AVRE vs DFAR

AAVRE

BDFAR

Measures won3–2AVRE wins · of 6 · 5Y

$10,000 · 5Y$10,633AVRE

Lowest cost0.17%AVRE · $17 on $10k

Most income3.29%DFAR · $329 on $10k

Smallest drop−10.5%AVRE · worst fall in 1Y

Held in common70.0%AVRE and DFAR

AVRE

DFAR

Avantis Real Estate ETF · $890MDFA Real Estate Securities Portfolio ETF Class Shares · $8.5B

+14.1%3 years · per year$14,863 · $15,520+15.8%

+1.2%5 years · per year$10,633 · […][…]

0.17%Expense ratio$17 · $22 on $10k · lower wins0.22%

2.89%12-mo yield$289 · $329 on $10k3.29%

−10.5%Worst dropSmaller wins−11.5%

12.6%VolatilityLower wins14.0%

3–2AVRE wins

$10,000 · 5 yearsOne scale

Shared top holdingsAVRE · DFAR

7.9%WELL7.5%

6.2%PLD6.4%

5.6%EQIX5.2%

4.4%AMT5.1%

Held in common70.0%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	AAVRE	Avantis Real Estate ETFRead Desk		0.17%	2.89%	+2.7%	+11.5%	+11.9%	+14.1%	+1.2%	−10.5%	$890M
2	BDFAR	DFA Real Estate Securities Portfolio ETF Class SharesRead Desk		0.22%	3.29%	+3.0%	+17.7%	+17.7%	+15.8%	new	−11.5%	$8.5B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AAVRE	Avantis Real Estate ETFRead Desk		0.17%	2.89%	+2.7%	+11.5%	+11.9%	+14.1%	+1.2%	−10.5%	$890M
2	BDFAR	DFA Real Estate Securities Portfolio ETF Class SharesRead Desk		0.22%	3.29%	+3.0%	+17.7%	+17.7%	+15.8%	new	−11.5%	$8.5B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

AVRE vs DFAR

AVRE

Avantis Real Estate

$10,633

DFAR

DFA Real Estate Securities Portfolio ETF Class Shares

[…]

MeasureAVREDFAR

Fee0.17%0.22%

Cost on $10k a year$17$22

Yield2.89%3.29%

5 years, per year+1.2%[…]

3 years, per year+14.1%+15.8%

Worst drop · 1Y−10.5%−11.5%

Volatility · 1Y12.6%14.0%

3–2measures won
AVRE first

70.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: AVRE, DFAR

Today

70.0%most shared, AVRE and DFAR

AVREDFAR

AVRE—70.0%

DFAR70.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$307most kept, DFAR

DFAR$329 − $22 = $307

AVRE$289 − $17 = $272

KeptFee

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