Nov 6+6.1%

+14.9%1 yearTotal return+6.2%

0.22%Expense ratio$22 · $60 on $10k · lower wins0.60%

3.35%12-mo yield$335 · $522 on $10k5.22%

−11.5%Worst dropSmaller wins−16.7%

14.1%VolatilityLower wins14.9%

5–1DFAR wins

$10,000 · since Jan 1One scale

Shared top holdingsDFAR · NETL

4.4%O8.7%

2.2%VICI8.8%

1.2%WPC8.3%

0.9%GLPI3.7%

Held in common12.3%

End-of-day Nov 6, 2026 · $10,000 since Jan 1, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

YTD2 funds

#			Trend
1	ADFAR	DFA Real Estate Securities Portfolio ETF Class SharesRead Desk		0.22%	3.35%	−0.4%	+15.3%	+14.9%	+14.0%	new	−11.5%	$8.6B
2	BNETL	Colterpoint Net Lease Real Estate ETFRead Desk		0.60%	5.22%	−0.7%	+6.1%	+6.2%	+9.6%	−0.4%	−16.7%	$48M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

YTD2 funds

#			Trend
1	ADFAR	DFA Real Estate Securities Portfolio ETF Class SharesRead Desk		0.22%	3.35%	−0.4%	+15.3%	+14.9%	+14.0%	new	−11.5%	$8.6B
2	BNETL	Colterpoint Net Lease Real Estate ETFRead Desk		0.60%	5.22%	−0.7%	+6.1%	+6.2%	+9.6%	−0.4%	−16.7%	$48M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFAR vs NETL

DFAR

DFA Real Estate Securities Portfolio ETF Class Shares

$11,492

NETL

Colterpoint Net Lease Real Estate

$10,620

MeasureDFARNETL

Fee0.22%0.60%

Cost on $10k a year$22$60

Yield3.35%5.22%

5 years, per year[…]−0.4%

3 years, per year+14.0%+9.6%

Worst drop · 1Y−11.5%−16.7%

Volatility · 1Y14.1%14.9%

4–1measures won
DFAR first

12.3%

holdings shared

Nov 6, 2026 · $10,000 one year ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: DFAR, NETL

Today

12.3%most shared, DFAR and NETL

DFARNETL

DFAR—12.3%

NETL12.3%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$462most kept, NETL

NETL$522 − $60 = $462

DFAR$335 − $22 = $313

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee