CSRE vs DFAR

ACSRE

BDFAR

Measures won1–2DFAR wins · of 6 · 5Y

$10,000 · 5Y$20,649VGT

Lowest cost0.09%VGT · $9 on $10k

Most income3.35%DFAR · $335 on $10k

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

Held in common52.4%CSRE and DFAR

CSRE

DFAR

Cohen & Steers Real Estate Active ETF · $701MDFA Real Estate Securities Portfolio ETF Class Shares · $8.6B

[…]3 years · per year[…] · $14,831+14.0%

[…]5 years · per year[…]

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

2.01%12-mo yield$201 · $335 on $10k3.35%

−10.6%Worst dropSmaller wins−11.5%

14.1%VolatilityLower wins14.1%

1–2DFAR wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCSRE · DFAR

15.5%WELL7.6%

5.8%PLD6.3%

5.8%EQIX5.1%

4.7%AMT5.1%

Held in common52.4%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	VGT	Vanguard Information Technology ETFRead Desk	0.09%	0.44%	+1.4%	+15.6%	+12.1%	+28.6%	+15.6%	−17.5%	$154.5B
2	ACSRE	Cohen & Steers Real Estate Active ETFRead Desk	0.70%	2.01%	−0.5%	+13.9%	+13.7%	new	new	−10.6%	$701M
3	BDFAR	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

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

All Three

5Y3 funds

#
1	VGT	Vanguard Information Technology ETFRead Desk	0.09%	0.44%	+1.4%	+15.6%	+12.1%	+28.6%	+15.6%	−17.5%	$154.5B
2	ACSRE	Cohen & Steers Real Estate Active ETFRead Desk	0.70%	2.01%	−0.5%	+13.9%	+13.7%	new	new	−10.6%	$701M
3	BDFAR	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

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

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

Yield2.01%3.35%

5 years, per year[…][…]

3 years, per year[…]+14.0%

Worst drop · 1Y−10.6%−11.5%

Volatility · 1Y14.1%14.1%

2–1measures won
DFAR first

52.4%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

XLK vs VGT

YTD

SPDRXLK

+14.8%

VGTVanguard

+15.6%

+14.8%Year to date+15.6%

0.08% · $8Fee · on $10k a year0.09% · $9

$117BAssets$155B

1–1level

End-of-day Nov 6, 2026

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

Overlap: CSRE, DFAR, VGT

Today

52.4%most shared, CSRE and DFAR

CSREDFARVGT

CSRE—52.4%0.0%

DFAR52.4%—0.0%

VGT0.0%0.0%—

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

Income After Fees on $10,000

$313most kept, DFAR

DFAR$335 − $22 = $313

CSRE$201 − $70 = $131

VGT$44 − $9 = $35

KeptFee

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