BYRE vs DFAR

ABYRE

BDFAR

Measures won2–3DFAR wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.22%DFAR · $22 on $10k

Most income3.38%DFAR · $338 on $10k

Smallest drop−10.6%BYRE · worst fall in 1Y

Held in common47.4%BYRE and DFAR

BYRE

DFAR

Principal Real Estate Active Opportunities ETF · $27MDFA Real Estate Securities Portfolio ETF Class Shares · $8.5B

+13.5%3 years · per year$14,612 · $15,153+14.9%

[…]5 years · per year[…]

0.60%Expense ratio$60 · $22 on $10k · lower wins0.22%

2.81%12-mo yield$281 · $338 on $10k3.38%

−10.6%Worst dropSmaller wins−11.5%

12.8%VolatilityLower wins13.7%

2–3DFAR wins

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsBYRE · DFAR

8.6%WELL7.4%

7.2%AMT5.1%

8.0%EQIX5.1%

4.1%PLD6.4%

Held in common47.4%

End-of-day Nov 3, 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							5Y/yr
1	ABYRE	Principal Real Estate Active Opportunities ETFRead Desk		0.60%	2.81%	+0.3%	+11.8%	+10.8%	+13.5%	new	−10.6%	$27M
2	BDFAR	DFA Real Estate Securities Portfolio ETF Class SharesRead Desk		0.22%	3.38%	+0.1%	+14.3%	+14.3%	+14.9%	new	−11.5%	$8.5B

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

Both

5Y2 funds

#			Trend							5Y/yr
1	ABYRE	Principal Real Estate Active Opportunities ETFRead Desk		0.60%	2.81%	+0.3%	+11.8%	+10.8%	+13.5%	new	−10.6%	$27M
2	BDFAR	DFA Real Estate Securities Portfolio ETF Class SharesRead Desk		0.22%	3.38%	+0.1%	+14.3%	+14.3%	+14.9%	new	−11.5%	$8.5B

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

Cards for this view

BYRE vs DFAR

BYRE

Principal Real Estate Active Opportunities

[…]

DFAR

DFA Real Estate Securities Portfolio ETF Class Shares

[…]

MeasureBYREDFAR

Fee0.60%0.22%

Cost on $10k a year$60$22

Yield2.81%3.38%

5 years, per year[…][…]

3 years, per year+13.5%+14.9%

Worst drop · 1Y−10.6%−11.5%

Volatility · 1Y12.8%13.7%

3–2measures won
DFAR first

47.4%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: BYRE, DFAR

Today

47.4%most shared, BYRE and DFAR

BYREDFAR

BYRE—47.4%

DFAR47.4%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$316most kept, DFAR

DFAR$338 − $22 = $316

BYRE$281 − $60 = $221

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee