BBRE vs DFAR

ABBRE

BDFAR

Measures won2–3DFAR wins · of 6 · 5Y

$10,000 · 5Y$11,755BBRE

Lowest cost0.11%BBRE · $11 on $10k

Most income3.34%DFAR · $334 on $10k

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

Held in common80.7%BBRE and DFAR

BBRE

DFAR

JPMorgan BetaBuilders MSCI US REIT ETF · $1.3BDFA Real Estate Securities Portfolio ETF Class Shares · $8.8B

+15.9%3 years · per year$15,585 · $14,980+14.4%

+3.3%5 years · per year$11,755 · […][…]

0.11%Expense ratio$11 · $22 on $10k · lower wins0.22%

2.77%12-mo yield$277 · $334 on $10k3.34%

−12.5%Worst dropSmaller wins−11.5%

14.2%VolatilityLower wins14.1%

2–3DFAR wins

$10,000 · 5 yearsOne scale

Shared top holdingsBBRE · DFAR

12.5%WELL7.5%

8.8%PLD6.3%

4.6%SPG5.0%

4.5%PSA4.4%

Held in common80.7%

End-of-day Nov 5, 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	ABBRE	JPMorgan BetaBuilders MSCI US REIT ETFRead Desk		0.11%	2.77%	−1.7%	+16.1%	+16.1%	+15.9%	+3.3%	−12.5%	$1.3B
2	BDFAR	DFA Real Estate Securities Portfolio ETF Class SharesRead Desk		0.22%	3.34%	−1.7%	+15.8%	+15.6%	+14.4%	new	−11.5%	$8.8B

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

Both

5Y2 funds

#			Trend
1	ABBRE	JPMorgan BetaBuilders MSCI US REIT ETFRead Desk		0.11%	2.77%	−1.7%	+16.1%	+16.1%	+15.9%	+3.3%	−12.5%	$1.3B
2	BDFAR	DFA Real Estate Securities Portfolio ETF Class SharesRead Desk		0.22%	3.34%	−1.7%	+15.8%	+15.6%	+14.4%	new	−11.5%	$8.8B

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

Cards for this view

BBRE vs DFAR

BBRE

JPMorgan BetaBuilders MSCI US REIT

$11,755

DFAR

DFA Real Estate Securities Portfolio ETF Class Shares

[…]

MeasureBBREDFAR

Fee0.11%0.22%

Cost on $10k a year$11$22

Yield2.77%3.34%

5 years, per year+3.3%[…]

3 years, per year+15.9%+14.4%

Worst drop · 1Y−12.5%−11.5%

Volatility · 1Y14.2%14.1%

3–2measures won
DFAR first

80.7%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$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%

$42.1BAssets$46.1B

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: BBRE, DFAR

Today

80.7%most shared, BBRE and DFAR

BBREDFAR

BBRE—80.7%

DFAR80.7%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$312most kept, DFAR

DFAR$334 − $22 = $312

BBRE$277 − $11 = $266

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee