CSRE vs DFAR

ACSRE

BDFAR

Measures won1–2DFAR wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.22%DFAR · $22 on $10k

Most income3.29%DFAR · $329 on $10k

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

Held in common51.5%CSRE and DFAR

CSRE

DFAR

Cohen & Steers Real Estate Active ETF · $679MDFA Real Estate Securities Portfolio ETF Class Shares · $8.8B

[…]3 years · per year[…] · $15,520+15.8%

[…]5 years · per year[…]

0.70%Expense ratio$70 · $22 on $10k · lower wins0.22%

1.96%12-mo yield$196 · $329 on $10k3.29%

−10.6%Worst dropSmaller wins−11.5%

14.0%VolatilityLower wins14.0%

1–2DFAR wins

$10,000 · 5 yearsOne scale

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

Shared top holdingsCSRE · DFAR

15.4%WELL7.5%

5.6%PLD6.3%

6.0%EQIX5.3%

4.6%AMT5.0%

Held in common51.5%

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							5Y/yr
1	ACSRE	Cohen & Steers Real Estate Active ETFRead Desk		0.70%	1.96%	+3.3%	+16.4%	+17.0%	new	new	−10.6%	$679M
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%	$8.8B

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							5Y/yr
1	ACSRE	Cohen & Steers Real Estate Active ETFRead Desk		0.70%	1.96%	+3.3%	+16.4%	+17.0%	new	new	−10.6%	$679M
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%	$8.8B

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

CSRE vs DFAR

CSRE

Cohen & Steers Real Estate Active

[…]

DFAR

DFA Real Estate Securities Portfolio ETF Class Shares

[…]

MeasureCSREDFAR

Fee0.70%0.22%

Cost on $10k a year$70$22

Yield1.96%3.29%

5 years, per year[…][…]

3 years, per year[…]+15.8%

Worst drop · 1Y−10.6%−11.5%

Volatility · 1Y14.0%14.0%

2–1measures won
DFAR first

51.5%

holdings shared

Nov 5, 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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026

Overlap: CSRE, DFAR

Today

51.5%most shared, CSRE and DFAR

CSREDFAR

CSRE—51.5%

DFAR51.5%—

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

Income After Fees on $10,000

$307most kept, DFAR

DFAR$329 − $22 = $307

CSRE$196 − $70 = $126

KeptFee

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